When seeking guidance with respect to your finances, it is very important to find a company that is both competent and ethical.  The next step would be to choose a financial advisor who displays the same characteristics.  This decision should not be taken lightly as you will be providing them both with your personal information and should have confidence that this information will not be misappropriated.  Financial Advisors are governed by the Know Your Client rule, this is important because for any advisor to provide effective service and prudent advice, they must have all the relevant client information at their disposal in order to make an assessment based on a needs analysis and finally to offer professional advice.

At 3i Financial, what matters to us is the performance of the products that we utilize to match our client’s needs.  We expend significant effort to ensure that we only offer the best products and services to our clients from the strongest providers in the financial industry.  We then monitor those products, and companies on an ongoing basis to be sure that they remain the best for you.  Since we deal with a large number of mutual fund and insurance companies’ products, we are free to choose the ones that we believe will perform the best.