WORLD CLASS
MANAGEMENT-COMMITMENT-SERVICE
About Us
At 3D Financial Solutions, we believe in investing with a purpose. Whether that is to maximize your future lifestyle potential, planning for large purchases, hedging stock options or maximizing your income while minimizing taxes, we provide Investment strategies that are personalized to your unique goals and values.
We are committed to exceptional service through; honesty, transparency, accountability, frequent communication and care. This is our promise to you.
Our Clients Come First. Always.
Who We Help
Pro athletes
Collectively having well over 60 years of wealth management experience under our belts, we’ve successfully advised numerous top-tier athletes helping them transition from amateur, to pro, and beyond.
Corporate Executives
Helping executives of publicly traded companies monetize and/or diversify their concentrated equity positions with more complex tax-advantaged strategies
Cross-border Individuals
Americans in Canada who hold 401(k)s, IRAs, Inherited IRAs, etc. and Canadians moving to the U.S. with registered accounts (TFSAs, RRSPS, RRIFs, etc.)
Planning, Guiding, Protecting
The 3D Wealth Process
When it comes to wealth planning, there is only one person that matters: You. Because this is your life, your goals, your dreams. That’s why we focus on wealth planning for your whole life – from your first job to your last and beyond.
Let us build a wealth plan that puts you at the center of it all, one that takes you from today to tomorrow, pausing now and again to enjoy life’s great moments along the way. We’ve developed a personalized wealth planning process to get to the heart of how we can best help you.
Sharing our Expertise
Schedule a Consultation
Get the answers you need to make sure your money is working as hard as you do.
Call Us Now
Whether you would like more information about our process, fees, advice on a particular case, or to schedule an introductory meeting, we are to help.
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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.