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.
Why do so many of us struggle with saving, spending or even logging into our banking app? The truth is that our relationship with money is a lifelong journey: it often begins long before we open our first account.
Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Why do so many of us struggle with saving, spending or even logging into our banking app? The truth is that our relationship with money is a lifelong journey: it often begins long before we open our first account.
Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
It's never too early (or late) to boost your retirement savings. Learn how catch-up contributions and tax-efficient strategies can help accelerate your retirement readiness.
https://advisor.sunlife.ca/obrien.financial/
https://advisor.sunlife.ca/obrien.financial/
It's never too early (or late) to boost your retirement savings. Learn how catch-up contributions and tax-efficient strategies can help accelerate your retirement readiness.
https://advisor.sunlife.ca/obrien.financial/
https://advisor.sunlife.ca/obrien.financial/
New year, new business goals? Let's chat about strategies to help protect and grow your company in 2026. From key person insurance to succession planning, we have solutions tailored for you. https://advisor.sunlife.ca/obrien.financial/
New year, new business goals? Let's chat about strategies to help protect and grow your company in 2026. From key person insurance to succession planning, we have solutions tailored for you. https://advisor.sunlife.ca/obrien.financial/
Tax season is approaching. Are you leveraging all available strategies to optimize your tax position? Let's review and explore your tax-efficient investment options.
https://advisor.sunlife.ca/obrien.financial/
https://advisor.sunlife.ca/obrien.financial/
Tax season is approaching. Are you leveraging all available strategies to optimize your tax position? Let's review and explore your tax-efficient investment options.
https://advisor.sunlife.ca/obrien.financial/
https://advisor.sunlife.ca/obrien.financial/
Is your investment strategy ready for life's twists and turns? Sun Life products offer flexibility and growth potential to help you stay on track, no matter what comes your way. Book a review today!
https://advisor.sunlife.ca/obrien.financial/
https://advisor.sunlife.ca/obrien.financial/
Is your investment strategy ready for life's twists and turns? Sun Life products offer flexibility and growth potential to help you stay on track, no matter what comes your way. Book a review today!
https://advisor.sunlife.ca/obrien.financial/
https://advisor.sunlife.ca/obrien.financial/
Dreaming of a comfortable retirement? Let's turn those dreams into reality. Discover how our personalized retirement planning can help you achieve the lifestyle you want. Let’s chat!
https://advisor.sunlife.ca/obrien.financial/
https://advisor.sunlife.ca/obrien.financial/
Dreaming of a comfortable retirement? Let's turn those dreams into reality. Discover how our personalized retirement planning can help you achieve the lifestyle you want. Let’s chat!
https://advisor.sunlife.ca/obrien.financial/
https://advisor.sunlife.ca/obrien.financial/
SMART goals
Welcome financial growth with goals that are:
✅ Specific
✅ Measurable
✅ Achievable
✅ Relevant
✅ Timely
For business owners, balancing short-term needs with long-term vision is crucial.
💵Short-term: Manage cash flow, reduce costs
💰Long-term: Expand operations, plan for succession
Let's work together to create a financial roadmap that aligns with your business ambitions. https://advisor.sunlife.ca/obrien.financial/
✅ Specific
✅ Measurable
✅ Achievable
✅ Relevant
✅ Timely
For business owners, balancing short-term needs with long-term vision is crucial.
💵Short-term: Manage cash flow, reduce costs
💰Long-term: Expand operations, plan for succession
Let's work together to create a financial roadmap that aligns with your business ambitions. https://advisor.sunlife.ca/obrien.financial/
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Is your child's education fund on track?
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/obrien.financial/
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/obrien.financial/
Is your child's education fund on track?
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/obrien.financial/
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/obrien.financial/
There’s never been a better time to consider permanent life or universal life insurance. Until December 31, you can save 4 months of payments on your first year of coverage with Sun Life. Interested? Let’s connect and chat more!
There’s never been a better time to consider permanent life or universal life insurance. Until December 31, you can save 4 months of payments on your first year of coverage with Sun Life. Interested? Let’s connect and chat more!
Guess who made the nice list this year? 🎅
Santa Gerry stopped by to deliver laughter, surprises, and a sleigh full of Secret Santa cheer!🎁✨🎄
Here's to thoughtful giving and celebrating the season as a team!
Santa Gerry stopped by to deliver laughter, surprises, and a sleigh full of Secret Santa cheer!🎁✨🎄
Here's to thoughtful giving and celebrating the season as a team!
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Who says the finance industry can't get a little competitive?
From boardrooms to Saran Wrap showdowns - our competitive spirit shines through with every layer unwrapped! 🎁💥
From boardrooms to Saran Wrap showdowns - our competitive spirit shines through with every layer unwrapped! 🎁💥
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As we step into 2026, it's a great time to reassess your retirement budget and lifestyle goals. We can work together to:
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/obrien.financial/
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/obrien.financial/
As we step into 2026, it's a great time to reassess your retirement budget and lifestyle goals. We can work together to:
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/obrien.financial/
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/obrien.financial/
As the year winds down, consider a financial health check-in! A comprehensive review can help ensure you're on track to meet your goals.
