About Us

After 25 years of working for financial institutions of all sizes, 3D Financial Ltd. was established as a full service private office with international reach.

Through the years, our clients’ needs changed, but financial firms did not. We were tired of the larger institution’s bottom-line approach; forced product pushing, high fees, commissions and unclear fee structures, cookie-cutter portfolios, and standardized investment plans.

We wanted to get away from this impersonal approach to wealth management and financial planning, and instead, have the freedom to offer a more client-focused approach.

At 3D Financial Ltd., we believe that proper financial management should be unbiased, personalized and it should give you clarity and control over your finances.

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+
YEARS
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SATISFIED CLIENTS

Our Areas of Expertise

Cross-border Planning
Retirement Planning
Divorce Planning
Estate & Legacy Planning
Insurance Planning

What Clients Have to Say

3D Financial helped us with cross-border financial advice, financial planning and plan execution throughout the process of disengaging from the US and establishing ourselves in Canada, with a lot of related support along multiple dimensions. 3D Financial has always performed in a professional, friendly, responsive and efficient manner in our interactions. But, beyond that, they have repeatedly gone above and beyond to make what could have been an impersonal process feel very inviting and safe. Given the nature of the retired life my wife and I have chosen, it gives us great confidence to feel that Sophie and Scott have our backs.
Talib H., Ph.D.
A friend recently suggested that I go and consult Mrs. Sophie Lalonde, certified financial planner. I used the services of Ms. Lalonde in the context of evaluating my financial situation and optimizing strategies. I want to emphasize her professionalism and her obvious knowledge, which allowed her to quickly grasp my situation and suggest solutions adapted to my needs. The report she provided far exceeded any that I had seen so far. It is also very pleasant to work with her, because she is human and has a good sense of humor. I recommend it without any hesitation.
Dr. Michel Pineau
The 3D Financial team have been instrumental to stepping my personal and business financial planning and investments to the next level. Their expertise for both my personal and corporate needs was evident from the get-go, the services and value they have provided me have far outweighed the costs. I can’t recommend them enough.
Matthieu R.Business owner
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