Carol Plaisier

Investment Advisor - HollisWealth™

Offering You a 360° View of Your Financial Horizon

Dundee Wealth

Wealth Management with HollisWealth™

Mortgage Services with Invis Canada

Invis

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

Wealth Management With Carol Plaisier from HollisWealth™

Mortgage Services

If you're closing on your next home, let us arrange the mortgage financing for you. With access to over 30 lenders, you are sure to receive the best rate for your product, usually within 24 hours! *Mortgages by referral.

Our Services Include

Mortgage Services With Carol Plaisier from Invis Canada

Latest Wealth Manangement Articles

  • Making Your Income Last a Lifetime

    Making Your Income Last a Lifetime

    Thursday, 02 June 2016

    The main objective for retirement income planning is to make sure it lasts a lifetime – your lifetime, and then, if you have a partner, your spouse’s lifetime. You may also have secondary objectives such as protecting your nest egg so that you are leaving a legacy. The common discussed risks to your income stream are market volatility, low interest rates, health care costs such as prescriptions and medical devices, inflation risk and long term health care costs. But one threat some people may overlook is protecting yourself against the order in which portfolio returns occur...

  • The Importance of Naming Beneficiaries

    The Importance of Naming Beneficiaries

    Thursday, 31 March 2016

    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?

    Tuesday, 26 June 2012

    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

    Monday, 25 June 2012

    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.

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 HollisWealth, a division of Scotia Capital Inc. Insurance products provided by HollisWealth are provided through HollisWealth Insurance Agency Ltd. ™ Trademark of The Bank of Nova Scotia, used under licence.

Invis Canada is an independent company. Scotiabank companies have no liability for activities outside of HollisWealth, and HollisWealth Insurance Agency Ltd. 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 have not been approved by and are 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.