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

  • 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...
  • Are Insured Annuities Right for Oceanside Residents?

    Are Insured Annuities Right for Oceanside Residents?

    Is an insured annuity right for you?

    When you purchase a life annuity and a term 100 life insurance policy together, the result is called an insured annuity. The annuity provides a guaranteed lifetime income stream and the life insurance policy provides a tax-free cash payout to your beneficiaries upon your death...

  • 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.

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 .