Purse Strings Approved Professionals
Holjevac Financial Group
Heather’s favorite activities include walking, reading, traveling, theatre and spending weekends with family and friends at her second home in Sauble Beach.
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.
- Caregiver Assistance Planning
- Disability Tax Credit
- Downsizing and Relocating
- Cash Flow Planning
- Tax Minimization Planning
- Retirement Planning
- Divorce Planning
- Estate Planning
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.
Becoming financially savvy is only the beginning. We want our women to surround themselves with a talented and thoughtful team of financial advisors and insurance associates 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.
Purse Strings works with Financial Professionals to equip them with awareness, information, and skills so they can engage with and serve the female market.
We vet them for their flexibility, empathy, creativity, strategy, and work style. When a financial professional passes our qualifications, they become Purse Strings Approved—and we know that they are perfectly equipped to serve the diverse demographic of women.