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Retirement Planning

Managing your money so you can make the most of your retirement years. Your retirement plan should balance your needs, wants and the reality of your finances.

Estate Planning

Estate planning is the process of arranging for an orderly transfer of your assets to the people you want to receive them.​​

Risk Management

You never know what tomorrow brings but you can certainly prepare for it to mitigate a risk by having a plan or strategy to protect you and your loved ones

Our Process

We do not use one size fits all approach,

we are different and have different dreams and aspirations and expectations,

so that why we have a one-on-one discussion to understand you;

your needs, your goals and the lifestyle you want.

Our process sets you on a course toward achievement of your

life goals through the proper management of your financial affairs.

It is more than budgeting and cutting back,

it’s a balances what you need and want today with the personal goals you have for the future

  • Fact Finding

    We rely on you to provide all the relevant information about your financial situation and life objectives, goals, priorities and aspirations.

  • Looking at opportunities and problems

    To balance what you need and want today with the personal goals you have for the future.

  • Recommendations and solutions

    We help you to understand where you stand relative to your goals and present recommendations to help you meet them.

  • Where the rubber meets the road

    We go out of our way to make the implementation of our solutions as easy as possible for you, and we’ll keep you informed throughout the process.

  • Keeping you on the track

    Your goals or priorities may change over the years due to changes in your lifestyle or circumstances, such as a birth, an inheritance, marriage, house purchase or change of job status.

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Disclosure

The services of providing mutual funds and labour- sponsored funds are offered through "3i Financial Investment Services Inc." The services of providing life insurance and other non-investment plans are offered through "3i Financial Group Inc." Both are separate legal entities. 3i Financial Investment Services Inc. is a member of the Mutual Fund Dealers Association (MFDA) licensed to distribute mutual funds.

Latest News

  • The Best Guaranteed Investment That Withstands The Market Ups & Downs! Part 2April 17, 2020 - 3:56 pm
  • The Best Guaranteed Investment That Withstands The Market Ups & Downs.March 26, 2020 - 2:44 pm
  • 3 Key Essentials To Build a Thriving LegacySeptember 20, 2019 - 5:59 pm
  • Is more of hard-earned money going to your loved ones or the government?September 13, 2019 - 3:00 pm

Business Hours

Our support Hotline is available 24 Hours a day: (647) 905 0474

  • Monday-Friday: 9am to 6pm
  • Saturday: 10am to 2pm
  • Sunday: Closed
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