Our Mission
To inspire and empower you to take control of your finances so you can live your best life.
Financial literacy is about empowering individuals with the knowledge, skills, and confidence to make better decisions about their finances.
Why we are different
Having a strong belief that education, not only for herself but for her clients as well, is the key to financial literacy success, Heather Holjevac uses her knowledge to educate through ongoing seminars and events to empower her clients by answering detailed questions and providing sound, actionable financial advice.
Heather will help you answer the questions:
- Should I stay in my current home or downsize?
- As a caregiver, how do I make manage all of the options and make sure there will be enough to keep my parents safe and provide the best care?
- How do I know if I, my children or my parents qualify for the Disability Tax Credit?
- If I lose my job, what is the best severance option?
- How much will I need to retire and when can I retire?
- Will I outlive my money?
- How do I reduce taxes?
- How can I generate more investment income without taking too much risk?
- Will I be able to help my children and grandchildren?
- How do I know if my divorce settlement will keep me financially stable?
- How do I best structure my estate?
Heather assists her clients by providing individually tailored and personalized financial planning solutions to these and more questions, with her goal being to empower her clients to lead a life that follows their dreams.
Financial Peace of Mind
You have a financial destination in mind, however, you may have questions you need answered to help you get there.
We provide you with a Financial Road Map by guiding you through the complex maze of financial options and work with you so you can take control of your finances and achieve your goals and dreams.
You have questions and we have the answers. What is holding you back? We are here to help.