Testimonials
What our Client 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.
Ms. Lalonde, Mr. Delgaty and their team have been very responsive to our needs, while continuing to advise us on the balance between our short-term income-generating objectives and our long-term retirement security objectives. I expressed my desire to learn about investing principles, and through many interactions, the 3D Financial team has helped me grow both in my skills and maturity as an investor and as an active planner of our financial future. In the process, we have identified new approaches to our investments.
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.
Ms. Lalonde, Mr. Delgaty and their team have been very responsive to our needs, while continuing to advise us on the balance between our short-term income-generating objectives and our long-term retirement security objectives. I expressed my desire to learn about investing principles, and through many interactions, the 3D Financial team has helped me grow both in my skills and maturity as an investor and as an active planner of our financial future. In the process, we have identified new approaches to our investments.
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.Retired Engineer
Sophie has been handling my portfolio for over 25 years. During this time, she has been respectful and forthcoming with guidance, always consulting with me for my approval on investment decisions. She is extremely patient when she explains financial topics and changes to my portfolio when I do not understand them at first. She has been an exemplary adviser in investment strategies, and I have been most satisfied with her service over the years.
ln addition to her excellent work, she has curated a brilliant support staff, which make me truly feel welcomed and cared for. I am always in awe of her knowledge and expertise, and her never ending quest for better financial gain for her clients, all the while keeping my investments safe.
She has accomplished admirable investment certifications, as well as professional experience, all the while being a mother of four; no small feat. I am assured that her integrity is absolute when dealing with me. She is ethical, very professional, yet truly caring for my preferences and needs.
ln addition to her excellent work, she has curated a brilliant support staff, which make me truly feel welcomed and cared for. I am always in awe of her knowledge and expertise, and her never ending quest for better financial gain for her clients, all the while keeping my investments safe.
She has accomplished admirable investment certifications, as well as professional experience, all the while being a mother of four; no small feat. I am assured that her integrity is absolute when dealing with me. She is ethical, very professional, yet truly caring for my preferences and needs.
JANET M.
I've had the pleasure of working with Jeff and Sophie for years! They initially helped me organize my finances and built a plan for me to be able to comfortably purchase my first revenue property, which I purchased a little over a year and a half ago. To say that I'm happy with the service I've received would be an understatement. Jeff and Sophie consistently exceeded my expectations. I wouldn't be where I am today if it weren't for their expertise and guidance.
JONATHAN E.Real Estate Agent
We are both very happy with the personal attention we receive whenever we have concerns about our investments, especially as we near retirement. Their reaffirming the need to continue a "growth" strategy, tempered with balanced diversification, was well appreciated.
JACQUES & THERESA
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Our family has entrusted our financial well being to Sophie for over 20 years and it is with her astute guidance that my parents have been able to live comfortably and enjoy an early retirement.
For myself, what stands out the most is her constant positive demeanor, her unwavering trust in her methodology and the way she treats all her clients.
Sophie cares deeply about her clients and sometimes to a fault, but no matter what she is in the middle of or what time it is she will always make time for her client's needs and support them. This is apparent by the overwhelming number of clients who have been by her side for generations and welcome her positivity and creativity to preserve and compound their hard-earned money.
Sophie & Scott form a great team and have established a methodology that has allowed their clients to reap the benefits based on their goals, investing style, and of course appetite for risk. While Sophie has a great team behind her, she is always open to suggestions but will not hesitate to guide her clients away from the pitfall of buying the popular headline equity.
Finally, even with all the success that she has had throughout her illustrious career, she prides herself on being humble and treating each client with the same level of positivity and care irrelevant of the size of their portfolio. She is present in her community and has always taken the time to give back and support initiatives that speak to her.
For my brother and myself, her planning has allowed us both to attend and graduate from University and start our adult lives without the pressures of student debt.
For myself, what stands out the most is her constant positive demeanor, her unwavering trust in her methodology and the way she treats all her clients.
Sophie cares deeply about her clients and sometimes to a fault, but no matter what she is in the middle of or what time it is she will always make time for her client's needs and support them. This is apparent by the overwhelming number of clients who have been by her side for generations and welcome her positivity and creativity to preserve and compound their hard-earned money.
Sophie & Scott form a great team and have established a methodology that has allowed their clients to reap the benefits based on their goals, investing style, and of course appetite for risk. While Sophie has a great team behind her, she is always open to suggestions but will not hesitate to guide her clients away from the pitfall of buying the popular headline equity.
Finally, even with all the success that she has had throughout her illustrious career, she prides herself on being humble and treating each client with the same level of positivity and care irrelevant of the size of their portfolio. She is present in her community and has always taken the time to give back and support initiatives that speak to her.
For my brother and myself, her planning has allowed us both to attend and graduate from University and start our adult lives without the pressures of student debt.
THE MOTILLO FAMILY
We have been working with Sophie for many years and have come to respect her professionalism and human approach to managing our financial portfolios. She is easily accessible and checks in with us on a regular basis providing us with monthly reviews. With a constantly changing market Sophie assesses data quickly and gets back to us with a coherent plan of action that leaves us feeling confident. She is an excellent advisor and over time we have established a comfortable partnership where we work together on decision making and planning. With the help of Sophie and her diverse team our portfolios have grown consistently and profitably.
BRIAN & LINDA KENEMY
We have been working with Sophie for many years and have come to respect her professionalism and human approach to managing our financial portfolios. She is easily accessible and checks in with us on a regular basis providing us with monthly reviews. With a constantly changing market Sophie assesses data quickly and gets back to us with a coherent plan of action that leaves us feeling confident. She is an excellent advisor and over time we have established a comfortable partnership where we work together on decision making and planning. With the help of Sophie and her diverse team our portfolios have grown consistently and profitably.
BRIAN K.
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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