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

  • What Keeps You Up at Night?

    What Keeps You Up at Night?

    What keeps you up at night? Many feel anxious about their finances due to unexpected expenses, health care costs and credit card debt. If you are one of those people, there are a number of steps you can take to help to dispel some of those fears.
  • Individual & Company Insurance

    Individual & Company Insurance

    Many small business owners have a strong team of employees that helped their business to succeed. There are a number of ways to reward loyal behavior, but one of the greatly appreciated ways is to offer a group benefits plan. Typically, these include a medical and dental package, with coverage for employees and their spouse and dependents. A healthy workplace with healthy employees provides a positive impact on business operations and customer perception. Group plans can be simple for a new small business, or more complex with more features as business grows. Offering a group plan can also attract future employees to your business, or help you to retain good employees. Employers can choose how much they wish to contribute to the health plan and how much the employee will pay. Sometimes the employees are given a set amount they can spend before they have to pay the full cost of treatment. Group plans are becoming more flexible, so an employer can have it customized to suit their needs and their employee’s needs. Instead of group plans, some employers choose to offer Health Spending Accounts. These plans can offer employees health benefits up to a certain dollar amount annually, and the employers are able to save tax dollars by having the medical expenses 100% tax deductible to the corporation. Health Spending Accounts are often less expensive and more flexible than traditional monthly premium plans – A few challenges with traditional plans include: premiums are paid whether or not you access the service, there may be restrictions to annual amounts that will be covered under the plan and there may be a limit for how many times you can access a service annually. Health & dental plans can be expensive, ensure you know all of your options – whether you have employees, or run a small one or two owner business.
    Take charge of your financial future in 2017, call an advisor today!
  • Tax Tips

    Tax Tips

    If you are filing a personal tax return for 2016, you should know by now, or shortly, if you owe Canada Revenue Agency money or if they will be sending you a cheque.
  • BC Home Ownership Loan

    BC Home Ownership Loan

    Have you heard that BC is offering interest-free loans up to $37,500 to 1st-time homebuyers?

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 .