Segregated Funds What is Segregated Funds? A segregated fund is used by insurance companies to manage individual, variable annuity insurance products. Segregated funds are insurance investment products that are similar to mutual funds; however, segregated funds must be issued in conjunction with a life insurance contract. Segregated funds investor may qualify for RESP, TFSA, RDSP …
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 …
Individual Investments Why Choose Individual Investments? At 3i Financial Investment Services Inc, we provide a wide range of individual investment services that are tailored to you. Our advisors will guide you with proper investment strategies. We will help you reach your financial short term to long term goals with our 3i Personal Financial Plan. Investing …
RESP What is a Registered Education Savings Plan (RESP)? A Registered Education Savings Plan (RESP) allows parents and guardians to accumulate the necessary funds to finance a child’s post-secondary education. The federal government allows you to accumulate investment income on a tax-sheltered basis until the funds are withdrawn. Who can open an RESP? Anyone who …
Inform • Invest • Insure A boutique firm that provides individuals and business on a wide array of financial products and services. Insurance quote About us Insurance We work with strong partners to help secure you, your family, and your businesses financial future for years to come. Learn More get a free quote Travel Insurance …
Corporate Profile Who we Are Established in 2004, 3i Financial is a growing boutique firm located in Richmond Hill – Ontario that provides a variety of financial services to help individuals and businesses achieve their financial objectives. Our official name is International Investment and Insurance Advisors and Associates. Inform. Invest. Insure is what we believe. …
Contact Us Fill in the contact form below and we will get back to you as soon as we can. You can also request a call back from us, simply leave us your phone number in the contact form. Get in Touch Numbers Tel: (905) 597-5000 Fax: (905) 597-8366 Business Hours Monday to Friday – …