Olivera (Hollie) Winkelaar

Know Your Way Forward

Let’s work together towards your financial goals while protecting what matters most to you.

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Olivera (Hollie) Winkelaar

Job title: Financial Planner, Sun Life, QAFP®

Languages spoken: English, Romanian, Serbian

Area(s) served: Alberta, British Columbia, and Ontario

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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

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.

Business owners

Spend more time running your business and less time worrying about your business. A strong strategy can get you there.

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.

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Stay informed

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Turning 71 soon? It's time to talk about your RRSP. Did you know that by December 31st of the year you turn 71, you must convert your RRSP to a RRIF or annuity? This marks an important shift from saving to spending in retirement.

Key things to consider:

- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments

Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF

In the face of economic challenges, it’s important to do what you can to protect your business, your employees and your income.

Get in touch today to discuss how you can protect your business.

From the rugged shores of Newfoundland to the majestic mountains of the west coast, our beautiful country has so much to offer.

Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track.

#RetirementPlanning #CanadianTravel

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Office information

Calgary, Alberta

Phone:

(825) 551-0444

Email:

hollie.winkelaar@sunlife.com

Address:

6700 Macleod Trail SE, 7th Floor, Calgary, AB, T2H 0L3 Canada

Office hours:

Monday: 9am - 9pm

Tuesday: 9am - 9pm

Wednesday: 9am-9pm

Thursday: 9am-9pm

Friday: 9am - 9pm

Saturday: By appointment only

Sunday: Closed

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