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

  • Women and Finances Revisited

    Women and Finances Revisited

    Women typically earn less than male counterparts for similar positions, often spend a number of years out of the work force to have and raise children and women also have longer lifespans than men on average; so how do women save enough money to have a comfortable retirement?
  • The New Pension

    The New Pension

    When you change jobs, you sometimes have the option of transferring your pension plan to another financial institution, into a ‘locked’ in registered plan. This ‘locked in’ plan has to operate under the same rules as your original pension plan and you cannot begin to make withdrawals until your pension plan would allow payments to begin.
  • 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!

Financial Planning - Mortgage Services - Insurance

HollisWealth: registered: is a division of Industrial Alliance Securities Inc. (iA Securities), a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC). iA Securities is a trade name and business name under which Industrial Alliance Securities Inc. operates. This information has been prepared by Carol Plaisier, Investment Advisor for HollisWealth: registered:, a division of iA Securities, and does not necessarily reflect the opinion of iA Securities. The information contained in this document comes from sources we believe to be reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any the securities mentioned. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where she is registered. For more information about HollisWealth: registered:, please consult the official website at www.holliswealth.com .www.carolplaisier.com  is a personal trade name of Carol Plaisier.HollisWealth: registered: is a division of Industrial Alliance Securities Inc. (iA Securities), a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC). iA Securities is a trade name and business name under which Industrial Alliance Securities Inc. operates. This information has been prepared by Carol Plaisier, Investment Advisor for HollisWealth: registered:, a division of iA Securities, and does not necessarily reflect the opinion of iA Securities. The information contained in this document comes from sources we believe to be reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any the securities mentioned. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where she is registered. For more information about HollisWealth: registered:, please consult the official website at www.holliswealth.com .www.carolplaisier.com  is a personal trade name of Carol Plaisier.
Insurance products are provided by HollisWealth Insurance Agency Ltd.Mortgages by referral provided by InvisFor further information, Carol can be reached at the HollisWealth office in Parksville at 250-248-2399 or by email at