About us
OUR HISTORY
Over 100 Years of Combined Experience
Our Clients Come First. Always.
Over the Decades, our main focus has always been to serve our client’s best interests. We take our responsibilities as your trusted financial consultants and managers very seriously. It is why we continue to make strides in advancing our knowledge and hold ourselves to the industry’s highest standards.
The Benefit of Independence
A large part of our initial move to independence came from a desire to truly have the freedom to provide our clients with services and portfolio management that was free of biases commonly found in the industry: tied selling, proprietary product pushes, exclusive partnerships that come at the detriment of the client, incentive pay/commissions, etc.
Our commitment to providing our clients with an unbiased approach to wealth management is the foundation on which our relationship with iA Private Wealth was built. As such, we enjoy all the benefits of being affiliated to an investment dealer which has solidified its presence in the industry for over 130 years, while maintaining the values that make our firm unique.
Safe and Secure
3D Financial Solutions client records and assets are safe under the care and control of one of Canada’s top financial organizations as iA Private Wealth has partnered with National Bank Financial Inc. to provide clients with their expertise in record keeping, trade execution and custody services.
3D Financial Solutions clients can count on National Bank’s strength and stability to safeguard their investments. Accounts are safe and secure as both iA Private Wealth and National Bank Financial are members of the Canadian Investor Protection Fund (CIPF). A brochure describing the nature and limits of coverage is available upon request.
Planning, Guiding, Protecting
Full Service Wealth Managment
Wealth Planning
Investment Management
Tax Planning
Risk Management
Insurance Planning*
Retirement Planning
Trusts & Estates
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Disclaimer: Insurance products are offered through Scott Delgaty, independent representative. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.