Brendan Roberts

Managing investments made easy

One account, one advisor and one company to help keep your finances on track.

Job title: Advisor, QAFP®

Area(s) served: Alberta

How we can help

With years of experience in the financial services industry, our team is ready to help you take the next step in your journey. Let’s assess your current situation as well as your future goals. Together, we’ll create a strong roadmap that will allow you to feel confident in your future. Regardless of your unique situation, we can help. Contact our office to get started.

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Helping Albertans reach their financial goals

Are you ready to get on the path to reaching your goals? I know you’re working hard to live your dream life. I’m here to help your hard work pay off. Let’s work together to create a plan that protects your family or business while staying on track to reach the lifestyle you’ve always wanted. Whether you are a family, business owner or pre-retiree, I can help.

Fully understanding what makes you unique is important. That’s why I take the time to get to know you, your needs and your goals. From there, I can make a custom plan that helps you reach your goals while protecting what matters most.

My two offices are located in Bonnyville and Cold Lake, Alberta. I’m happy to offer in-person appointments for Clients located nearby and also offer virtual appointments for Clients throughout Alberta. Contact my office to book your appointment.

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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Stay informed

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What happens when you withdraw money from your RRSP early?

1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.

If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.

How can you keep your financial goals on track during a market downturn? Start by asking yourself these three questions:

1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?

You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.

Living with diabetes can come with various challenges, including getting life insurance with affordable premiums.

Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.

Reach out to discuss your options and set up an insurance plan that helps meet your needs.

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Office information

Bonnyville Office

Phone:

(780) 826-7476

Email:

brendan.roberts@sunlife.com

Address:

4805 50 Ave., Box 7940, Bonnyville, AB, T9N 0A6 Canada

Office hours:

Monday: 9:00 a.m. - 4:30 p.m.

Tuesday: 9:00 a.m. - 4:30 p.m.

Wednesday: 9:00 a.m. - 4:30 p.m

Thursday: 9:00 a.m. - 4:30 p.m

Friday: 9:00 a.m. - 2:30 p.m.

Cold Lake Office

Phone:

780-826-7476

Address:

4807 51 St, 105, Cold Lake, Alberta

Let’s connect

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