Financial Services

financial services

Financial Services

financial services

It is our mission and expertise to work alongside each of our clients to ensure a coordinated and comprehensive planning approach. We develop an in-depth understanding of your current financial situation, then advise and help you to achieve putting a strong financial plan in place. We ensure peace of mind by knowing there is clear direction to your personal and/or business financial planning.

We deliver financial education and investment management services in a way that traditional financial institutions cannot. And we have developed a systemized process for determining our clients’ requirements within the context of their personal values. 

We specialize in:

  • Investment Planning
  • Financial Planning
  • Risk Management & Insurance Planning
  • Tax Planning
  • Retirement Planning
  • Estate Planning
  • Small Business Planning

The 3M Financial Group is comprised of a team of financial strategists building comprehensive management plans and investment portfolios in alignment with the value systems of the people we serve.

You guys have always been my “go-to” company. Not only for me personally with my businesses but are always strongly recommended for all of my industry clients. The attention to detail and involvement with your clients’ best interests from HR to payroll to accounts payable is unsurpassed. Bravo!

Saqib I.

Newmarket, ON

The 3M Group has managed our accounting needs for over 10 years and they truly act as our partner, helping us spot opportunities and grow our business.  They are one of our greatest resources, continuing to save us both time and money with their knowledge and experience.  3M allows us to better focus on our business!

Susie L.

Milton, ON

In my working relationship with 3M Financial Group, I have been very impressed with the quality of their work, the professionalism they display and timeliness of the information they provide. Being able to take advantage of the value-added programs and investment opportunities they provide has been advantageous to me and my company. I highly recommend Atiq and his amazing team to anyone.

Jamal W.

Mississauga, ON