Advisor
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 …
CIRO & FRSA regulations
CIRO | FSRA Regulations 3i Financial is governed by the rules and regulations as set forth by the Canadian Investment Regulatory Organization (CIRO) for investments products; and by the rules and regulations of the Financial Services Regulatory Authority of Ontario (FSRA) with respect to insurance products. The key to long-term financial success is as a …
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 …
Group Benefits
Group Benefits What is Group Benefits? Group benefits helps employers provide health care insurance for theirs employees that is not cover under the provincial health care program. Group benefits plan can put employees at ease and improve morale, which also boost productivity at workplace. Employers can build a plan that fits their organization. At 3i …
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 …
RDSP
RDSP What is a Registered Disability Savings Plan (RDSP)? The Registered Disability Savings Plan (RDSP) is a registered savings plan specifically designed for Canadians with disabilities and their families to save for a long-term financial needs. The plan allows a person who is eligible for the federal disability tax credit to accumulate up to $200,000 …
RRSP
RRSP What is a A Registered Retirement Savings Plan (RRSP) A Registered Retirement Savings Plan (RRSP) is a personal savings account registered with the Canadian government to help individuals accumulate capital on a tax-deferred basis for their retirement including tax deductions. The objective is to help individuals grow their savings in a tax free environment …
TFSA
TFSA What is a Tax-Free Savings Account (TFSA)? The Government of Canada introduced the Tax Free Savings Account (TFSA) in 2009 to provide Canadians with a personal savings vehicle, tax free. Who qualifies? Canadian residents with a valid Social Insurance Number (SIN) and is 18 years of age or older. Note: Non-residents may be eligible …
Advisor Resources
Advisor Resources Ingle Assurance Agent Portal Click here Allianz Travel Insurance Click here Click below to be redirected to 3i resource repository Resource Repository