At 3D financial Ltd., we strongly believe that a 3D Plan- a complete and carefully crafted financial road map that covers all bases- will lay the foundation for achieving all your current and future lifestyle as well as financial goals.
About Us
Empowering Others
for Over 25 Years
We’ve provided countless clients of varying backgrounds and financial situations with the confidence and clarity needed to take back control of their finances. Over the years, we’ve dedicated oursleves to continually push the boundaries of our own knowledge and expertise as financial planners to maximize the positive impacts that our recommendations have on our clients’ lives.
Timeline of Company Events
2001
DLFG Team Formed
Sophie Lalonde and
Scott Delgaty merged
their practices to form
the DLFG team
2003
Divorce Cases
Recognized as a legal
expert before the courts for matrimonial cases
2004
SITN Foundation
Co-founded the SITN foundation known as "Strangers in the night" whose mission is to help sick children as well as to support
disadvantaged and under served communities
2005-2011
Forming Trade Networks with Russia
Invited to open trade networks between Russia and North America; including bank restructuring and the Russian stock exchange (RTS), now MICEX
2015
One of Canada's Best Advisors
Named one of Canada's top 50 financial advisors by Wealth Professional Canada
2017
Going independent
The DLFG team left the banks
to create an independent asset management firm; 3D Financial Solutions, with a
specialty in cross-border cases (CAN/US)
2018
Economic Mission in China
Sophie was invited by the Mister of international affairs to represent Quebec's interests in the Economic Mission in China.
2018
Putting our Expertise to the Test
Sophie was a finalist in the Planplus Canada Financial Planning Awards competition
2020
3D Financial Ltd. Created
3D Financial Ltd. was opened as an independent financial planning solution
2020
Named Financial Planning Firm of the Year
3D Financial Ltd. won the FP Monthly Global Award for 'Financial Planning Firm of the Year'
2021
Corporate Excellence Award
3D Financial Ltd. is a recipient of Corporate Vision Magazine's 2021 Corporate Excellence Awards