Olivera (Hollie) Winkelaar
Job title: Financial Planner, Sun Life, QAFP®
Languages spoken: English, Romanian, Serbian
Area(s) served: Alberta, British Columbia, and Ontario
Trustworthy Advice You Can Count On
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Our mission
We understand that life today is expensive, but we also recognize the importance of planning for tomorrow. Our mission is to empower individuals and families to help take control of their financial futures through tailored and attainable strategies. We focus on comprehensive planning, including budgeting, retirement saving and estate building. Together, we'll create a roadmap that aligns with your unique needs and goals and that will help ease financial anxiety and pave the way for a secure future. Join us in our pursuit of financial wellness, where your dreams are not just achievable but within reach.
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Sometimes it's as simple as automating savings, reviewing spending habits or increasing contributions by a small amount. Consistent actions can make a difference over time.
Let's talk about practical strategies that fit your lifestyle. https://advisor.sunlife.ca/hollie.winkelaar/
A business sale, inheritance, real estate purchase or family milestone may all impact your long-term plans.
Fall is an ideal time to revisit your goals.
Let's review what's changed and whether your strategy still reflects the financial future you have in mind. https://advisor.sunlife.ca/hollie.winkelaar/
什么最能让您感到安心?
❤️ 家人
🏠 居所
💼 事业
💰 未来财务保障
在下方分享您的想法,我们一同探讨贴合您需求的保障方案。