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 …
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 The federal government allows you to accumulate investment income on a tax-sheltered basis until the funds are withdrawn.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 …
Resolving your Complaints At 3i Financial, one of our organizational goals is service excellence. As a leading financial services broker, we take great pride in providing our clients with objective unbiased advice enabling them to achieve their financial goals. We value your business and we are dedicated to building long-term relationships with you. We value …
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. …