3i Financial, Richmond Hill

About 3i Financial

”3i Financial is a boutique firm specializing in a wide range of financial products and services, including insurance, investments, TFSA, RRSP, asset management, financial planning, mutual funds, and group benefits. 3i Financial is a community-based organization providing a comprehensive financial service solution. We broker financial services and products to individuals, to families, and to business owners. What define our organization as an "International" firm, in name, is the people that work through us and work in partnership with us. Our advisors are currently licensed in the Province of Ontario. The diverse make up of our organization leads to our innovation and growth. We pride ourselves on the service we provide our clients and the support we offer employees. This is the biggest differentiation we have over our competitors. Our Financial Advisors are ready, willing, and able to meet; at the time, and in the place, that is the most convenient for you. Our Financial Advisors come from all over the world and they have different backgrounds and skills that enable them to provide this high level of personalize service. These are the intangibles and competencies that stretch the company to be a creative distribution channel of financial products. Depending on the needs and objectives of the client, we are able to tailor a customized solution. Our open architecture business design leads us to be able to assist new and existing clients with the financial services that they seek. The right expertise will be offered to clients through their relationship manager. Read more

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