Financial

Travel Insurance

Travel Insurance What is Travel Insurance? Travel insurance helps you and your family travel in peace.  A small accident can become a major expenditure, which could severely impact your family financial security. At 3i Financial, we pride ourselves on providing our clients with the best and most innovative travel insurance products in the marketplace. Products …

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RDSP

RDSP What is a Registered Disability Savings Plan (RDSP)? The Registered Disability Savings Plan (RDSP) is a registered savings plan specifically designed for Canadians with disabilities and their families to save for a long-term financial needs. The plan allows a person who is eligible for the federal disability tax credit to accumulate up to $200,000 …

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RRSP

RRSP What is a A Registered Retirement Savings Plan (RRSP) A Registered Retirement Savings Plan (RRSP) is a personal savings account registered with the Canadian government to help individuals accumulate capital on a tax-deferred basis for their retirement including tax deductions. The objective is to help individuals grow their savings in a tax free environment …

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Join as 3i Advisor

Join as 3i Advisor Make yourself a standout with 3i Financial Here at 3i Financial our goal is to enhance our advisor’s competitive edge within the industry! Learn More about us Why Join 3i? We are committed to provide an environment that fosters trust, fairness, and equality. 3i works in partnership with our advisors through …

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Executive Team

Executive Team Louise Tam, President President of 3i Financial Group Inc. since November 2004, Louise graduated from the University of Windsor with a Bachelor of Arts degree. She has completed various professional financial industry courses over her 30 years of financial services experience. From 1989 to 1999, she was an Account Manager at the Royal …

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RESP

RESP What is a Registered Education Savings Plan (RESP)? A Registered Education Savings Plan (RESP) allows parents and guardians to accumulate the necessary funds to finance a child’s post-secondary education. The federal government allows you to accumulate investment income on a tax-sheltered basis until the funds are withdrawn. Who can open an RESP? Anyone who …

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Resolving your complaints

Resolving your Complaints At 3i Financial, one of our organizational goals is service excellence.  As a leading financial services broker, we take great pride in providing our clients with objective unbiased advice enabling them to achieve their financial goals.  We value your business and we are dedicated to building long-term relationships with you. We value …

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Inform • Invest • Insure A boutique firm that provides individuals and business on a wide array of financial products and services. Insurance quote About us Insurance We work with strong partners to help secure you, your family, and your businesses financial future for years to come. Learn More get a free quote Travel Insurance …

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