Advisor focuses on serving “suddenly single” women clients

Heather Holjevac, senior financial planner with TriDelta Financial Partners in Toronto, specializes in planning for “suddenly single” women who are divorced, separated or widowed. She discusses why she chose to focus her practice, and how she relies on referral relationships with centres of influence and networking groups to attract new prospects. She touches on how her business has evolved to include the family members of her clients. She spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre in Toronto.