Family at a Beach
An individual approach, a personalized plan, your retirement.
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What we do

We help guide people into their retirement, as simple as that.

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Well, not so fast... each person's situation is unique. Most of our time is spent getting to know what makes each of our clients tick. We use a personal discovery process in order to get to know your past, present, and your hopes for the future. Once we have a more complete understanding, we guide each client through our retirement planning process. To learn more about our process, book a meeting or click the link below.

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Our Process
 
OUR TEAM

We have a small but dedicated team of professionals in order to provide high-quality service at a personal level. 

Staff Profiles
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Jennifer Plaisier - Unlicensed Assistant  | Devon Ethier, CFP®, MBA - Investment Advisor | Carol Plaisier, CFP®, FMA, AMP - Investment Advisor

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Have some questions? Contact us

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

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Important Disclosures

 

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates. 

This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.

Insurance products are provided through iA Private Wealth Insurance, which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.