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Heather Holjevac
Senior Financial Planner
After graduating from Dalhousie University in Halifax, Nova Scotia with a Bachelor of Commerce Degree in 1989, Heather moved to Toronto shortly after and began her financial career.
She worked at Canada Trust in the Estate and Trust department before being promoted to Manager of Administration. Heather excelled at superior customer service, always solving clients issues with compassion and precision.
Heather's skills and style lent itself to helping women at various stages of their lives, be it divorce, dealing with the death of a spouse or single parent challenges and continues to be an enthusiastic advocate for financial issues that affect women and children.
She believes in education and empowerment not only for herself, but for her clients. In 1996, Heather completed the CFP – Certified Financial Planner ® designation, in 2008, the CDFA – Certified Divorce Financial Analyst designation and in 2010, the EPC – Elder Planning Counselor designation.
With over 20 years experience in the financial industry and a strong background in business and finance, Heather brings a straightforward, analytical approach to her client relationships.
Joining TriDelta Financial promises to be a win, win matching Heathers skill to the broad offer of financial solutions as she provides clarity in building wealth with purpose. Her financial planning focus will empower her clients to live the life they dream and provide financial peace of mind.
The pairing of Heather’s extensive knowledge in Tax Planning, Retirement Planning and Estate Planning with the Tridelta process, uniquely qualifies her to help you at any stage of your financial situation.
Heather is involved in many women’s networking associations, whose mandates are to educate and further the interests of women, including Roaring Women and Company of Women. She is also involved in many community groups working with and assisting seniors and their issues.
Heather was born and raised in Saint John, New Brunswick and now lives in Mississauga with her husband Joe and their 2 children, TJ and Elizabeth. Her favourite activities include walking the family dog Daisey, reading, travelling, theatre and spending weekends with family and friends at their second home in Sauble Beach.
Client Testimonials:
"It is a treat dealing with you. Thank you for your excellent explanations of difficult financial topics." K.D.
"You always look out for my best interests and I have complete trust in you. You are always available to answer any questions I have and you provide much more than financial advice." A.M.
To contact Heather Holjevac, please click here.
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