Carol Plaisier, CFP®, FMA, AMP

Investment Advisor, HollisWealth, a division of Scotia Capital Inc.
Insurance Advisor, HollisWealth Insurance Agency Ltd.

Oceanside's Financial Expert, With Over 30 Years Experience

Carol Plaisier

Oceanside's Financial Expert

Carol Plaisier - Financial and Mortgage Expert

Wealth Management Services

HollisWealth is fully committed to providing you with both the products & services and the personalized advice you need to achieve your financial and lifestyle goals.

Our Services Include

Mortgage Services

HollisWealth is fully committed to providing you with both the products & services and the personalized advice you need to achieve your financial and lifestyle goals.

Our Services Include

Latest Articles

  • The Importance of Naming Beneficiaries

    The Importance of Naming Beneficiaries

    Naming beneficiaries for assets when possible can be very beneficial. If you do not name specific beneficiaries the default is to your estate. This can cause delays to the beneficiaries to receive proceeds and it can be more costly...
  • What is Tax Efficient Investing?

    What is Tax Efficient Investing?

    Many of you have heard of tax efficient investing, but what does it really mean for you and your portfolio? Today we will discuss different types of investors and what benefit is gained by tax efficiency.

  • Managing Household Finances Team Effort

    Managing Household Finances Team Effort

    No one likes to be left out, and this is especially true for couples and their finances. Many couples split household duties; one may do all the cooking and the other all of the housework or yardwork.

  • Do Away With Some of the Clutter in Your Life

    Do Away With Some of the Clutter in Your Life

    Retirement is an opportunity to do away with some of the clutter in your life. Most people have collected a myriad of possessions over the years; and now is a good time to simplify your life.

Financial Planning - Mortgage Services - Insurance

HollisWealth is a trade name of Scotia Capital Inc. and HollisWealth Insurance Agency Ltd. HollisWealth is a division of Scotia Capital Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Brokerage services provided by HollisWealth are provided through Scotia Capital Inc. Insurance products provided by HollisWealth are provided through HollisWealth Insurance Agency Ltd. ® Registered trademark of The Bank of Nova Scotia, used under licence.

The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed are those of the advisor alone and not those of HollisWealth. This website is not deemed to be used as a solicitation in a jurisdiction where this HollisWealth representative is not registered.

Mortgages by referral provided by Invis

HollisWealth and the Scotiabank companies do not provide income tax preparation services nor do they supervise or review other persons who may provide such services.

For further information, Carol can be reached at the HollisWealth office in Parksville at 250-248-2399 or by email at .