What should buyers watch for?

market volatility. regulatory changes. client retention

Where is the opportunity?

expanding service offerings. increasing online presence. targeting new demographics

3T Financial Services Inc.

Name: 3T Financial Services Inc.
Address: Markham, ON, CA
Telephone: +19055139139

Markham, ON

Phone: +19055139139Format verified (CA)

Website: 3tfinancial.com

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Trust signals

✓ Online since 2016
Format verified (CA)

Mostly positive reviews

3T Financial Services Inc. specializes in personalized financial planning and wealth management.

3T Financial Services Inc. is a trusted financial planning firm located in Markham, Ontario. With over 20 years of experience, Terri Kwan and her team provide tailored services in asset protection, wealth management, and tax planning. They focus on adding value to clients' lives through integrity and expertise, ensuring that each financial solution is customized to meet individual needs. Whether assisting small business owners or professionals, 3T Financial is dedicated to helping clients achieve their financial goals and secure their financial future.

Business stage

established

Local competition

medium

Profile confidence

90%

Services & offerings

Wealth Management Services, Investment Tax Minimization, Financial Planning, Estate Planning, Retirement Planning, Business Succession Planning

Wealth Management Services Investment Tax Minimization Financial Planning Estate Planning Retirement Planning Business Succession Planning

Who they serve

3T Financial primarily targets small business owners and professionals seeking to grow and maximize their assets.

Ideal customer

Industry: Finance
Company size: Small to Medium Enterprises
Decision-maker role: Business Owners and Professionals
Geography: Ontario, Canada

B2B vs B2C focus

B2B 60%B2C 40%

$$Mid-range

Demand pattern

steady

Peak months

JFMAMJJASOND

Services are in demand year-round.

What sets them apart

personalized financial solutions
over 20 years of experience
strong partnerships with tax accountants and estate planners

Year founded

2016

Team size

1-10

NAICS

523930

Mostly positive reviews

The reviews highlight the professionalism, personalized service, and expertise of Terri Kwan in financial planning.

Technology

SquarespaceUses Microsoft 365

Keywords

financial planning wealth management tax planning asset protection retirement planning estate planning business succession financial advisor investment strategies personal finance financial security client-focused