Purse Strings Approved Professionals
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Help me with...
- Financial Planner
- Estate Plans
Heather has a passion of educating a diverse set of individuals, improving financial literacy and empowering women to achieve financial independence, as well as providing complete financial peace of mind.
Heather Holjevac is an award-winning CFP, financial planner and featured speaker who over the past 30 years, has worked in the financial industry to provide thousands of families and professionals in Canada with the education and tools to improve their financial literacy.
Many of Heather’s clients are boomers, busy caregivers and women who are transitioning to retirement, suddenly single due to divorce or death of a spouse or downsizing their home.
- Certified Financial Planner (CFP)
- Certified Divorce Financial Analyst (CDFA)
- Elder Planning Counselor (EPC)
- British Columbia
- New Brunswick
- Newfoundland and Labrador
- Nova Scotia
- Prince Edward Island
Virtual appointments available
- Financial Planning
- Social Security Expertise
- Tax Mitigation
How does your current professional add up?
We want women to surround themselves with a talented and thoughtful team of experts who will help them plan for their future. Yet, we are keenly aware that so many providers in these industries lack the skill set to work with women and their unique needs.
There are things to look for when finding the right professional for your needs: flexibility, empathy, creativity, strategy, and work style. Take the questionnaire and find out how your current pro stacks up—and if you could use the advice of a Purse Strings Approved™ Professional who’s qualified to meet your expectations.