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, founder of Holjevac Financial Group, is a distinguished industry leader with over 30 years of experience in financial services.
Inspired by her mother’s post-divorce challenges, Holjevac has devoted her career to empowering women facing life changes such as divorce, retirement, or caregiving. In 2019, she launched her firm, emphasizing a fee-for-service model that provides unbiased, commission-free financial advice tailored to each client’s needs.
Holjevac’s innovative approach and commitment to independence have earned her numerous accolades, including the FP Canada Fellow Distinction, MoneySense Trusted Advisor, WP 5-Star Advisor, WP Female Trailblazer Award in 2024, and WP 50 Leading Women in Wealth. Her credentials as a Certified Financial Planner (CFP), Certified Divorce Financial Analyst (CDFA), and Elder Planning Counsellor (EPC) highlight her dedication to excellence.
Holjevac Financial Group promotes financial literacy and gender equity through workshops and written guides, redefining the financial future for women with resilience and empowerment.
Holjevac Financial Group represents a mission-driven effort to equip women with the confidence and tools to navigate financial complexities effectively. Beyond serving clients, Holjevac Financial Group is committed to fostering the careers of women financial planners by providing a supportive and empowering work environment.
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
2020- 2023
2022– present
2012–present
2020–2023
2022–present
2020, 2021, and 2022: Finalist for WP IFSE Institute Award for Financial Literacy Champion
2021, 2022, and 2023: Mississauga News Best Financial Planning Services and Best Financial Advisor
2023: Excellence Award for WP Female Trailblazer
2020- 2023
2022 and 2023 and 2024: 5-Star Advisor Award Ontario
2022, 2023, and 2024: MoneySense Trusted Advisor
2023 and 2024: WP 50 Leading Women in Wealth
2024: Winner, WP Female Trailblazer
2022– present
2012: FP Canada Fellow Distinction
2019–present: Founded Holjevac Financial Group to continue providing financial planning and education services
2012–
present
2020, 2021, and 2022: Finalist for WP IFSE Institute Award for Financial Literacy Champion
2021, 2022, and 2023: Mississauga News Best Financial Planning Services and Best Financial Advisor
2022 and 2023: 5-Star Advisor Award Ontario
2023: Excellence Award for WP Female Trailblazer
2020–
2023
2022, 2023, and 2024: MoneySense Trusted Advisor
2024: Winner, WP Female Trailblazer
2022–
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
How does he distinguish himself among fellow brokers?
“I believe all brokers are working very hard in a difficult market,” he says. “However, I have demonstrated continued growth, advocacy and performance on my client’s behalf, which is now recognised [for 10 consecutive years] in the Elite Broker awards.”
In 1990, Dixon got started with FAI, working in claims and as a team leader. From the late 1990s up until 2003, he worked at FAI and Suncorp in underwriting and as an area manager at VACC, CGU (South East Queensland). From 2003 to 2012, he got into broking and eventually started Dixon Insurance in 2013. Since then, he’s accumulated numerous acccolades, including Elite Broker, Diversity and Equity, and Fast Broker awards.
During the pandemic, Dixon challenged insurers over the Quarantine Act application to insurance wordings. His argument was that the Quarantine Act does not apply as an exclusion, as the Biosecurity Act was invoked by the Morrison Government, and this was not a subsequent amendment to the Quarantine Act. The test case in the Appeals court was won for Dixon’s client with a unanimous five-judge verdict.
He remains focused on transport, manufacturing, motor trade, engineering and large farm clients.
What are his plans for the future?
On a business level, “more of the same. 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.”
On a personal level, Dixon invests significant time, effort and funds, along with his GT3, to support many charities through his passion for motorsport. From participating in and sponsoring the Thunderbolt Run (which provides tens of thousands of dollars in support for Beyond Blue and Prostate Cancer), to organising and running the Track Knights for Amira charity night where 28 Exotic Supercars raised funds through passenger laps in wet conditions, Dixon states “this is our time to give back to the community and those in need. My friendships and association with those seeking to do the same, allows us to contribute to those less fortunate and raise funds and awareness”.
He adds: “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.”