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Do you look at your finances and think...what a puzzle...how do I put this all together to take me from where I am today...to where I want to be.
You have come to the right place.
Heather Holjevac, BComm, CFP, CDFA, EPC is focused on providing high-quality service and customer satisfaction - doing everything possible to exceed your expectations. Working with you to fit your financial puzzle together.
With nearly 25 years in the Financial Services industry, past experience in the Estate and Trust department of a large Trust Company and the Private Wealth Division of a Mutual Fund provider, and now as a successful Independent advisor with International Capital Management since 2000 and a mother of two teenagers, Heather understands the unique challenges with managing a family, career, and assisting with ailing and elderly parents. In 2000, Heather's focus shifted to dealing with women, those close to Retirement, those newly single whether divorced or widowed and those managing aging parents.
Look around our website and if you have any comments or questions, please feel free to contact us.
