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.

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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

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The 3D Wealth Process

When it comes to financial planning, there is only one person that matters: You. Because this is your life, your goals, your dreams. That’s why we focus on financial planning for your whole life – from your first job to your last and beyond.

Let’s build a financial 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.

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