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Protecting Yourself and Your Family from Financial Scams
As more Canadians age, financial scams and elder abuse have become a pressing concern. Scammers often target older adults because they may have significant assets and are sometimes more trusting or less familiar with new fraud tactics. Here’s how to recognize common scams, protect yourself, and get help if you suspect abuse.

Devon Ethier, MBA, CFP®, CIM®
May 32 min read
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First Quarter 2025 Market Update
In Q1 2025, Trump took office and trade tariffs unsettled markets. US indices fell, while European indices gained. Canadian and US bond yields dropped, and gold rose. The Bank of Canada cut rates, but concerns over US tariffs loomed. Investors showed a divergent response, with retail investors buying US stocks and institutional investors pivoting away. Diversification remains crucial.

Devon Ethier, MBA, CFP®, CIM®
Apr 117 min read
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Maximize Your Savings: Don’t Miss the TFSA and RRSP Contribution Deadlines
Don’t miss out! RRSP deadline: March 3, 2025. TFSA limit: $7,000. Maximize your savings and tax benefits today!

Devon Ethier, MBA, CFP®, CIM®
Feb 112 min read
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Tariff Troubles - Keeping You Informed: Recent Trade Developments and Your Investments
Recent tariffs are impacting markets. Learn how these changes could affect your investments & our strategy for long-term financial goals.

Devon Ethier, MBA, CFP®, CIM®
Feb 112 min read
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GICs in Decline: Essential Strategies for a Secure Retirement Income
Discover strategies for Canadians to secure retirement income amid declining GIC rates. Diversify investments and maximize tax benefits!

Devon Ethier, MBA, CFP®, CIM®
Oct 1, 20243 min read
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Navigating the Storm: Safeguarding Your Finances Amid Recession Fears
By Devon Ethier, Investment Advisor, iA Private Wealth The topic of a potential recession in Canada remains a significant concern for...

Devon Ethier, MBA, CFP®, CIM®
Sep 11, 20242 min read
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Strategies for Early Mortgage Payoff: Paving the Path to Financial Freedom
Dreaming of a mortgage-free future? Our latest article explores powerful strategies to accelerate your journey to financial independence.

Devon Ethier, MBA, CFP®, CIM®
Nov 21, 20233 min read
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Legacy Planning and Passing Down Wealth
By Devon Ethier, CFP®, MBA, Investment Advisor, iA Private Wealth Inc. Investing is not just about the present; it's about the legacy you...

Devon Ethier, MBA, CFP®, CIM®
Nov 10, 20233 min read
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Balancing Risk and Return in Your Investment Portfolio
By Devon Ethier, CFP®, MBA Investment Advisor, iA Private Wealth Inc. In the world of investments, risk and return are like dance...

Devon Ethier, MBA, CFP®, CIM®
Nov 3, 20233 min read
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Budgeting Basics: A Comprehensive Guide for Canadian Families
By Devon Ethier, CFP®, MBA, Investment Advisor, iA Private Wealth Budgeting is a fundamental tool for achieving financial success and...

Devon Ethier, MBA, CFP®, CIM®
Oct 27, 20233 min read
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Understanding Different Investment Vehicles
Dive into RRSPs, TFSAs, and more – make smart investment choices!

Devon Ethier, MBA, CFP®, CIM®
Oct 17, 20233 min read
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Exploring Registered and Non-Registered Investment Accounts
Explore the world of investment accounts: RRSPs and TFSAs offer tax advantages, while non-registered accounts provide flexibility.

Devon Ethier, MBA, CFP®, CIM®
Oct 17, 20233 min read
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Starting Early: Benefits of Compound Interest for Families
Unlocking Wealth with Compound Interest: Start Early for Your Family's Financial Future. Learn the magic of compound interest.

Devon Ethier, MBA, CFP®, CIM®
Oct 13, 20233 min read
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The Importance of Investing for Long-Term Financial Goals
In today's ever-changing financial landscape, investing has become more than just a financial option; it's a necessity.

Devon Ethier, MBA, CFP®, CIM®
Oct 3, 20234 min read
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Life Insurance at a Time Like This?
Most companies have had to adjust the way business is done, if it can even be done, during the COVID-19 crisis. Most face-to-face meetings

Carol Plaisier
May 3, 20202 min read
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Perspective is Key, Think to the Future
During this time of uncertainty there are some things you can control. It can be difficult not to immerse oneself in negative news; lose...

Carol Plaisier
Apr 1, 20203 min read
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Unprecedented Market Volatility Have you Concerned?
The current market volatility is unprecedented and has many people extremely concerned about portfolio declines. It is easy to say hold on

Carol Plaisier
Mar 1, 20203 min read
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New Year, New Resolution?
How successful was the last New Year's resolution that you made? Unfortunately, many times it seems that these resolutions are not...

Carol Plaisier
Jan 1, 20202 min read
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Happy Halloween!
Here are some financial tips and ‘tricks’ to keep your finances in order.

Carol Plaisier
Nov 3, 20192 min read
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Take Control of your Money
Taking control of your money can change your life, here are a few tips that could help get your financial house in order. Do you have...

Carol Plaisier
Nov 1, 20192 min read
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