top of page

Articles & Updates
Search


Devon Ethier, MBA, CFP®, CIM®
Oct 1, 20243 min read
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!
26 views0 comments


Devon Ethier, MBA, CFP®, CIM®
Sep 11, 20242 min read
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...
32 views0 comments


Devon Ethier, MBA, CFP®, CIM®
Nov 21, 20233 min read
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.
31 views0 comments


Devon Ethier, MBA, CFP®, CIM®
Nov 10, 20233 min read
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...
48 views0 comments


Devon Ethier, MBA, CFP®, CIM®
Nov 3, 20233 min read
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...
48 views0 comments


Devon Ethier, MBA, CFP®, CIM®
Oct 27, 20233 min read
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...
31 views0 comments


Devon Ethier, MBA, CFP®, CIM®
Oct 17, 20233 min read
Understanding Different Investment Vehicles
Dive into RRSPs, TFSAs, and more – make smart investment choices!
30 views0 comments


Devon Ethier, MBA, CFP®, CIM®
Oct 17, 20233 min read
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.
38 views0 comments


Devon Ethier, MBA, CFP®, CIM®
Oct 13, 20233 min read
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.
33 views0 comments


Devon Ethier, MBA, CFP®, CIM®
Oct 3, 20234 min read
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.
58 views0 comments


Carol Plaisier
May 2, 20202 min read
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
44 views0 comments


Carol Plaisier
Mar 31, 20203 min read
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...
48 views0 comments


Carol Plaisier
Mar 1, 20203 min read
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
64 views0 comments


Carol Plaisier
Jan 1, 20202 min read
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...
9 views0 comments


Carol Plaisier
Nov 3, 20192 min read
Happy Halloween!
Here are some financial tips and ‘tricks’ to keep your finances in order.
28 views0 comments


Carol Plaisier
Oct 31, 20192 min read
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...
31 views0 comments


Carol Plaisier
Aug 6, 20191 min read
Have you checked to see if your retirement funds are locked in?
You need to know to make sure you can access the retirement income you expect
6 views0 comments


Carol Plaisier
Aug 1, 20191 min read
Financial Fitness - August 2019
If you are invested in the markets you are familiar with market volatility and the effect it can have on your portfolio.
29 views0 comments


Carol Plaisier
Jul 1, 20192 min read
Island Woman - July 2019
It is prudent to also appoint a contingency POA in the event the attorney is unable to act or predeceases you.
3 views0 comments


bottom of page