Building, growing and preserving wealth takes planning and a comprehensive, holistic vision. When you work with an iA Private Wealth Investment Advisor, you have a trusted partner who is fully dedicated to your success at every stage of your lifelong financial journey.
Meet the Team
Carol Plaisier, CFP®, FMA
iA Private Wealth
iA Private Wealth Insurance Agency*
Helping clients achieve their financial goals for over 38 years. Carol specializes in helping women in times of transition, such as: Marriage The birth of a child Job changes Divorce Death of a spouse Downsizing or moving into care She provides concise, easy-to-understand information on how to get the most from your finances. Whether you are a veteran investor or are investing for the first time, Carol can help. She is fully committed to individualized solutions for each and every client. When Carol is not at work, she is hanging out with her puppy Brindl, or spending time with her three grandchildren. Get in touch today: firstname.lastname@example.org
Devon Ethier, CIM®, CFP®, MBA
iA Private Wealth
Oceanside Wealth Management Ltd.*
Entering into the financial planning profession in 2015, Devon has since specialized in helping business owners and incorporated professionals save money within their businesses. Using advanced tax planning techniques and sensible saving strategies, Devon has helped numerous clients keep more of their hard-earned money. Devon has a B.Comm. from the University of Toronto and an MBA from Vancouver Island University. He also received his Certified Financial Planner® Certification in 2018. When Devon is not in the office, he is spending time with his wife Clare, and his kids Amelia and Finley. He enjoys travelling, camping, and exploring Vancouver Island. Get in touch today: email@example.com
Making the move into the field of finance in 2022 after a long career managing people in retail sales, Debbie has excelled in adding her organizational magic to our office. Meticulously and attentively, Debbie completes transactions and makes sure that our client's needs are taken care of. When Debbie is not in the office, she will be spending time with her family, camping all over Vancouver Island, and taking her lovely pup Reggie for walks. Get in touch today: firstname.lastname@example.org
"Carol and her staff are pleasant and knowledgable. They are accommodating and able to explain my investments to me in lay-mans terms. I feel confident in my partnership with Carol and would recommend her services."