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Cross-Border Wealth Management for Americans with Canadian Interests
Hold Canadian assets with confidence.
Our CIRO-licensed advisors provide expert oversight of your Canadian holdings while you reside in the United States. 3D Financial Solutions manages your investments with careful attention to Canadian regulations, CRA filings, and withholding requirements—helping you stay compliant and strategically organized.
Get StartedComprehensive Wealth Services
Discover. Design. Deploy.
Through our proprietary framework, we assess your current situation, craft tailored strategies that align with your financial ambitions, and execute them with precision—so you can enjoy an integrated, future-ready financial plan.
Asset Management
We carefully craft your Canadian portfolios using deep market insights, sophisticated strategies, and access to alternative investments—creating opportunities beyond traditional holdings. Our proactive management approach keeps your portfolio clearly aligned with your goals and adapts dynamically as markets evolve, making your Canadian assets work intelligently for your long-term financial vision.
Advanced Tax Mitigation
Our experts actively handle your Canadian tax responsibilities, clearly guiding you through non-resident tax filings, withholding considerations, and identifying opportunities, such as elective tax filings, that may improve your after‑tax results. By proactively managing timing around income, investment gains, and currency exchange, we help you anticipate tax outcomes rather than react to them—giving you clarity and control over your Canadian financial decisions.
Legacy & Estate Planning
For U.S. residents holding Canadian assets, we design sophisticated estate-planning solutions tailored to Canadian legal requirements, proactively addressing probate considerations, inheritance structures, and beneficiary designations, helping you effectively pursue your legacy objectives.
Retirement & Investment Strategies
We create personalized retirement strategies designed to effectively manage your Canadian retirement resources, providing proactive guidance on contributions, withdrawals, and tax-efficient planning to keep you clearly focused on your long-term financial goals.
Business Owner Planning
We provide tailored guidance for U.S. residents managing Canadian business interests, helping you navigate Canadian tax compliance, provincial regulatory requirements, and efficient structuring of your Canadian holdings. Our advice supports clarity and efficiency in managing your Canada-based business assets.
Navigate Your Wealth with Confidence
Let our Canadian‑licensed advisers streamline every aspect of your Canadian wealth while you live in the United States. We’ll design personalized strategies that adapt to your evolving goals, so you can thrive wherever life leads you.
Connect With an ExpertNavigate Complexity with Clarity and Confidence
Understanding Our Structure
Information on this page is provided by 3D Financial Solutions / iA Private Wealth Inc., a Member of CIRO and CIPF. It is intended for U.S. residents holding Canadian‑domiciled assets. U.S. investment services are available through iA Private Wealth (USA) Inc. under separate engagement.
Each entity is separate, independently regulated, and provides services exclusively within its licensed jurisdictions.
