Comprehensive Wealth Management
3D Financial Solutions provides holistic wealth management strategies that integrate every aspect of your financial life.
Independent Advice
We provide an unbiased and independent approach to wealth management. Every solution we create focuses on your best interests. 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
We centre our investment philosophy on long-term value creation through a diversified portfolio of resilient assets. We capitalise 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 wealth management 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
Robust Structure with Trusted Partnerships
At 3D, we’ve built a structure that not only supports our clients’ long-term financial success but also integrates key partnerships that enhance the level of service we provide. Our partnership with iA Private Wealth exemplifies this approach. Through iA, we gain access to a highly reputable, secure infrastructure that allows us to offer comprehensive wealth management solutions, all while maintaining our independent decision-making and personalized client service.
Additionally, our collaboration with National Bank Independent Network (NBIN) plays a critical role in ensuring the seamless management of our clients’ assets. As one of Canada’s most trusted custodians, NBIN provides the backbone for the safekeeping and efficient administration of our clients’ investment portfolios. This partnership allows us to deliver a robust, secure, and reliable service while focusing on the personalized, independent strategies that define 3D.
Together, these trusted partnerships with iA Private Wealth and NBIN enable us to combine the best of both worlds: the strength and stability of large national institutions with the tailored, hands-on approach that our clients expect from us.
Leveraging a Vast Network
Leveraging a Vast Network of Expertise
At 3D, our ability to deliver bespoke financial strategies is reinforced by the extensive network of professionals and experts we collaborate with. From top-tier tax advisors and legal specialists to industry-leading investment professionals, we ensure that every facet of our clients’ financial landscape is addressed with the highest level of expertise. This network extends beyond the borders of traditional financial services, reaching into specialized fields that allow us to craft solutions tailored to the unique complexities of high-net-worth individuals and families.
We don’t simply rely on these relationships—we actively integrate them into our process, ensuring that every decision we make is informed by the deep knowledge and insight of trusted partners. Whether it’s navigating complex tax structures, exploring alternative investment opportunities, or providing estate planning advice, our network operates as an extension of our team, offering clients access to an unparalleled depth of experience and resources.
By leveraging this vast network, we provide a truly holistic service, seamlessly connecting every aspect of a client’s financial life. This ensures that our strategies are not only comprehensive but also dynamic, capable of adapting to changing market conditions and personal circumstances with precision and confidence.
Other Services
Financial Planning
We develop holistic wealth plans that align with your financial goals. From managing cash flow to tax efficient investing and securing a legacy to planning for future milestones, we create a roadmap to help you stay on track and achieve long-term success.
Cross-Border Planning
For clients managing wealth across the U.S. and Canada, we offer expert guidance to ensure your assets and strategies remain aligned with your goals, no matter where you reside. We help navigate tax complexities, manage currency risks, and optimize your global portfolio with precision and care.
Insurance Solutions
Our insurance solutions are designed to protect your wealth and secure your legacy. We work with you to ensure that your assets and loved ones are safeguarded, providing peace of mind in every stage of life.
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.
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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.
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.