Heather Holjevac, CFP, CDFA, EPC FP Canada™ Fellow Distinction
Financial Planner - Fee for Service
** Complimentary initial Consultation **
Fee for Service Financial Planning assisting boomers and women in transition
- Retirement Planning
- Severance and Job loss analysis
- Caregiver assistance 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
I help you confidently make the financial decisions and choices that support your lifestyle providing you with confidence for you financial future.