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

Variable Rates

Friday, 01 June 2018

Variable Rates
Lenders are offering some great variable rates; a sign that lenders are fighting for market share. You can benefit! 

Time For a Mortgage Check Up

Friday, 01 July 2011

Time For a Mortgage Check Up

Have you thought about your mortgage lately? Your financial picture can change significantly over time, and having the right mortgage strategy is an important part of making sure your financial needs and goals are met.

Tax Planning

Friday, 01 December 2017

Tax Planning
There are some financial tasks/duties that should be considered all year, but are sometimes left to
the last minute. Tax planning is a good example; it is always a good idea to review the possibility
of paying less taxes if you act before December 31st.

Canadian Home Income Plan

Saturday, 01 October 2011

Canadian Home Income Plan

I referred to CHIP - Canadian Home Income Plan in a previous article, and this month we will take a closer look at the program. CHIP is a reverse mortgage provider for seniors who would like to access some of the equity that they have built up in their principal residence.

New Mortagage Rules

Wednesday, 01 November 2017

 New Mortagage Rules
If you’re looking to buy and will have more than 20 percent down, or if you are considering refinancing, then you might want to do so before January 1, 2018.

Buy A Cottage and Keep the Peace

Friday, 01 July 2011

Buy A Cottage and Keep the Peace

Summer is in full swing and thoughts continue turning to lapping waves, crackling campfires and tranquil forests. It’s the time of year when cottage, cabin or beach house fever starts to take hold.

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