3 I Financial

Established in 2004, 3i Financial is a growing boutique firm located in Richmond Hill, Ontario. We proudly serve individuals and businesses across the Greater Toronto Area. Guided by our core values of integrity, personalized service, and long-term partnerships, we empower our clients to achieve their financial goals through a comprehensive range of financial products and services.

Who We Are

International Investment and Insurance Advisors and Associates (3i Financial) is dedicated to providing tailored financial solutions that are specifically designed to address the unique needs of our clients. We believe in the power of collaboration and partnering with leading industry professionals to offer our clients a competitive advantage and freedom of choice.

Our Mission

Our mission is to empower our clients to achieve financial security and prosperity. We achieve this through:

• Inform: Providing clear and accessible financial guidance and education.
• Invest: Offering a diverse range of investment options tailored to individual goals and risk tolerance.
• Insure: Accessing comprehensive insurance coverage for individuals and businesses to mitigate potential risks.

Our Services

3i Financial offers a wide array of financial services that include:

Individual Investments

• Portfolio management and review
• Retirement planning and contribution analysis
• Tax-efficient investment strategies

Business Investments

• Business succession planning
• Risk management solutions
• Employee benefits consulting

Insurance Solutions

• Life insurance planning
• Living benefits analysis
• Travel insurance and group benefits management

Financial Planning

• Comprehensive financial plans tailored to your unique goals and needs
• Regular review and updates to ensure your plan remains relevant

Our Values

Our values guide us in everything we do:

• Integrity: We uphold the highest ethical standards and maintain transparency in all our dealings.
• Personalized Service: We prioritize understanding your individual needs and providing customized solutions.
• Long-Term Relationships: We value building strong, lasting relationships with our clients, employees, and partners.
• Community Involvement: We actively contribute to the communities we serve, demonstrating our commitment to social responsibility.

Our Commitment

At 3i Financial, we are committed to providing our clients with personalized attention, innovative solutions, and exceptional service. We believe in fostering open and honest communication, building trust and empowering our clients to make informed financial decisions.