Book a meeting today to:
➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/obrien.financial/
Book a meeting today to:
➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/obrien.financial/
As the year winds down, consider a financial health check-in! A comprehensive review can help ensure you're on track to meet your goals.
Book a meeting today to:
➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/obrien.financial/
Book a meeting today to:
➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/obrien.financial/
Here's a glimpse of our small celebration for a big milestone - complete with cake 🎂, laughs, and some 60s-themed socks🧦
Happy 60th Gerry! 🎉
Happy 60th Gerry! 🎉
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Happy Birthday to the one and only - Gerry O'Brien! 🎉
Wishing Gerry the best of wishes for his Big 60!
Here's to health, happiness, and many more memorable years ahead! 🎂
Wishing Gerry the best of wishes for his Big 60!
Here's to health, happiness, and many more memorable years ahead! 🎂
Happy Birthday to the one and only - Gerry O'Brien! 🎉
Wishing Gerry the best of wishes for his Big 60!
Here's to health, happiness, and many more memorable years ahead! 🎂
Wishing Gerry the best of wishes for his Big 60!
Here's to health, happiness, and many more memorable years ahead! 🎂
Sun Life’s current offer is the perfect opportunity to set your family up with lifetime protection while giving your wallet a break in the first year of coverage. Don’t wait, this offer ends December 31. Let’s chat!
Sun Life’s current offer is the perfect opportunity to set your family up with lifetime protection while giving your wallet a break in the first year of coverage. Don’t wait, this offer ends December 31. Let’s chat!
Red-Green...ish Day at the Office🎄
We brough out the festive spirit with pops of red and green all around! (Well... let's just say different SHADES of red & green 😄)
Always a fun time celebrating the season with this awesome crew! ❤️💚💗
We brough out the festive spirit with pops of red and green all around! (Well... let's just say different SHADES of red & green 😄)
Always a fun time celebrating the season with this awesome crew! ❤️💚💗
Red-Green...ish Day at the Office🎄
We brough out the festive spirit with pops of red and green all around! (Well... let's just say different SHADES of red & green 😄)
Always a fun time celebrating the season with this awesome crew! ❤️💚💗
We brough out the festive spirit with pops of red and green all around! (Well... let's just say different SHADES of red & green 😄)
Always a fun time celebrating the season with this awesome crew! ❤️💚💗
Check out Team O'Brien & Associates at the theatres for our Children's Day movie celebration last Saturday!
It was an honor to bring our Clients and their families together for a fun-filled afternoon watching Zootopia 2 🍿📽️🦊
Thank you for being part of this wonderful day! We are grateful for your continued support and trust.
It was an honor to bring our Clients and their families together for a fun-filled afternoon watching Zootopia 2 🍿📽️🦊
Thank you for being part of this wonderful day! We are grateful for your continued support and trust.
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A Magical Day at the Movies 📽️✨
In celebration of Children's Day, we invited our Clients and their little ones to join us for a fun afternoon watching Zootopia 2.
From Team O'Brien & Associates, thank you to everyone who came out - your smiles, energy and presence made the day truly unforgettable.
Here's to building memories and financial goals together.💙
In celebration of Children's Day, we invited our Clients and their little ones to join us for a fun afternoon watching Zootopia 2.
From Team O'Brien & Associates, thank you to everyone who came out - your smiles, energy and presence made the day truly unforgettable.
Here's to building memories and financial goals together.💙
A Magical Day at the Movies 📽️✨
In celebration of Children's Day, we invited our Clients and their little ones to join us for a fun afternoon watching Zootopia 2.
From Team O'Brien & Associates, thank you to everyone who came out - your smiles, energy and presence made the day truly unforgettable.
Here's to building memories and financial goals together.💙
In celebration of Children's Day, we invited our Clients and their little ones to join us for a fun afternoon watching Zootopia 2.
From Team O'Brien & Associates, thank you to everyone who came out - your smiles, energy and presence made the day truly unforgettable.
Here's to building memories and financial goals together.💙
Behind the Scenes at Ronald McDonald House 🏡
Here's a glimpse of our day volunteering with the Home for Dinner program at RMHC in NL. From chopping veggies to stirring sauces, Team O'Brien & Associates came together to give back to the community - one meal at a time.🍕
Thank you to the RMHC team for the vital work you do every single day, and for allowing us to be a part of your mission.🧡
Here's a glimpse of our day volunteering with the Home for Dinner program at RMHC in NL. From chopping veggies to stirring sauces, Team O'Brien & Associates came together to give back to the community - one meal at a time.🍕
Thank you to the RMHC team for the vital work you do every single day, and for allowing us to be a part of your mission.🧡
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Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.