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3D Financial, Safeguarding Your Wealth, Securing Your Future
At 3D Financial, insurance is not merely about mitigating risks—it's about safeguarding the future you’ve worked so hard to create. Our specialized approach, tailored exclusively for high-net-worth individuals and growth-focused business owners, weaves together strategic insight, tax-efficient structures, and comprehensive protection. From corporate estate bonds and key-person coverage to advanced buy-sell agreements and life insurance solutions, we deliver clarity from complexity—ensuring you have a robust, adaptive insurance program that fortifies your wealth and empowers your ambitions.
Get StartedOur Insurance Services*
Discover. Design. Deploy.
We leverage our proprietary methodology to build dynamic insurance portfolios that proactively address evolving risks, preserve your legacy, and protect the people and ventures that matter most to you.
Business Insurance Solutions
From key-person insurance that safeguards vital leadership, to corporate-owned life insurance engineered for tax efficiency, we tailor strategies for modern business owners. Our expertise extends to corporate estate bonds, buy-sell agreements, and partnership protection, ensuring your enterprise remains resilient in the face of uncertainty.
Personal Life Insurance
We recognize that each client’s needs are unique. Our whole life and universal life solutions provide powerful avenues for wealth preservation and growth, while our term life offerings deliver targeted, cost-effective protection precisely when needed.
Advanced Risk Management
Beyond traditional life and disability coverage, affluent clients and entrepreneurs often face unique risks that require nuanced planning. We proactively identify and address these specialized exposures, such as protecting high-value assets, managing liability concerns, and mitigating financial vulnerabilities specific to high-growth or high-profile individuals. Our detailed approach uncovers potential gaps in your existing coverage, providing custom-designed solutions that ensure your financial security remains intact—even as your wealth and complexity increase.
Legacy & Estate Protection
Align your long-term vision with multi-generational planning. Our estate insurance strategies minimize taxes, streamline asset transition, and preserve family harmony—offering assurance that your legacy endures for future generations.
Critical Illness, LTC & Disability Insurance
Safeguard your lifestyle, family, and assets against unforeseen health challenges. Our specialized policies, including critical illness, long-term care, and disability coverage, are structured to provide peace of mind while supporting your personal and professional continuity.
Secure Your Legacy with Confidence
Our specialized insurance solutions safeguard what you value most. Engage with our experts today.
contact our advisorsStay Informed, Stay Protected
Get timely insurance insights, expert strategies, and actionable ideas to protect your wealth, delivered directly to your inbox.
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.
