3D Financial

Awesome folks that work closely with me to make sure that my financial planning and investment goals are met. Very responsive and friendly service.

I am truly satisfied by my advisor. I switched my money over with 3D Financial and I couldn't be happier. All my questions were answered rapidly and my advisor gave me a call every now and then to discuss my portfolio's performance. My portfolio is doing very good ! Very friendly environment. Never going anywhere else.

Finding 3D Financial was a wonderful moment. After years of investing with and being asvised by some of the Canadian Big Boys, I have been delighted with the superb, caring service from 3D Financial. Great analysis of my current situation, my future needs, and my exposure to risk. The net result gas been beyond all possibke expectation in terms of exceent returns from secure investments and a reporting system that answers all possible questions. Regular phone chats with the boss about my situation, my investments and the state of the market put my mind at rest. I have never before felt so relaxed and so professionally supported as i think more and more about ancient old age and my childrens inheritance. Well done all round. Could not be better.

Excellent service, great team

Very professional, friendly and savoir-faire!

Having both Sophie and Scott manage my RRSPS for the last 21 years, I can say without a doubt that entrusting my Retirement Porfolio with 3D Financial was a great decisison. They take the time to understand you as a person, and the level of comfort you have with risk. Most of all, they are personable and professional, and they do a great job at making your money grow in a responsible manner. I know my Retirement is in good hands!

Entreprise de confiance!

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.

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.