Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.

When working with me, you can rest assured knowing you’re in capable hands. I work hard to meet your needs and help you build a personalized, holistic solution that will help you achieve lifetime health and financial well-being.

Brendan Roberts

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.

Brendan Roberts

Since 2016, I have been helping families, businesses and people nearing retirement reach their goals. It’s satisfying to know a Client and their family is looked after. With the Certified Health Insurance Specialist designation, I’m equipped to help people find the right insurance solutions for them.

When I’m not working, my family keeps me busy. I enjoy spending time with my wife and four children. In my free time I enjoy the outdoors, year-round. 

Job Title: Advisor, Sun Life, CHS™, QAFP™

Phone: 780-826-7476

Email: brendan.roberts@sunlife.com

Address: Bonnyville & Cold Lake, Alberta

Sheila Alton

I am pleased to work in alliance with Brendan Roberts.          

With over 20 years of experience working with Sun Life, I have seen how a solid plan can positively impact people. My goal is to help people hope for the best while planning for the worst. As an Advisor I take a holistic approach that focuses on your goals while protecting what matters most. Let me help you, your family or business take the next step towards financial security.

When I’m not working, I enjoy spending time with my spouse and seven grandchildren. I like to keep active and spend time outdoors. You’ll often find me biking, snowmobiling or camping. In my free time, I love sewing, crafting and quilting. I often donate my quilts to fundraisers. 

Job Title: Advisor, Sun Life

Phone: (780) 826-7476

Email: sheila.alton@sunlife.com

Address: Bonnyville, Alberta

Trisha Muise

As a social person, it makes me happy to help the Clients our team works with. Making connections with people and helping them towards success is something I’m passionate about. With over 20 years of customer service experience, I have learned how to listen and show empathy. To continue my growth, I’m working towards completing industry licenses.

When I’m not working, I spend my time with my spouse and three children. As a creative person, I like to do arts and crafts. In my free time, I enjoy spending time with my family and friends. 

Job Title: Advisor Assistant, Sun Life

Melveena Roberts

In my role as an Advisor Assistant, it makes me happy to see Clients succeed. With an education in paralegal studies, I bring a unique perspective to the team. To continue my education, I’m working towards achieving industry specific licenses.

As a mom to four kids, I keep busy with their activities. To get involved with my community, I volunteer at the local church and Sunday School.

Job Title: Advisor Assistant, Sun Life

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.