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 …
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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 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 …
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 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 …
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 …
Join as 3i Advisor Make yourself a standout with 3i Financial Here at 3i Financial our goal is to enhance our advisor’s competitive edge within the industry! Learn More about us Why Join 3i? We are committed to provide an environment that fosters trust, fairness, and equality. 3i works in partnership with our advisors through …