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.
Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial future.
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• 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:
• Building a strong financial foundation
• Understanding investment basics
• 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 — it's about making informed decisions for a brighter financial future.
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• 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:
• Building a strong financial foundation
• Understanding investment basics
• 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-hearted🦁) & 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!
Watch video
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!
Watch video
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. 🕵️
Happy Halloween from all of us! May your day be filled with treats, tricks, and a touch of mystery! 🔍🕯️
Team O'Brien channeled our inner Sherlock Holmes and surprised the advisors with some good old-fashioned detective flair. 🕵️
Happy Halloween from all of us! May your day be filled with treats, tricks, and a touch of mystery! 🔍🕯️
Watch video
Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Here’s 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.
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Here’s 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:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ 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:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ 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:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ 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:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ 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
Meet Sadie, Bella & Jax - Sarah's triple threat of cuddles, sass, and sweetness! 🐕🐕🦺🐩
Sadie is a 2-year-old Labrador with a heart of gold; loves her walks and making friends with every dog she meets.
Bella & Jax, the 6-year-old Chihuahuas, may be small - but they've got big barks, big hearts, and big opinions about who gets the best spot on the couch!
Out Meet the Pet series keeps rolling - stay tuned for more adorable members of our extended team!🐾
Sadie is a 2-year-old Labrador with a heart of gold; loves her walks and making friends with every dog she meets.
Bella & Jax, the 6-year-old Chihuahuas, may be small - but they've got big barks, big hearts, and big opinions about who gets the best spot on the couch!
Out Meet the Pet series keeps rolling - stay tuned for more adorable members of our extended team!🐾
Watch video
Sun Life One Plan is designed to help business owners like you simplify decisions with a clear, personalized roadmap for your financial future.
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.
#SunLifeOnePlan #BusinessPlanning #BusinessOwner
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.
#SunLifeOnePlan #BusinessPlanning #BusinessOwner
Sun Life One Plan is designed to help business owners like you simplify decisions with a clear, personalized roadmap for your financial future.
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.
#SunLifeOnePlan #BusinessPlanning #BusinessOwner
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.
#SunLifeOnePlan #BusinessPlanning #BusinessOwner
Meet Max - Ryan's #1 cabin buddy!
At 10 years old, Max lives for cozy trips to the cabin and soaking up the great outdoors. Whether it's chasing leaves or curling up by the fire, Max is all about that laid-back life. 🍁🏕️
Out Meet the Pet series is still going strong - stay tuned for more adorable faces from the team! 💖
At 10 years old, Max lives for cozy trips to the cabin and soaking up the great outdoors. Whether it's chasing leaves or curling up by the fire, Max is all about that laid-back life. 🍁🏕️
Out Meet the Pet series is still going strong - stay tuned for more adorable faces from the team! 💖
Watch video
A little pause for peace 🩵
World Mental Health Day, observed every October 10th, is a global reminder to prioritize mental well-being and support each other's journey to wellness.
To mark the day, our team took some time to slow down, reconnect, and recharge - together.
Here's a glimpse into our team spa day! 💅🫧
World Mental Health Day, observed every October 10th, is a global reminder to prioritize mental well-being and support each other's journey to wellness.
To mark the day, our team took some time to slow down, reconnect, and recharge - together.
Here's a glimpse into our team spa day! 💅🫧
Watch video
We're proud to sponsor the GU15 Premier League team with the Mt. Pearl Soccer Association as they head to PEI to represent our province at the Nationals!⚽
This talented group of young athletes has worked incredibly hard to earn their place, and we're honoured to support them on their journey.
Best of luck this weekend team - your whole province is behind you! 💛
This talented group of young athletes has worked incredibly hard to earn their place, and we're honoured to support them on their journey.
Best of luck this weekend team - your whole province is behind you! 💛
We're proud to sponsor the GU15 Premier League team with the Mt. Pearl Soccer Association as they head to PEI to represent our province at the Nationals!⚽
This talented group of young athletes has worked incredibly hard to earn their place, and we're honoured to support them on their journey.
Best of luck this weekend team - your whole province is behind you! 💛
This talented group of young athletes has worked incredibly hard to earn their place, and we're honoured to support them on their journey.
Best of luck this weekend team - your whole province is behind you! 💛
Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Today, we celebrated Teacher's Day the best way we could think of - by delivering a little caffeine boost to some of the incredible educators in our community!☕
We went around to local schools with fresh coffee, tea, treats and warm thanks, hoping to bring a small moment of appreciation to the teachers who give so much of themselves every day. Whether it's in the classroom, on lunch duty, or helping a student through a tough moment - teachers are always there, supporting and inspiring the next generation.
From all of us at O'Brien & Associates, we're so grateful for all you do. 💛
Happy (belated) Teacher's Day!
We went around to local schools with fresh coffee, tea, treats and warm thanks, hoping to bring a small moment of appreciation to the teachers who give so much of themselves every day. Whether it's in the classroom, on lunch duty, or helping a student through a tough moment - teachers are always there, supporting and inspiring the next generation.
From all of us at O'Brien & Associates, we're so grateful for all you do. 💛
Happy (belated) Teacher's Day!
Today, we celebrated Teacher's Day the best way we could think of - by delivering a little caffeine boost to some of the incredible educators in our community!☕
We went around to local schools with fresh coffee, tea, treats and warm thanks, hoping to bring a small moment of appreciation to the teachers who give so much of themselves every day. Whether it's in the classroom, on lunch duty, or helping a student through a tough moment - teachers are always there, supporting and inspiring the next generation.
From all of us at O'Brien & Associates, we're so grateful for all you do. 💛
Happy (belated) Teacher's Day!
We went around to local schools with fresh coffee, tea, treats and warm thanks, hoping to bring a small moment of appreciation to the teachers who give so much of themselves every day. Whether it's in the classroom, on lunch duty, or helping a student through a tough moment - teachers are always there, supporting and inspiring the next generation.
From all of us at O'Brien & Associates, we're so grateful for all you do. 💛
Happy (belated) Teacher's Day!
Meet Rebecca's buddy - Gyro (1.5 years old)!
This energetic pup lives for belly rubs, cheese treats, and chasing tail! 🧀🐾
A social butterfly with a cheesy weakness - Gyro is always the life of the dog park!
Stay tuned for more furry friends in our Meet the Pet Series!
This energetic pup lives for belly rubs, cheese treats, and chasing tail! 🧀🐾
A social butterfly with a cheesy weakness - Gyro is always the life of the dog park!
Stay tuned for more furry friends in our Meet the Pet Series!
Watch video
Meet Alissa's Kitties - Iggy (3) and Myrtle (4)!
These two are curious, cuddly, and always on the move! Never a dull moment when they are around.
Rescued from Amber's Safe Haven, they've found their forever home and are now living their best, most chaotic lives!
Stay tuned for more stars of our Meet the Pet Series! 🐾
These two are curious, cuddly, and always on the move! Never a dull moment when they are around.
Rescued from Amber's Safe Haven, they've found their forever home and are now living their best, most chaotic lives!
Stay tuned for more stars of our Meet the Pet Series! 🐾
Watch video
Today, we wear orange to reflect, to learn, and to walk the path of truth and healing together - as we honour the children, families, and communities affected by the legacy of residential schools.
🧡 Every Child Matters.
🧡 Every Child Matters.
Today, we wear orange to reflect, to learn, and to walk the path of truth and healing together - as we honour the children, families, and communities affected by the legacy of residential schools.
🧡 Every Child Matters.
🧡 Every Child Matters.
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