This is where financial insight meets real-life connection. On this page, you'll find our latest social media posts - sharing everything from practical advice on Insurance & Investments to behind-the-scenes moments with our team here in Mount Pearl, NL.
We believe financial planning should feel approachable, informed, and personal. Whether it's a quick tip, a client appreciation moment, or a celebration at the office, this is where you get a closer look at who we are and how we help.
Stay informed, stay empowered - and let's keep building a future that's as secure as it is meaningful.
Serving smiles, one meal at a time ππ§βπ³
Our Team at O'Brien & Associates had the privilege to spend a meaningful day at Ronald McDonald House in St. John's, putting our cooking skills to test as a part of the Home for Dinner program.
We are incredibly grateful to RMHC for the opportunity to prepare warm meals for families staying there - a small gesture in support of the incredible work RMHC does every day to keep families close during tough times.
Check out the RMHC website for more information regarding such opportunities: https://ronaldmcdonaldhousenl.ca/participate-in-programs/
Our Team at O'Brien & Associates had the privilege to spend a meaningful day at Ronald McDonald House in St. John's, putting our cooking skills to test as a part of the Home for Dinner program.
We are incredibly grateful to RMHC for the opportunity to prepare warm meals for families staying there - a small gesture in support of the incredible work RMHC does every day to keep families close during tough times.
Check out the RMHC website for more information regarding such opportunities: https://ronaldmcdonaldhousenl.ca/participate-in-programs/
Serving smiles, one meal at a time ππ§βπ³
Our Team at O'Brien & Associates had the privilege to spend a meaningful day at Ronald McDonald House in St. John's, putting our cooking skills to test as a part of the Home for Dinner program.
We are incredibly grateful to RMHC for the opportunity to prepare warm meals for families staying there - a small gesture in support of the incredible work RMHC does every day to keep families close during tough times.
Check out the RMHC website for more information regarding such opportunities: https://ronaldmcdonaldhousenl.ca/participate-in-programs/
Our Team at O'Brien & Associates had the privilege to spend a meaningful day at Ronald McDonald House in St. John's, putting our cooking skills to test as a part of the Home for Dinner program.
We are incredibly grateful to RMHC for the opportunity to prepare warm meals for families staying there - a small gesture in support of the incredible work RMHC does every day to keep families close during tough times.
Check out the RMHC website for more information regarding such opportunities: https://ronaldmcdonaldhousenl.ca/participate-in-programs/
π 'Tis the season of giving! Business owners, did you know there are tax-efficient ways to give back that can benefit both your business and your community?
In addition to helping others, corporate donations can:
β’ Reduce your taxable income
β’ Enhance your brand reputation
β’ Boost employee morale
Want to learn more about charitable giving strategies? Let's chat about how to make a positive impact while optimizing your tax situation.
Reach out to discuss ways your business can give back this holiday season.
In addition to helping others, corporate donations can:
β’ Reduce your taxable income
β’ Enhance your brand reputation
β’ Boost employee morale
Want to learn more about charitable giving strategies? Let's chat about how to make a positive impact while optimizing your tax situation.
Reach out to discuss ways your business can give back this holiday season.
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πIt's the most wonderful time of the year... πΆ
From all of us at O'Brien & Associates, Merry Christmas and Happy Holidays!
Enjoy this festive moment with us! π½οΈβ¨
From all of us at O'Brien & Associates, Merry Christmas and Happy Holidays!
Enjoy this festive moment with us! π½οΈβ¨
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πIt's the most wonderful time of the year... πΆ
From all of us at O'Brien & Associates, Merry Christmas and Happy Holidays!
Wishing you a joyful season filled with warmth, laughter, and special memories.
From all of us at O'Brien & Associates, Merry Christmas and Happy Holidays!
Wishing you a joyful season filled with warmth, laughter, and special memories.
πIt's the most wonderful time of the year... πΆ
From all of us at O'Brien & Associates, Merry Christmas and Happy Holidays!
Wishing you a joyful season filled with warmth, laughter, and special memories.
From all of us at O'Brien & Associates, Merry Christmas and Happy Holidays!
Wishing you a joyful season filled with warmth, laughter, and special memories.
