Page Tag: Services

Associates and Industry Partners

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 …

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Privacy Policy

Privacy Policy Privacy Policy We recognize confidentiality is integral to building long-term relationships with our clients, employees, and business partners. In diligently carrying out our role as your trusted advisor and company of choice, part of our duty is to obtain as much information as we can in regards to your personal and financial situation …

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Terms of Use

Terms of Use FULL & FAIR DISCLAIMER If you access and use this Website (the “Site”), you accept and agree to be bound by and comply with these terms (the “Terms”). If you do not accept the Terms, do not use the Site. The Site is operated by 3i Financial Group Inc. and 3i Financial …

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MFDA & FRSA regulations

MFDA | FSRA Regulations 3i Financial is governed by the rules and regulations as set forth by the Mutual Funds Dealers Association (MFDA) for investments products; and by the rules and regulations of the Financial Services Regulatory Authority of Ontario (FSRAO) with respect to insurance products. The key to long-term financial success is as a client, …

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Investment Products

Investment Products Why Choose Investment Products? At 3i Financial Investment Services Inc, we offer a wide range of investment products such as Mutual Funds, Alternative Funds,  Exchange Traded Funds (ETFs). Our advisors are dedicated and experienced to construct a better diversified portfolio of investments. Our advisors will help and guide you in reaching your financial …

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Living Benefits

Living Benefits Health & Dental Insurance Covers the expenses that is not cover under the provincial plan Help cover the costs of out of pocket services such dental, paramedical, ambulance services, hospital, prescription drugs and vision For people who are losing coverage, self employed and does not have group benefits Provides emergency travel medical Source: …

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Business Investments

Business Investment Why Choose Business Investments? At 3i Financial Investment Services Inc, we work in partnership with businesses by offering our financial expertise to help create and add value to your organization. Our advisors are dedicated and experienced to understand the unique financial needs of your business. Our 3i Business Financial Plan is tailored to …

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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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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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