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Guiding Your Financial Future with Clarity and Independence.
A dedicated partner empowering you to confidently navigate every step of your financial journey.
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3D Financial Solutions was founded on a simple idea: that families deserve clarity and disciplined guidance when navigating their wealth. Our team began their careers in large Canadian banks, where they spent over two decades refining their expertise in portfolio management, planning, and client service. That experience shaped our belief in what great advice should look like, and ultimately inspired our decision to move to an independent model where clients come first, free from the constraints of traditional institutions.
What began as a small advisory practice has grown into a boutique, cross-border wealth platform serving clients across Canada and the U.S. We help clients simplify complex financial lives, coordinate multi-faceted strategies, and make informed decisions with confidence.
As we continue to grow, one thing remains unchanged: the belief that exceptional wealth management begins with clarity, integrity, and human connection.
Clients First
Every decision we make starts and ends with your best interests. Your goals, values, and unique needs drive our actions, ensuring that your success is always our priority.
Independent and Unbiased Advice
Our independence empowers us to offer truly unbiased advice. Without any pressure to promote proprietary products, we're free to recommend strategies genuinely aligned with your individual objectives.
Integrity at Our Core
Integrity is embedded in everything we do, guiding our transparent pricing, clear communications, and straightforward advice. You can always count on our honesty, accountability, and fairness.
We believe disciplined, goals-based investing creates the strongest foundation for long-term success. Our approach focuses on optimizing each client’s portfolio to align with their unique needs, priorities, and time horizon — not with generic models or market noise.
We build portfolios intentionally, combining high-quality public markets with alternative investments that enhance resilience, broaden opportunity, and support multi-decade growth. Rather than relying on traditional diversification alone, we design each portfolio as a cohesive system, one that balances risk, liquidity, tax efficiency, and long-term purpose.
Every mandate is bespoke, crafted with the rigor and discretion of a family-office approach and grounded in a clear understanding of your evolving objectives.
Our team brings more than 100 years of combined experience across wealth management, cross-border planning, banking, and portfolio strategy. We spent decades inside large financial institutions before choosing to build a boutique platform that allows us to serve clients with greater clarity, independence, and precision.
This background gives us a perspective that is rare in firms of our size. We have managed portfolios through multiple market cycles, guided clients across complex jurisdictions, and navigated financial decisions at every level of sophistication. The result is a depth of judgment that comes only from years of working directly with families, entrepreneurs, and professionals whose financial lives extend across borders and generations.
Clients rely on us not simply for technical expertise, but for the level of thought, structure, and discernment that comes from long-standing experience applied with a modern, client-first approach.
Our name encapsulates our client-first philosophy and meticulous approach to wealth management. Our distinct, three-step methodology ensures your financial strategy is tailored, precise, and continually optimized:
Discover
Every strong financial relationship begins with deeply understanding your complete financial landscape, your aspirations, family dynamics, and personal nuances. By fully appreciating your unique situation, we identify opportunities and address risks others might overlook, establishing a robust foundation for your financial future.
Design
With the clarity gained from discovery, we craft sophisticated, customized strategies designed to preserve and grow your wealth. Every recommendation we offer thoughtfully considers both your long-term goals and the needs of your family, ensuring a bespoke experience that evolves with your journey.
Deploy
We decisively implement your personalized strategy, continually monitoring and adjusting it to align with life changes, evolving family priorities, and market shifts. Our ongoing proactive management and personalized support ensure your peace of mind at every life stage.
Still curious? Here’s what clients often want to know.
We work with clients who require thoughtful, integrated wealth management: business owners, high-earning professionals, multigenerational families, charitable organizations, and anyone navigating Canadian–U.S. financial considerations. If your finances are complex and you want clear, disciplined guidance, our model is built for you.
Our boutique structure enables us to deliver highly personalized attention and proactive responsiveness tailored specifically to your long term objectives. Our clients value our straightforward fee structure and our commitment to timely, thoughtful advice, no matter how simple or complex your questions may be. Leveraging our knowledge, we design dynamic solutions that evolve seamlessly alongside your needs, providing clarity, confidence, and peace of mind every step of the way.
Expect proactive communication, personalized guidance, and direct access to seasoned professionals dedicated to your success. Our team’s collaborative approach ensures you benefit from clear, insightful, and decisive action tailored specifically to your evolving circumstances.
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