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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.
We believe that wealth management should never be limited by corporate agendas or cookie-cutter solutions. After more than three decades working within major financial institutions, our founders realized that clients needed unbiased, personalized guidance free from institutional conflicts. Driven by this vision, we established our independent boutique firm in 2017, dedicated entirely to client-focused, tailored financial advice.
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.
Our team has over a century of combined experience managing complex financial needs for discerning clients—ranging from multi-generational estate planning to sophisticated investment strategies. Whether you’re seeking to preserve your legacy, explore philanthropic endeavors, or address cross-border considerations, we bring a high level of specialized knowledge to every engagement.
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 specialize in working with sophisticated individuals, high-growth business owners, multi-generational families, charitable organizations, and those facing cross-border complexities. Essentially, we thrive on complex scenarios and intricate financial challenges—if you have a financial “headache,” we’re likely the right fit.
We selectively accept new clients to ensure the right mutual fit. Our priority is building meaningful relationships that add genuine value. If we feel we aren't the ideal match for your needs, we'll communicate transparently and promptly to respect your valuable time.
Our boutique structure enables us to deliver highly personalized attention and proactive responsiveness tailored specifically to your 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.
Stay Ahead of the Curve
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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.
