We are a team of diverse and passionate financial professionals working around the clock to give our clients a competitive edge in the financial marketplace. We strongly believe in being transparent with our clients and are here to take the guesswork out of financial matters.

Founded in 2004, 3i Financial is a recognized and respected boutique firm which assists individuals, families, and employers on a wide array of financial products and services such as investments, insurance, group benefits, and pension plans.

We work in partnership with our advisors to provide an enriching environment where they can maximize to their potential and give back to the clients and communities they work with.

Explore our services and contact us to find out more!

3i Financial

Org chart

Teams

Offices