jeffrey.delgaty@iaprivatewealth.ca

+1 450 232 7919

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.

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More Team Members,

Scott Delgaty
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.

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Laval, QC H7T 2R5
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*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.

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