Our Client, You!

Did you know?

Our clients come from all walks of life, and are as diverse as our advisors and employees.  We do not just focus on the high net worth market but we focus on individuals and families who want to be informed participants in the planning of their current and future needs.

We realize that people do many things out of habit and over a period of time that could severely cost them hundreds if not thousands of dollars.

If you could just slightly alter the way you accomplish and approach situations, it could mean a large difference in your pocket book.

There is great value in sitting down with one of our Financial Advisors who will go through a three-step process:  baseline fact-finding and understanding, analysis and recommendations and lastly action plan implementation.  We will work with you to create innovative, custom-made solutions that are designed to exceed your expectations.

Partnership is very important to us.  It is a philosophy that has attracted many talented people to us who in turn work for your benefit.

Commitment

At 3i Financial, we value building long-term relationships with our clients, employees, business partners, and the communities that we serve.

The products and services offered at 3i Financial are chosen based on their ability to help our clients to achieve their personal and business goals.

Service excellence goes beyond delivering innovative products and services.  As the Canadian cultural landscape becomes more and more diverse each year it clearly becomes necessary to be able to approach our clients from a multicultural perspective.  In order to do this successfully we employ dedicated, knowledgeable Financial Advisors with diverse experience as well as fluency in other languages.  As a result, we are able to provide the most comprehensive, personalized service, to our clients and their communities.  Our Financial Advisors are ready, willing, and able to meet; at the time, and in the place, that is the most convenient for you. Just call us, send us an email, or stop by our office.  You could also call or email your Financial Advisor directly.

By keying in on performance, and viewing the world from our clients’ perspective, we provide our clients with the ability to make better financial decisions conducive to achieving financial security and peace of mind.  3i Financial strives to deliver the best service in the financial industry because we understand what our clients want and need, that is “Performance Drives Performance”.