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The services of providing mutual funds and labour sponsored funds are offered through "3i Financial Investment Services Inc."

The services of providing life insurance and other non-investment plans are offered through "3i Financial Group Inc." Both are separate legal entities.

3i Financial Investment Services Inc. is a member of the Mutual Fund Dealers Association (MFDA) licensed to distribute mutual funds.

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3i Financial Head Office
9040 Leslie Street, Suite 221
Richmond Hill, Ontario,
L4B-3M4
Tel: (905)597-5000
Fax: (905)597-8366
 

Business

We have a team of dedicated experienced Advisors who will work to understand the unique financial needs of your business. 

Our Advisors will then tailor a 3i Business Financial Plan to meet the needs of your business, your employees, and to help manage your risks. We want to take care of all of your financial needs so that you can concentrate on running your business. By allowing us to help you to invest some of your excess profit and cash flow we can help you to get a better return while at the same time diversifying your assets and income stream.

For larger and more complex enterprises, or as required, we will with your authorization, bring in other professionals such as accountants, lawyers, mortgage brokers, and bankers etc. These professionals will make additional specific business recommendations and assist you in the execution of your 3i Business Financial Plan.

Some of the group investment products that we offer to businesses through our many partners include Non-Registered Investment Plans such as: Deferred Profit Sharing Plans DPSP’s and Payroll Savings Plans. Under the Registered Investments category we offer: Registered Retirement Savings Plans RRSP’s, Defined Contribution Registered Pension Plans (DCRPP’s), Individual Pension Plans (IPP’s), Deferred Profit Sharing Plans (DPSP’s), and Registered Education Savings Plans (RESP’s). All group savings and investment plan contributions can be made conveniently via automatic payroll deductions.

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