About Us
Who are we?
3T Financial Services Inc. is a brokerage that provides multiple types of financial services to our clients. With more than 20 years of experience and exceptional product and market knowledge, we help our clients create a financial plan combining multiple products (Insurance, Investment Funds, Annuity, etc.) that cover all areas and stages of life based on each individual’s financial and life backgrounds. Our highest priority is to help our clients to achieve their financial goals to have peace of mind knowing their loved ones and themselves are well taken care of.
Designations
Terri holds the following titles to provide holistic services for her clients:
Certified Financial Planner (CFP)
Chartered Life Underwriter (CLU)
Certified Health Insurance Specialist (CHS)
Terri’s Achievements
Terri is a top performer in the industry, with numerous recognitions:
Lifetime Member of the Million Dollar Round Table (MDRT)
Top of the Table (TOT)
Court of the Table (COT)
Community Involvements and Sponsorships
Sponsor of Miss Chinese Toronto Pageant (2011 - 2023)
Mandarin Profile Awards (2014 - 2023), sponsor for the Entrepreneur Award
