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We are currently upgrading our website to serve our clients even better.

Sorry for any inconvenience this may cause.

Due to COVID-19

Our office is currently closed to walk-in customers. Please contact us via email or telephone if you have any questions or would like a consultation. 

Telephone: 250-586-1332

Fax: 250-905-0067


You may also find helpful information on our corporate website:


Carol Plaisier, CFP®, FMA, AMP

Helping clients achieve their financial goals for over 35 years. Carol is an experienced investment advisor, insurance professional as well as a licensed mortgage broker. She provides comprehensive financial planning solutions, retirement planning, estate planning as well as brokerage services. She is fully committed to individualized solutions for each and every client.

Call today to book an appointment!


HollisWealth® is a division of Industrial Alliance Securities Inc. a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

This information has been prepared by Carol Plaisier Investment Advisor for HollisWealth®, a division of Industrial Alliance Securities Inc. and does not necessarily reflect the opinion of HollisWealth®. The information contained in this website 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®, please consult the official website at

Insurance products are provided through Hollis Insurance. Only services offered through HollisWealth®, a division of Industrial Alliance Securities Inc., are covered by the Canadian Investor Protection Fund.

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