Estate planning isn't just for the wealthy β it's your family's financial superhero cape. π¦ΈββοΈ
Let's chat about making your family's future as bright as your little one's smile. π
Let's chat about making your family's future as bright as your little one's smile. π
Estate planning isn't just for the wealthy β it's your family's financial superhero cape. π¦ΈββοΈ
Let's chat about making your family's future as bright as your little one's smile. π
Let's chat about making your family's future as bright as your little one's smile. π
ποΈββοΈTeam Tee Time ~
Nothing like some friendly competition on the greens!
Huge congrats to Gerry's Team for absolutely dominating the course - it was a landslide win that left Michael's team searching for their golf balls! β³
Till next time, folks!
Nothing like some friendly competition on the greens!
Huge congrats to Gerry's Team for absolutely dominating the course - it was a landslide win that left Michael's team searching for their golf balls! β³
Till next time, folks!
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π National Champions!
A huge shoutout to our very own advisor Michael O'Brien, who played a key role in Holy Cross FC's historic win at the 2025 Challenge Trophy in St. John's! β½
The team brough home the Men's National Title, triumphing after a thrilling final match and penalty shootout. Check out the article here - https://canadasoccer.com/news/holy-cross-fc-make-history-with-double-victory-as-national-champions-crowned-across-canada/
Way to go, Michael & Holy Cross FC! π
A huge shoutout to our very own advisor Michael O'Brien, who played a key role in Holy Cross FC's historic win at the 2025 Challenge Trophy in St. John's! β½
The team brough home the Men's National Title, triumphing after a thrilling final match and penalty shootout. Check out the article here - https://canadasoccer.com/news/holy-cross-fc-make-history-with-double-victory-as-national-champions-crowned-across-canada/
Way to go, Michael & Holy Cross FC! π
π National Champions!
A huge shoutout to our very own advisor Michael O'Brien, who played a key role in Holy Cross FC's historic win at the 2025 Challenge Trophy in St. John's! β½
The team brough home the Men's National Title, triumphing after a thrilling final match and penalty shootout. Check out the article here - https://canadasoccer.com/news/holy-cross-fc-make-history-with-double-victory-as-national-champions-crowned-across-canada/
Way to go, Michael & Holy Cross FC! π
A huge shoutout to our very own advisor Michael O'Brien, who played a key role in Holy Cross FC's historic win at the 2025 Challenge Trophy in St. John's! β½
The team brough home the Men's National Title, triumphing after a thrilling final match and penalty shootout. Check out the article here - https://canadasoccer.com/news/holy-cross-fc-make-history-with-double-victory-as-national-champions-crowned-across-canada/
Way to go, Michael & Holy Cross FC! π
Tax season is right around the corner.
β Gather all income documents (T4s, T5s, etc.)
β Collect receipts for deductible expenses
β Review last year's tax return
β Check for unused credits or deductions
β Consider RRSP contributions before the deadline β there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
β Gather all income documents (T4s, T5s, etc.)
β Collect receipts for deductible expenses
β Review last year's tax return
β Check for unused credits or deductions
β Consider RRSP contributions before the deadline β there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
Tax season is right around the corner.
β Gather all income documents (T4s, T5s, etc.)
β Collect receipts for deductible expenses
β Review last year's tax return
β Check for unused credits or deductions
β Consider RRSP contributions before the deadline β there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
β Gather all income documents (T4s, T5s, etc.)
β Collect receipts for deductible expenses
β Review last year's tax return
β Check for unused credits or deductions
β Consider RRSP contributions before the deadline β there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
Heading south for the winter? Before you swap your boots for flip-flops, let's ensure your finances are as ready for the journey as you are. A few helpful reminders...
π° Fund check: Is your budget winter-ready?
π Home security: Try home monitoring for peace of mind
π₯ Healthcare: Know your coverage limits abroad
βοΈ Travel insurance: Don't leave home without it!
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#SnowbirdLife #Retirement #SunLifeCanada
π° Fund check: Is your budget winter-ready?
π Home security: Try home monitoring for peace of mind
π₯ Healthcare: Know your coverage limits abroad
βοΈ Travel insurance: Don't leave home without it!
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#SnowbirdLife #Retirement #SunLifeCanada
Heading south for the winter? Before you swap your boots for flip-flops, let's ensure your finances are as ready for the journey as you are. A few helpful reminders...
π° Fund check: Is your budget winter-ready?
π Home security: Try home monitoring for peace of mind
π₯ Healthcare: Know your coverage limits abroad
βοΈ Travel insurance: Don't leave home without it!
