- M Tam
- Data Provider
3i Financial Group Inc
- 218-300 West Beaver Creek Rd.
- Richmond Hill, Ontario
- L4B 3B1
- Phone: (905) 326-5408
- Fax: (905) 326-5405
- Website
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Description
As a client of 3i Financial, you will work together with highly skilled financial professionals who are free to choose from a complete range of mutual funds and investment related products and services in order to tailor a 3i Personal Financial Plan to meet your specific needs. Your Financial Advisor will help you to build a portfolio in line with your investment objectives and risk tolerance. Your Financial Advisor will also help you to identify and manage financial risk.
Prior to working with KPMG, Eugene worked for Ontario Municipal Employee Retirement System (OMERS), one of the largest pension funds in Canada, for 6 years as an in-house system consultant and project manager. He worked with the Investment Division, Pension Division within OMERS over the years as well as managing and implementing many high profile projects. He has extensive experience in financial and investment systems.
As a 3i Financial Advisor, you will work closely with your Team Leader and Managing Director. Successful candidates will be responsible for providing financial planning services utilizing a wide range of financial products. Financial Advisors are expected to build and maintain long lasting relationships with new and existing clients. We will offer you all the tools, support, and training necessary to service your client’s financial needs.
When seeking guidance with respect to your finances, it is very important to find a company that is both competent and ethical. The next step would be to choose a financial advisor who displays the same characteristics. This decision should not be taken lightly as you will be providing them both with your personal information and should have confidence that this information will not be misappropriated.
At 3i Financial, we focus on online e-services as a way of doing business thus we provide a window for the business owners to manage their group benefits.
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