Privacy Policy

At 3i Financial, we recognize why clients would feel more comfortable using a large financial services company thus we have established Ten Privacy Principles that will demonstrate our commitment to protecting your privacy and the security of your personal information.

We also recognize that confidentiality is integral to building long-term relationships with our clients, employees, and business partners. In diligently carrying out our role as your trusted advisor and company of choice, part of our duty is to obtain as much information as we can in regards to your personal and financial situation so that we can tailor a financial plan to meet your goals and manage any risks that you may be exposed to.

In exacting this level of due diligence with your financial matters, we take great effort to maintain the integrity and confidentiality of your personal information at a corporate level.