Heather Holjevac
CDFS
CFP (Canada)
EPC
Year 1 Member
Bio
CFP, EPC, CDFA
FP Canada Fellow Distinction
Fee For Service Financial Planner
Specializing in assisting Boomers, Caregivers and women nearing retirement
- 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
Helping individuals and families make the financial decisions and choices by crafting a customized financial plan to support their lifestyle and providing a solid foundation for a confident financial future.
Contact me for a Complimentary review of your current situation .
Phone: 416-527-2553
Email: heather@heatherholjevac.com
Personal Information
Employer Information
Suite 436
5453 Wilderness Trail
Mississauga ON L4Z 3k8
Canada
Practice Information
Fee Only - Flat Fee/Project Based
Fee Only - Retainer Based
Fee Only - Hourly
Ontario
Divorce
Estate Planning
Financial Planning
Insurance Planning
Retirement Income Planning
Tax Planning