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
Book an Appointment!
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.
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.
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.
Stay informed
See more articles
Seven taxes on investments you need to know about
#SunLife #relax #FinancialPlanner #YYC #YEG
#SunLife #relax #FinancialPlanner #YYC #YEG