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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
#218-300 West Beavercreek Road,
Richmond Hill, Ontario, L4B-3B1
Tel: (905)326-5408
Fax: (905)326-5405

 

Type of Accounts

Since we are able to deal in such a wide range of products and services from so many top financial companies, we can shop around for our clients in order to find the most suitable products.  It may be a little less convenient to receive more than one monthly statement but we think it’s worth it if you can improve your long-term financial performance.  Over the course of an investing lifetime one extra percentage point can make a difference of thousands of dollars in retirement funds. 

In today’s competitive marketplace it can also be advantageous to deal with multiple financial institutions because this can provide added leverage to negotiate with.  It is our opinion that the old saying “Don’t put all of your eggs in one basket”, also applies to keeping all of your financial assets at one institution. In addition, by spreading your assets around you are better protected should any one institution experience system problems or other difficulties.  

Most people would agree that nobody is the best at everything.  That being said, it only stands to reason that no financial institution can be the best at everything.  At 3i Financial our “Performance Drives Performance” model requires us to find and use only the best and leave the rest.