Nov 2001 – Incorporated as International Investment and Insurance Advisors and Associates
Dec 2004 – Name change to trade as 3i Financial Group Inc.
Nov 2005 - Appointment of new CEO.
June 2006- Logo change
May 2007- Incorporated a separate entity 3i Financial Investment Services Inc
June 2008- 3i Financial Investment Services Inc approved as a member with the Mutual Fund Dealers Association (MFDA) licensed to distribute mutual funds.