Heather Holjevac, CFP, CDFA, EPC FP Canada™ Fellow Distinction

Financial Planner - Fee for Service 

          ** Complimentary initial Consultation **

                                  Fee for Service Financial Planning 

                                       Financial Literacy Advocate

    Specializing in assisting boomers,caregivers and women in transition

  • Retirement Planning
  • Severance and Job loss analysis
  • Caregiver assistance Planning - Including Disability Tax Credit and tax planning
  • Cash Flow Planning
  • Downsizing and Relocation Planning - Helping you answer the question: " Should we stay or should we go ? "
  • Estate Planning 
  • Divorce Financial Planning   

Let's work together to help you make the financial decisions and choices that support your lifestyle, providing you with confidence for your financial future.

For a free Financial snapshot that identifies potential Money Gaps, link to the questionnaire:  https://moneygaps.com/advisor?id=bZzWF5Fo3efo7pcpdA2CVaC6vFx1

 

                                            Phone: 416-527-2553

                                  Email: [email protected]

Contact Heather

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