About us

OUR HISTORY

Over 100 Years of Combined Experience

At 3D Financial Solutions, we’ve seen it all. From irrationally euphoric markets to devastating corrections and recessions, our many years of experience translate directly to the quality of service and advice our clients can expect from our seasoned professionals.
THE MISSION

Our Clients Come First. Always.

Over the Decades, our main focus has always been to protect 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 to 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 Mandeville Private Client Inc. was built. As such, we enjoy all the benefits of being affiliate to an investment dealer which has solidified its global presence in the industry for over 30 years, while maintaining the values that make our firm unique.

Safe and Secure

3D Financial Solutions client records and assets are secure under the care and control of one of Canada’s top financial organizations as Mandeville Private Client Inc. has partnered with Fidelity Clearing Canada ULC (FCC) to provide clients with their global expertise in record keeping, trade execution and custody services.

Fidelity is one of the largest financial institutions in the world and is a global leader in the delivery and servicing of investment accounts, managing over $3.2 trillion in total custodied assets.

3D Financial Solutions clients can count on Fidelity’s strength and stability to safeguard their investments. Accounts are safe and secure as both Mandeville Private Client Inc. and FCC 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

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Financial Planning

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Investment Management

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Tax Planning

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Risk Management

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Insurance Planning

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Retirement Planning

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Trusts & Estates

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