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
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About Carol Plaisier

Carol Plaisier Mortgage Consultant

Carol Plaisier has over 30 years experience in financial planning, mortgages, and insurance. She specializes in serving the needs of her clients, primarily retired couples and women: widows, divorcees, stewards of family finances and business owners. 

Wealth and Finances

Carol has been a registered Investment Advisor since 1995 with 29 years experience in the financial services industry, including as an account manager with CIBC.

The emphasis of Carol's practice is open, honest and frequent communication with a high degree of integrity, stability and quality of service and advice. She is committed to fostering a one on one relationship with her clients and focus on wealth management with capital preservation. That gives peace of mind and being able to sleep at night without worrying about your investments and financial future.

Mortgages and Lending

Carol also works hard to provide maximum flexibility in financing options and deliver the most competitive and innovative mortgage products and services to suit your individual needs.

Carol is pleased to be able to provide you with independent, impartial advice. No tie to an individual institution ensures your best interests are always her top priority. Carol shops over 60 lenders and matches the best terms and rates to your needs. There is no cost to you for this service*; the lender that receives the mortgage pays a commission.**

Buying a home is one of the single largest investments you will probably ever make. Carol is happy to provide professional and expert service that will help make this experience stress and worry free!

Call Carol for:

  • Pre Approvals
  • Lines of Credit
  • Up to 100% financing
  • Debt consolidation
  • Investment mortgages
  • Revenue property financing or summer home purchases
  • Mortgage lending for self-employed persons
  • Commercial lending
  • Bruised credit lending
  • No hassle negotiation. Banks often don't offer their best rate the first time; we will negotiate your mortgage on your behalf
  • Discounted rates

A specialist that works for you, not the Bank

* OAC, E&OE

** Residential financing

Find Me On Linked In

Carol's Organizational Partners

Invis Canada

A Leading Canadian Mortgage Brokerage Firm

Invis, along with affiliated company Mortgage Intelligence, is one of the largest and most respected national mortgage brokerages in Canada. Invis is Canada’s leader when it comes to arranging mortgages for homeowners. Together with affiliated firm Mortgage Intelligence (MI), Invis is the country’s largest independent mortgage brokerage firm. In 2010, Invis and MI reached the milestone of $100 billion in mortgages funded, and each company celebrated its 10th anniversary.

At Invis, we provide expert, unbiased advice to home buyers as well as those looking to renew or refinance their mortgage, take out home equity, purchase investment properties, or consolidate debts.

Invis mortgage brokers are knowledgeable, full-time mortgage professionals who have access to a full range of Canadian lenders and hundreds of mortgage options. Their expertise comes at no charge to you in most cases,* as the lender pays Invis to source the mortgage. Count on an Invis mortgage broker to advise on a mortgage strategy that fits your life, and to take the hassle out of the mortgage process.

Contact an Invis mortgage broker near you to get started.

Learn more about joining our successful nationwide team of mortgage experts.

*on approved credit, E&OE.

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HollisWealth

Carol Plaisier and Holliswealth®

Offering you personalized advice to achieve your financial goals

While we understand that choosing from amongst the many wealth management options available can be a daunting endeavour, 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.

The Highest Quality Financial Products and Services

Drawing upon HollisWealth's comprehensive selection of the highest quality financial products and services, I will help you choose the right solutions given your personal circumstances.

Growing your wealth or building on the wealth you already have, negotiating a mortgage on your first home, planning for your children's education, your retirement or the succession of your estate - these are just a few of the situations in life where getting the right advice can make all the difference in the world.

No matter where you are in life, I am ready to help you achieve your financial goals, both near and long-term.

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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