Wealth Management

3D Financial Solutions provides holistic wealth management strategies that integrate every aspect of your financial life.

Independent Advice

We provide an unbiased, independent approach to wealth management, ensuring that every solution is designed solely with your best interests in mind. Our independence guarantees that our recommendations are objective and free from external influence.

A Diversified Approach

Our investment strategies span both traditional and alternative assets, allowing us to build resilient and adaptable portfolios. This flexibility ensures your portfolio evolves with your financial goals, adapting to changing market conditions while mitigating risk.

Fee-Only Structure

As a fee-only firm, our success is directly tied to yours. We operate with complete transparency—no commissions, no hidden incentives. This ensures that you receive objective advice that fully aligns with your financial well-being.

“Our business is people and their financial well-being. We put our clients first, value independence, and act with integrity in everything we do. We’re not focused on being the biggest, but rather on being the best at what we do. We take a long-term approach, investing in sustainable, growing businesses that create lasting value for our clients.” – Scott Delgaty, Portfolio Manager

Our Investment Philosophy

Our investment philosophy is centered on long-term value creation through a diversified portfolio of resilient assets. We capitalize on market volatility, strategically positioning ourselves in high-quality investments when they offer significant value. By focusing on sustainable growth opportunities and managing risk, we enhance returns and create lasting wealth for our clients.

Truly Understanding Your Needs

At 3D Financial Solutions, wealth management begins with understanding your unique needs and goals. We don’t believe in rushing this process. While other firms may offer standard solutions, we take the time to get to know you—your life, your aspirations, and the factors that drive your financial decisions.

Our tenacity is something our clients can vouch for and have come to expect from us. It’s not just about managing your assets; it’s about building strategies that are as personal as your goals. We see this deep understanding as the foundation of our service, not an extra feature.

By focusing on a relationship built on trust, we craft wealth management strategies that align with both your current needs and long-term vision.

Expertise Across Key Areas

Our team’s extensive expertise across key areas—including wealth planning, asset management, insurance and tax strategy—allows us to identify the most effective approaches for preserving and growing your wealth over time.

“3D Financial Solutions has been instrumental in helping us achieve both our short-term financial goals and long-term retirement security. Their personalized and professional service consistently exceeds our expectations.” — Jacques & Theresa

A Robust Structure with Trusted Partnerships

Our firm’s infrastructure is built to provide both security and flexibility. In partnership with iA Private Wealth as our broker-dealer, we ensure your investment transactions are executed efficiently, granting access to sophisticated investment opportunities. NBIN acts as the custodian of your assets, providing regulatory oversight and peace of mind. Combined with our extensive professional network, this structure allows us to deliver highly personalized wealth management solutions, integrating every element of your financial plan to keep you on track toward your goals.

Leveraging a Vast Network

At 3D Financial, we collaborate with a diverse network of specialists across legal, tax, and financial disciplines to deliver well-rounded, informed strategies. Whether working alongside your existing advisors or introducing our trusted partners, we ensure your wealth management strategy is comprehensive and precisely tailored to your needs. This collaboration allows us to address every facet of your financial life with expert precision, ensuring you are always positioned for success.

Other Services

Ready to Take the Next Step?

At 3D Financial Solutions, we are dedicated to helping you achieve your financial goals with personalized, long-term strategies. Schedule a consultation with one of our experienced advisors today, and take control of your financial future.

Frequently Asked Questions (FAQs)

Have more questions? Check out our FAQs for answers to common queries about our services and approach to wealth management.

Stay Connected with 3D Financial Solutions

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3D Structure

3D operates as a multifaceted enterprise, strategically structured to provide comprehensive financial services while maintaining strict adherence to regulatory frameworks.

3D Financial operates independently in financial planning and insurance in Canada. For wealth management services in Canada, 3D Financial Solutions operates under the iA Private Wealth banner, leveraging their infrastructure while maintaining our client-centric approach.

In the United States, 3D Private Client, operates as an independent financial planning firm, unaffiliated with iA Private Wealth. Wealth management services in the U.S. are delivered through iA Private Wealth USA.

By partnering with iA Private Wealth, we are able to present a holistic and robust service offering across regions. 

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Disclaimer: iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates. This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.