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Associates and Industry Partners

At 3i Financial we work together with our many industry partners to help our clients to reach their financial goals and manage their risks.  We believe that it is a tremendous advantage for us to be able to offer a complete range of financial products. It is also our job to objectively analyze our clients’ immediate and future needs, risk tolerance, and their financial goals.

Our Associates

Companies that work in partnership with us to provide financial solutions.

Industry Partners

Here some of our Participating Service Providers. You can use this section to visit the websites and learn more about the industry partners we work with to provide financial products.

Disclaimers:

  • The services of providing life insurance and other non-investment plans are offered through 3i Financial Group Inc. The services of providing mutual funds, ETFs and Alternative Funds are offered through through 3i Financial Investment Services Inc. Both are separate legal entities. 3i Financial Investment Services Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and licensed to distribute mutual funds.
  • Dynamic Funds® is a registered trademark of its owner, used under license, and a division of 1832 Asset Management L.P.
  • Authorized Distributor for The Canada Life Assurance Company.
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Corporate Profile

Who we Are

Established in 2004, 3i Financial is a growing boutique firm located in Richmond Hill – Ontario that provides a variety of financial services to help individuals and businesses achieve their financial objectives. Our official name is International Investment and Insurance Advisors and Associates.

Inform. Invest. Insure is what we believe. We work with many industry partners to present our clients a competitive edge and the freedom to choose on a wide array of financial products and services.

Why us

We are a community-based organization providing a comprehensive financial service solution to help you reach your goals. Our leaders are visibly involved in their respective communities, participating and coaching, to enrich the lives of the people they meet.  It is not only important to be good corporate citizens, it is equally important to be contributing citizens for the betterment of society at large.

Our strong relationships with various industry partners grant our clients the assurance that we provide independent, unbiased and informed financial advice. Our corporate policies follow the highest ethical and professional conduct, and prioritize our clients’ interests. We value long-term relationships with our clients, employees, business partners and the community we serve. Our highly experienced and professional advisors can help you choose from a range of investment and insurance products to enhance your financial well-being. 

We aspire to be the leading provider of financial services to the people we serve, building long-term relationships and be present to explore the financial options at any stage of their lives.

Core Values

Ethical Conduct

The interests of our clients are, and always will be, our main concern and top priority.

Teamwork

We are stronger when we work together. With clients, employees, business partners and the communities we serve.

Diversity

Value uniqueness of people, culture, language and work.

responsibility

Ensuring that our clients clearly understand all of the choices available and the implications that follow each is one of our many responsibilities. We closely monitor and follow up with each client’s situation to protect and assure that their needs are being met.

Innovation

Each client is different, which means that we have to approach each situation and circumstance in a unique manner. In order to reach each goal, we have to be creative with our service delivery because we want to reflect their individuality in our actions.

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Tags: Innovation, Performance, Responsibility, Teamwork

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