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Our Team

Carol Plaisier, CFP, FMA, AMP
Investment Advisor - iA Private Wealth
Insurance Advisor - iA Private Wealth Insurance Agency 

Devon Ethier CFP, MBA
Investment Advisor - iA Private Wealth
Insurance Advisor - D.B. Ethier Wealth & Estate Planning Ltd. 

Helping clients achieve their financial goals for over 35 years. Carol is an experienced investment advisor, insurance professional as well as a licensed mortgage broker. She provides comprehensive financial planning solutions, retirement planning, estate planning as well as brokerage services. She is fully committed to individualized solutions for each and every client.

Through a holistic financial planning approach, Devon strives to create a thorough, thoughtful plan that aids in understanding and achieving financial goals. Devon is a graduate of Vancouver Island University as well as the University of Toronto's Rotman School of Management. He received his Certified Financial Planner Certification in 2018 and is currently pursuing the Chartered Investment manager designation. 

Jennifer Plaisier
Unlicensed Assistant 

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.

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