Associates and Industry Partners At 3i Financial we work together with our many industry partners to help our clients to reach their financial goals and manage their risks. We believe that it is a tremendous advantage for us to be able to offer a complete range of financial products. It is also our job to …
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 …
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 …
Living Benefits Health & Dental Insurance Covers the expenses that is not cover under the provincial plan Help cover the costs of out of pocket services such dental, paramedical, ambulance services, hospital, prescription drugs and vision For people who are losing coverage, self employed and does not have group benefits Provides emergency travel medical Source: …
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 …
Travel Insurance What is Travel Insurance? Travel insurance helps you and your family travel in peace. A small accident can become a major expenditure, which could severely impact your family financial security. At 3i Financial, we pride ourselves on providing our clients with the best and most innovative travel insurance products in the marketplace. Products …
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 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 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 …
Executive Team Louise Tam, President President of 3i Financial Group Inc. since November 2004, Louise graduated from the University of Windsor with a Bachelor of Arts degree. She has completed various professional financial industry courses over her 30 years of financial services experience. From 1989 to 1999, she was an Account Manager at the Royal …