3d Financial

3D Financial provides financial planning support to individuals and families across Canada and the United States. Our work focuses on long term financial planning, helping clients structure their affairs with clarity, while addressing tax efficiency, family governance and education, and multigenerational considerations as life unfolds. Our role is to provide structured financial planning, scenario analysis, and ongoing guidance, working seamlessly with the other professionals in our advisory circle, including legal, tax, and accounting advisors. As an independent firm, we act in our clients’ best interests and tailor planning strategies to each client’s personal and family circumstances. Regulatory Disclosure: Financial planning services are offered by Sophie Lalonde, and these services and products are not provided by, and are entirely independent of, those offered by iA Private Wealth Inc. Only products offered directly through iA Private Wealth Inc. are eligible for coverage under the Canadian Investor Protection Fund, subject to certain conditions. iA Private Wealth Inc. does not guarantee the quality, reliability, or accuracy of third-party products or services. For any questions, please contact your advisor.