Terms of Use FULL & FAIR DISCLAIMER If you access and use this Website (the “Site”), you accept and agree to be bound by and comply with these terms (the “Terms”). If you do not accept the Terms, do not use the Site. The Site is operated by 3i Financial Group Inc. and 3i Financial …
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 …
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 …
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 …