After more than 38 years of helping clients achieve their financial goals, Carol has retired from her role as an investment advisor. As the founder of the company, Carol built her reputation on supporting women through times of transition, including marriage, the birth of a child, job changes, divorce, the loss of a spouse, and downsizing or moving into care.
Although now retired, Carol continues to contribute to the office in a new capacity as an unlicensed assistant, sharing her expertise and experience to support both clients and the team. While she no longer provides licensed financial advice, her commitment to individualized solutions and clear, easy-to-understand information remains a valued resource.
Outside the office, Carol enjoys spending time with her puppy Brindl and her three grandchildren.
Marriage
The birth of a child
Job changes
Divorce
Death of a spouse
Downsizing or moving into care
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She provides concise, easy-to-understand information on how to get the most from your finances. Whether you are a veteran investor or are investing for the first time, Carol can help. She is fully committed to individualized solutions for each and every client.
When Carol is not at work, she is hanging out with her puppy Brindl, or spending time with her three grandchildren.
Get in touch today:
carol.plaisier@iaprivatewealth.ca
