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

  • Carol Plaisier's Top Tax Tips for Canadians, 2017

    Carol Plaisier's Top Tax Tips for Canadians, 2017

    If you didn’t make any New Year resolutions regarding money, here are some financial tips for 2017:

    1. Pay off high interest debt. Credit card and some loan interest rates can be very high - if you cannot pay in full within three - six months, consider refinancing your mortgage if possible...
  • Life Insurance Advice for Vancouver Island Women

    Life Insurance Advice for Vancouver Island Women

    "Women who don’t work outside the home do not need life insurance." "Women should let men decide if and how much life insurance they need for themselves." "Women should let their significant other handle all of the finances."

    Okay, I am certain some of you immediately realized I am saying the opposite of what is true, but, unfortunately the mindset that ‘women don’t need to worry their pretty little heads about that’ is still around, although not as prevalent as years ago...

  • Year End Tax Advice! Tax Free Savings Accounts

    Year End Tax Advice! Tax Free Savings Accounts

    Year end is already in the not so distant future. Now is the time to review your finances and do some tax planning; triggering capital gains or losses depending upon your individual tax situation is a common occurrence. Something else you can consider is doing some planning around your tax-free savings account.

  • Common Myths about Insurance

    Common Myths about Insurance

    Today we are going to talk about insurance myths. Significant life insurance tax changes will become effective January 1st, 2017 and those who already have life insurance policies will want to ensure they keep their current status and those who don’t may want to consider implementing sooner rather than later...

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 .