O'Brien and Associates Financial Services Inc.
Area(s) served: Newfoundland & Labrador and Nova Scotia
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.
Who we service
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Business owners
Families
Pre-retirees and retirees
Let's work together - Our team is here to help!
For your long-term goals or your short-term needs, we will work with you to help discover the best strategy to meet your objectives. We’ll work together to understand your goals, prepare for the unexpected and take advantage of new opportunities – throughout your life.
We can help you meet your needs with a number of solutions. From a simple budget to complex strategies, we can help you build lifetime financial security by:
- Developing an approach that include RRSPs, TFSAs, or RESPs,
- Growing your investments through GICs, mutual funds or segregated funds,
- Protecting your family when the unexpected happens with term life, permanent life or universal life insurance,
- Converting your lifetime savings into retirement income when you’re ready to kick up your feet through annuity products, RRIFs or LIFs and
- Providing you with options for personal health, disability insurance or critical illness insurance.
You can benefit from our professional guidance and access to some of the industry’s leading insurance and investment products. We can help you build a financial approach customized to your needs.
A Legacy of Trust. A Future of Financial Confidence.
What does financial confidence look like for you?
Is it knowing your family is protected if something unexpected happens? Feeling secure that your retirement is on track, or that your business can weather any storm?
For over 45 years, our approach has remained simple: we put Clients first. Whether you're buying your first home, building your career, planning your estate, or navigating a complex business situation - we take the time to understand your story and guide you with strategies tailored your insurance & wealth goals.
Because financial well-being isn't just about numbers. It's about peace of mind - today and tomorrow.
From one advisor to a growing team of passionate professionals, we believe in trust, long-term relationships, and advice you can count on - just ask those who've been with us for 30 years and counting.
Let's start with a conversation.
Your Goals, Your Priorities - Our Guidance.
Products and services
We are here to help you with your health and wealth needs. Browse through our offerings to learn more about how we can assist you. When we meet, we’ll discuss what might be right for your unique situation. Reach out to us if you have any questions or are ready to get started.
Business owners
Life insurance products
Saving, budgeting and investing
Client Testimonial
"Gerry has always been a great resource, given me great direction over the years with my financial plan. He has always been honest, that's why I have stayed with him for over 30 years. Gerry has always led me in the right direction, so I feel confident that he'll do the same with my kids."
~ Juan Edwards, Client
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A personalized financial strategy can help you plan for retirement, protect your family, and build the financial confidence you deserve.
Let's work together to create your path forward. https://advisor.sunlife.ca/obrien.financial/
A personalized financial strategy can help you plan for retirement, protect your family, and build the financial confidence you deserve.
Let's work together to create your path forward. https://advisor.sunlife.ca/obrien.financial/
Have you considered:
• Protecting your income if something happens?
• Planning for retirement on your terms?
• Building a succession plan?
• Managing your investments strategically?
Fall is a great time to set goals for the future. Get in touch to start the conversation. https://advisor.sunlife.ca/obrien.financial/
Have you considered:
• Protecting your income if something happens?
• Planning for retirement on your terms?
• Building a succession plan?
• Managing your investments strategically?
Fall is a great time to set goals for the future. Get in touch to start the conversation. https://advisor.sunlife.ca/obrien.financial/
Building a life together means protecting it together. Here's our simple framework:
Step 1: Life Insurance for each partner
Step 2: Critical Illness Insurance for each partner
This flexible approach works whether you're just starting out or refining your existing protection. Together we can explore your unique needs and create a solution that fits your budget.
Ready to strengthen your protection? Let's talk!
Building a life together means protecting it together. Here's our simple framework:
Step 1: Life Insurance for each partner
Step 2: Critical Illness Insurance for each partner
This flexible approach works whether you're just starting out or refining your existing protection. Together we can explore your unique needs and create a solution that fits your budget.
Ready to strengthen your protection? Let's talk!