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Boutique Insight, Tailored Solutions — Navigating Financial Complexity with Confidence.
At 3D Financial Solutions, we dive deeper, plan smarter, and execute decisively—delivering the clarity, structure, and support you need to confidently pursue what matters most.
Wealth Management
Financial Planning
Cross-Border
Insurance*
Our 3D Methodology
At 3D Financial Solutions, your wealth deserves meticulous care—never cookie-cutter solutions. Our distinctive three-step methodology ensures your financial strategy is clear, precise, and dynamically managed:
At 3D Financial, your wealth deserves meticulous care—never cookie-cutter solutions. Our distinctive three-step methodology ensures your financial strategy is clear, precise, and dynamically managed:
At 3D Financial, your wealth deserves meticulous care—never cookie-cutter solutions. Our distinctive three-step methodology ensures your financial strategy is clear, precise, and dynamically managed:
Each Project We Undertake Is A Unique Opportunity To Bring Innovative Ideas To Life.
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Understanding Our Structure
Our services are provided through multiple distinct entities:
- 3D Financial: Insurance and financial planning services in Canada (regulated provincially; no investment products offered).
- 3D Financial Solutions (iA Private Wealth): Investment advisory and wealth management services in Canada, regulated by CIRO.
- iA Private Wealth USA: Investment management and advisory services provided in the United States, regulated by SEC.
- 3D Private Client: Financial planning and advisory services in the United States (no investment products offered; regulated by applicable state authorities).
Each entity is separate, independently regulated, and provides services exclusively within its licensed jurisdictions.
