3D Financial Solutions, Safeguarding Your Wealth

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 for high-net-worth individuals and 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.

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Our Insurance Services*

Discover. Design. Deploy.

We leverage our 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.

Review Business Protection Strategies

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.

Discuss Your Legacy Goals

Critical Illness, LTC & Disability Insurance

Safeguard your lifestyle, family, and assets against unforeseen health challenges. Our 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 Health Coverage

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.

Explore Life Insurance Solutions

Secure Your Legacy with Confidence

Our specialized insurance solutions safeguard what you value most. Engage with our experts today.

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Discover. Design. Deploy.

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Address
3080 Boulevard le Carrefour, Suite 500
Laval, QC H7T 2R5
Canada
Contact
+1 (450) 232 7920
info@3dfinancial.ca
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Disclaimer: iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates. This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered. Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions. Insurance products are offered through Scott Delgaty, independent representative. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

*Insurance products and services are offered through 3D Financial, an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

The information on this web site is intended for use by Canadian Clients only.
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