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Holjevac Financial Group
CFP Financial Planner
Nov 19, 2019 2 years ago
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
4165272553
Female
Mississauga
College
Employer Information
Holjevac Financial Group
HUB Capital Inc.
60 Bristol Road E
Suite 436
5453 Wilderness Trail
Mississauga ON L4Z 3k8
Canada
4165272553
Practice Information
CFP Financial Planner
1990
None
2-5
Fee Only - Flat Fee/Project Based Fee Only - Retainer Based Fee Only - Hourly
Ontario
No
Divorce Estate Planning Financial Planning Insurance Planning Retirement Income Planning Tax Planning