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

Women and Finances Revisited

Monday, 10 July 2017

Women and Finances Revisited
Women typically earn less than male counterparts for similar positions, often spend a number of years out of the work force to have and raise children and women also have longer lifespans than men on average; so how do women save enough money to have a comfortable retirement?

Unexpected Cash

Sunday, 01 July 2018

Unexpected Cash
Not many of us will win the lottery, but some may receive unexpected cash by way of a severance package or an inheritance. 

Retirement

Thursday, 01 February 2018

Retirement
Retirement is one of the most important financial goals for many people. It is important to have a complete picture of what your retirement will look like.

The New Pension

Monday, 10 July 2017

The New Pension
When you change jobs, you sometimes have the option of transferring your pension plan to another financial institution, into a ‘locked’ in registered plan. This ‘locked in’ plan has to operate under the same rules as your original pension plan and you cannot begin to make withdrawals until your pension plan would allow payments to begin.

Taxes are filed and prepared

Tuesday, 01 May 2018

Taxes are filed and prepared
Nice work, your taxes are filed, any payments required are made, and if you are owed any money, it is on the way. Life is good, you are not on Canada Revenue Agency radar for any reason. 

Tax Planning

Thursday, 01 March 2018

Tax Planning

Readying all of your tax slips and filing your annual tax return can occupy a fair bit of time during March and April. Note that doing such is not considered tax planning; consideration for tax planning should be done all year.

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