Your Team

* Please see the disclaimers below for important information regarding entity separation.

Senior Wealth Advisor & Portfolio Manager

Scott Delgaty is a Senior Wealth Advisor and Portfolio Manager with more than 40 years of experience navigating clients through every type of market cycle. He began his career in the early 1980s, building a high-trust private-client practice founded on disciplined portfolio management, thoughtful strategy, and clear, steady guidance. Scott continues to lead the team's investment approach, bringing long-term perspective, rigor, and an unwavering commitment to client success.

Sophie Lalonde

Business Development Manager

Sophie Lalonde is a Certified Financial Planner with more than 25 years of experience in tax-efficient and cross-border planning. As CEO of 3D Financial, President of the Canada–Florida Business Council and Co-Founder of the Strangers in the Night Foundation, she brings strong community leadership and an extensive professional network to her work at 3D Financial Solutions. Her knowledge and holistic approach play a central role in delivering the team's family-office style service.

David Thomas

Associate Investment Advisor

David Thomas is an Associate Investment Advisor with more than three decades of experience supporting clients at 3D Financial Solutions. As one of the longest-standing members of the team, David brings extensive market knowledge, analytical discipline, and steady judgment that have become defining elements of the team's investment approach.

Jeffrey Delgaty

Associate Investment Advisor

Jeffrey Delgaty supports clients and the advisory team through market research, strategic planning, and a strong focus on client service. He contributes to the team's long-term initiatives by refining processes, enhancing the client experience, and supporting the team's growth strategy.

Alexandre Delgaty

Associate Investment Advisor

Alexandre Delgaty supports the team's investment and strategic initiatives through disciplined research and a long-term perspective. He contributes to the development of our family-office framework by exploring innovative ideas and strengthening how we structure client strategies. As part of the next generation of leadership, he brings a forward-looking, client-first approach to the team's ongoing evolution.

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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.

*Financial planning services in Canada are offered through 3D Financial Ltd., 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.