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.
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Our Mission

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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 take control of their financial futures through tailored and attainable strategies. We focus on comprehensive planning, encompassing planned spending, retirement saving, and estate building. Together, we'll create a roadmap that aligns with your unique needs and goals, alleviating financial anxiety and paving the way for a secure future. Join us in our pursuit of financial wellness, where your dreams are not just achievable but within reach.

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving and budgeting

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Our Vision

Our vision is to empower the path to financial security and success. Through personalized understanding and holistic planning, we strive to eliminate the financial anxieties of today. Let us partner with you to build a cohesive and thriving future.

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