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® designation 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: devon.ethier@iaprivatewealth.ca

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: debbie.ethier@iaprivatewealth.ca

After more than 38 years of helping clients achieve their financial goals, Carol retired from her role as an investment advisor in 2024. Carol built her reputation on supporting women through times of transition, including marriage, the birth of a child, job changes, divorce, the loss of a spouse, and downsizing or moving into care. Although now retired, Carol continues to contribute to the office in a new capacity as a branch administrator, sharing her experience to support both clients and the team. Outside the office, Carol enjoys spending time with her puppy Brindl and her three ​