Profile
“I will continue to empower and encourage my staff to perform at their best as I have done for the last decade. I will continue to advocate for my clients, embracing new technology and being open to business and industry changes”
Ken Dixon,
Dixon Insurance Services
Heather Holjevac founded the Holjevac Financial Group in 2019, following three decades of experience in the wealth industry.
The initial spur to pursue a career in wealth came from Holjevac’s reaction to her mother’s divorce, which caused her to believe in offering a platform to empower individuals, particularly women, with better financial opportunities and understanding.
“As my career progressed, I adapted to opportunities that aligned with my mission and values, which ultimately led me to establish my own female-led financial planning firm.”
Her practice has seen significant success, with the next steps being continued expansion to enhance the level of service to her clients.
A key driver in Heather’s rise is the focus on offering truly independent advice-only fee-for-service planning.
“The ability to adapt and innovate, especially in response to the evolving financial landscape caused by the pandemic plays a crucial role. I have been committed to providing timely and relevant independent advice to guide clients through turbulent times, ultimately contributing to their financial security.”
Founding her own firm was a logical step for Holjevac, who is a highly respected member of the industry. In 2012, she received the honour of the FP Canada Fellow Distinction, which confirms a commitment to FP Canada’s mandate to advance professional financial planning in Canada.
This is in addition to her professional designations:
436-60 Bristol Road East, Mississauga, ON, L4Z 3K8
416 527 2553
heather@heatherholjevac.com
linkedin.com/in/heather-holjevac-cfp-cdfa-epc-fp-canada%E2%84%A2-fellow-b22b33a
heatherholjevac.com
Heather Holjevac, CFP
CEO and Financial Planner
Holjevac Financial Group
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Bio
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Bio
Milestones
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Bio
Milestones
“To be able to give back to the community is rewarding and fulfilling. I am honoured to be in a position where I can raise funds for those less fortunate and in need”
Ken Dixon,
Dixon Insurance Services
1986
1989
1996
2012
2019 - present
Began working in the financial services industry with a major bank in New Brunswick
1986
Moved to Toronto to work in the estate and trust division of a major bank
1989–2019: Worked in various firms providing financial planning and education.
1989
Received CFP designation
1996
FP Canada Fellow Distinction
2012
2019: Founded Holjevac Financial Group to continue to provide financial planning and education services
2021 and 2022: Mississauga News Best Financial Planning Services and Best Financial Advisor
2022 and 2023: 5-Star Advisor Award Ontario
2020, 2021, and 2022: Finalist for WP IFSE Institute Award for Financial Literacy Champion
2022 and 2023: MoneySense Trusted Advisor
2023: Excellence Award for WP Female Trailblazer
2019–
present
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Certified Financial Planner (CFP)
Certified Divorce Financial Analyst (CDFA)
Elder Planning Counsellor (EPC)
Advocating for women is also an initiative that Holjevac is celebrated for.
She explains, “Being a woman in the wealth industry has inspired my mission to empower women and foster financial equality. It has allowed me to better understand the unique financial challenges women face, and I’ve used this insight to develop tailored strategies and advocate for women’s financial well-being.”
Within that scope, she has additionally focused on the ‘sandwich generation’ of women, who have the added challenge of assisting aging parents and adult children.
“I make sure they have all the tools they need to feel confident when it comes to their finances.”
Alongside running her firm, Holjevac has made significant contributions to the wider industry by:
advocating for financial literacy, women’s empowerment, and gender diversity
public speaking
authoring books
emphasizing inclusivity and equitable access to financial resources
Holjevac aims to continue these efforts by becoming a larger employer of women in the wealth industry and also becoming the preferred go to expert for more female clients.
“My goals are to continue to reach a broader audience through financial literacy and advancing gender diversity in both leadership roles within my firm and the industry as a whole, all while meeting the industry’s exacting standards.”
She adds, “My overall attitude is one of resilience and advocacy, where I strive to challenge the status quo, foster inclusivity, and provide holistic financial guidance.”
Heather Holjevac founded the Holjevac Financial Group in 2019, following three decades of experience in the wealth industry.
The initial spur to pursue a career in wealth came from Holjevac’s reaction to her mother’s divorce, which caused her to believe in offering a platform to empower individuals, particularly women, with better financial opportunities and understanding.
“As my career progressed, I adapted to opportunities that aligned with my mission and values, which ultimately led me to establish my own female-led financial planning firm.”
Her practice has seen significant success, with the next steps being continued expansion to enhance the level of service to her clients.
A key driver in Heather’s rise is the focus on offering truly independent advice-only fee-for-service planning.
“The ability to adapt and innovate, especially in response to the evolving financial landscape caused by the pandemic plays a crucial role. I have been committed to providing timely and relevant independent advice to guide clients through turbulent times, ultimately contributing to their financial security.”
Founding her own firm was a logical step for Holjevac, who is a highly respected member of the industry. In 2012, she received the honour of the FP Canada Fellow Distinction, which confirms a commitment to FP Canada’s mandate to advance professional financial planning in Canada.
This is in addition to her professional designations:
Certified Financial Planner (CFP)
Certified Divorce Financial Analyst (CDFA)
Elder Planning Counsellor (EPC)
Advocating for women is also an initiative that Holjevac is celebrated for.
She explains, “Being a woman in the wealth industry has inspired my mission to empower women and foster financial equality. It has allowed me to better understand the unique financial challenges women face, and I’ve used this insight to develop tailored strategies and advocate for women’s financial well-being.”
Within that scope, she has additionally focused on the ‘sandwich generation’ of women, who have the added challenge of assisting aging parents and adult children.
“I make sure they have all the tools they need to feel confident when it comes to their finances.”
Alongside running her firm, Holjevac has made significant contributions to the wider industry by:
