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Heather Holjevac | Fee for Service Financial Planner | Mississauga
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Heather Holjevac

Fee for Service Financial PlannerHoljevac Financial GroupMississauga, Ontario

CFP . CDFA . EPC .
FP Canada Fellow Distinction .
For over 30 years, assisting WOMEN nearing Retirement, Retirees, Widows, Divorcees & Caregivers NAVIGATE their options through LIFE STAGES of RETIREMENT, DOWNSIZING, becoming suddenly SINGLE,AGING & ILLNESS with tailored TRUSTED FINANCIAL PLANS. Through Financial education and tailored solutions, we will work together to create your desired cash flow and a solid financial foundation for the rest of your life.

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Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Divorce & Separation Planning Retirement Income Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Planner

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Ontario

Certification/Additional Courses ?

CDFA CFP® EPC

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

I don't sell financial products

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