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#SnowbirdLife #Retirement #SunLifeCanada
π° Fund check: Is your budget winter-ready?
π Home security: Try home monitoring for peace of mind
π₯ Healthcare: Know your coverage limits abroad
βοΈ Travel insurance: Don't leave home without it!
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#SnowbirdLife #Retirement #SunLifeCanada
With Cyber Monday happening on December 1, letβs talk about protecting your business from digital threats.
Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly
Remember, a secure business is a successful business.
Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.
#CyberSecurity #CyberMonday #SunLifeCanada
Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly
Remember, a secure business is a successful business.
Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.
#CyberSecurity #CyberMonday #SunLifeCanada
With Cyber Monday happening on December 1, letβs talk about protecting your business from digital threats.
Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly
Remember, a secure business is a successful business.
Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.
#CyberSecurity #CyberMonday #SunLifeCanada
Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly
Remember, a secure business is a successful business.
Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.
#CyberSecurity #CyberMonday #SunLifeCanada
Financial literacy isn't just about understanding money β it's about making informed decisions for a brighter financial future.
November is the ideal time to focus on:
β’ Building a strong financial foundation
β’ Understanding investment basics
β’ Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
β’ Building a strong financial foundation
β’ Understanding investment basics
β’ Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Financial literacy isn't just about understanding money β it's about making informed decisions for a brighter financial future.
November is the ideal time to focus on:
β’ Building a strong financial foundation
β’ Understanding investment basics
β’ Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
β’ Building a strong financial foundation
β’ Understanding investment basics
β’ Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Meet Sherdil (Lion-heartedπ¦) & Goldie - Shivani's #1 Hunter & Hugger (respectively!)
They were both rescued off the streets of Qatar and are now living their best life!
Sherdil is always on the hunt - but also a bit of a scaredy cat. Goldie is incredibly friendly, always looking to be around people. They are NOT the best of friends, but they both love their daily outdoor walks!
Stay tuned for more from our Meet the Pets series!
They were both rescued off the streets of Qatar and are now living their best life!
Sherdil is always on the hunt - but also a bit of a scaredy cat. Goldie is incredibly friendly, always looking to be around people. They are NOT the best of friends, but they both love their daily outdoor walks!
Stay tuned for more from our Meet the Pets series!
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Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Say hello to Ozzie - Chantelle's #1 Ball-Chaser & Walk Buddy!
A lovable rescue from Labrador who's almost 2 years old!
This goofy and playful pup lives for woodland walks, stuffer toys, and chasing his toy balls. But nothing beats time with his furry besties!
Stay tuned for the next member of our fur family in our Meet the Pets series!
A lovable rescue from Labrador who's almost 2 years old!
This goofy and playful pup lives for woodland walks, stuffer toys, and chasing his toy balls. But nothing beats time with his furry besties!
Stay tuned for the next member of our fur family in our Meet the Pets series!
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Business owners, it's time to set the stage for 2026. As we approach the year-end, let's reflect on your achievements, reflect on the lessons learned and plan for the year ahead.
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Business owners, it's time to set the stage for 2026. As we approach the year-end, let's reflect on your achievements, reflect on the lessons learned and plan for the year ahead.
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Halloween 2025 at O'Brien & Associates
The game was afoot this Halloween at the office!
Team O'Brien channeled our inner Sherlock Holmes and surprised the advisors with some good old-fashioned detective flair. π΅οΈ
Happy Halloween from all of us! May your day be filled with treats, tricks, and a touch of mystery! ππ―οΈ
Team O'Brien channeled our inner Sherlock Holmes and surprised the advisors with some good old-fashioned detective flair. π΅οΈ
Happy Halloween from all of us! May your day be filled with treats, tricks, and a touch of mystery! ππ―οΈ
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Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.
Hereβs how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Hereβs how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.
Hereβs how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Hereβs how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Ready to take control of your retirement in just 5 minutes?
Sun Life One Plan is a powerful tool to help you:
β Create a quick retirement plan
β Set achievable retirement goals
β Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Sun Life One Plan is a powerful tool to help you:
β Create a quick retirement plan
β Set achievable retirement goals
β Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Ready to take control of your retirement in just 5 minutes?
Sun Life One Plan is a powerful tool to help you:
β Create a quick retirement plan
β Set achievable retirement goals
β Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Sun Life One Plan is a powerful tool to help you:
β Create a quick retirement plan
β Set achievable retirement goals
β Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ.
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ.
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
Have questions?
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