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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But preserving what you've grown and ensuring it benefits future generations often requires a different conversation.
From tax-efficient strategies and retirement considerations to protecting assets and creating a legacy, the choices you make today can influence what your wealth can accomplish tomorrow.
Let's connect to discuss your goals. https://advisor.sunlife.ca/hollie.winkelaar/
But preserving what you've grown and ensuring it benefits future generations often requires a different conversation.
From tax-efficient strategies and retirement considerations to protecting assets and creating a legacy, the choices you make today can influence what your wealth can accomplish tomorrow.
Let's connect to discuss your goals. https://advisor.sunlife.ca/hollie.winkelaar/
Have you considered:
• Protecting your income if something happens?
• Planning for retirement on your terms?
• Building a succession plan?
• Managing your investments strategically?
Fall is a great time to set goals for the future. Get in touch to start the conversation. https://advisor.sunlife.ca/hollie.winkelaar/
Have you considered:
• Protecting your income if something happens?
• Planning for retirement on your terms?
• Building a succession plan?
• Managing your investments strategically?
Fall is a great time to set goals for the future. Get in touch to start the conversation. https://advisor.sunlife.ca/hollie.winkelaar/
Mortgage protection solutions can help provide financial support if you're diagnosed with a covered critical illness or pass away unexpectedly. The benefit can help support your family's needs, including your mortgage and other important expenses.
Let's talk about a solution that can help protect your family's future. https://advisor.sunlife.ca/hollie.winkelaar/
Mortgage protection solutions can help provide financial support if you're diagnosed with a covered critical illness or pass away unexpectedly. The benefit can help support your family's needs, including your mortgage and other important expenses.
Let's talk about a solution that can help protect your family's future. https://advisor.sunlife.ca/hollie.winkelaar/