A Message From Our President

Dear Valued Client,

Welcome to 3i Financial where our only priority is to help you to achieve your financial goals.  Whatever your goals, we will work in partnership with you so that you can feel comfortable knowing that you and the ones you love are on the right financial path.

Let me take a moment to familiarize you with our firm.  Several private investors and employees own the company.  Our core management team has many years of experience in banking, investments, and insurance. As a leading financial service organization we broker a wide range of Investment and Insurance products and services to individuals and corporate clients.  We can provide you with the tools, guidance, and friendly service that make all the difference.  What really sets us apart from other firms is our core values.  We take great pride in putting our clients best interests first and foremost in everything that we do.

As a client of 3i Financial, you will work together with highly skilled financial professionals who are free to choose from a complete range of mutual funds and investment related products and services in order to tailor a 3i Personal Financial Plan to meet your specific needs.  Your Financial Advisor will help you to build a portfolio in line with your investment objectives and risk tolerance.  Your Financial Advisor will also help you to identify and manage financial risk.  Our firm provides the best resources and support to our Financial Advisors to ensure that they in turn can provide you with the best financial advice.

We are very proud of what we have accomplished to date and confident in our ability to continue working in partnership with you to ensure that you reach your financial goals.

Sincerely yours,

Bob Lau

President of Investments