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.
Check out these tips to help your retirement savings go farther:
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.
Check out these tips to help your retirement savings go farther:
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.
WEATHER UPDATE: Event to go as planned.
DONATION UPDATED: In the light of recent wildfires in our community, we are hosting a fundraiser to support wildfire relief efforts. CASH DONATIONS will be gratefully accepted at the event, with all proceeds going towards helping those affected. O'Brien & Associates will MATCH every donation received, doubling the impact of your contribution.
Join us today for our Client Appreciation BBQ right here at our office backlot - a casual afternoon of good food, great conversation, and our heartfelt appreciation for our clients and their continued trust & support.
DONATION UPDATED: In the light of recent wildfires in our community, we are hosting a fundraiser to support wildfire relief efforts. CASH DONATIONS will be gratefully accepted at the event, with all proceeds going towards helping those affected. O'Brien & Associates will MATCH every donation received, doubling the impact of your contribution.
Join us today for our Client Appreciation BBQ right here at our office backlot - a casual afternoon of good food, great conversation, and our heartfelt appreciation for our clients and their continued trust & support.
WEATHER UPDATE: Event to go as planned.
DONATION UPDATED: In the light of recent wildfires in our community, we are hosting a fundraiser to support wildfire relief efforts. CASH DONATIONS will be gratefully accepted at the event, with all proceeds going towards helping those affected. O'Brien & Associates will MATCH every donation received, doubling the impact of your contribution.
Join us today for our Client Appreciation BBQ right here at our office backlot - a casual afternoon of good food, great conversation, and our heartfelt appreciation for our clients and their continued trust & support.
DONATION UPDATED: In the light of recent wildfires in our community, we are hosting a fundraiser to support wildfire relief efforts. CASH DONATIONS will be gratefully accepted at the event, with all proceeds going towards helping those affected. O'Brien & Associates will MATCH every donation received, doubling the impact of your contribution.
Join us today for our Client Appreciation BBQ right here at our office backlot - a casual afternoon of good food, great conversation, and our heartfelt appreciation for our clients and their continued trust & support.
WEATHER UPDATE will be posted tomorrow morning.
In the light of recent wildfires in our community, we are hosting a fundraiser to support wildfire relief efforts. Cash donations will be gratefully accepted at the event, with all proceeds going towards helping those affected.
Join us for our Client Appreciation BBQ right here at our office backlot - a casual afternoon of good food, great conversation, and our heartfelt appreciation for our clients and their continued trust & support.
In the light of recent wildfires in our community, we are hosting a fundraiser to support wildfire relief efforts. Cash donations will be gratefully accepted at the event, with all proceeds going towards helping those affected.
Join us for our Client Appreciation BBQ right here at our office backlot - a casual afternoon of good food, great conversation, and our heartfelt appreciation for our clients and their continued trust & support.
WEATHER UPDATE will be posted tomorrow morning.
In the light of recent wildfires in our community, we are hosting a fundraiser to support wildfire relief efforts. Cash donations will be gratefully accepted at the event, with all proceeds going towards helping those affected.
Join us for our Client Appreciation BBQ right here at our office backlot - a casual afternoon of good food, great conversation, and our heartfelt appreciation for our clients and their continued trust & support.
In the light of recent wildfires in our community, we are hosting a fundraiser to support wildfire relief efforts. Cash donations will be gratefully accepted at the event, with all proceeds going towards helping those affected.
Join us for our Client Appreciation BBQ right here at our office backlot - a casual afternoon of good food, great conversation, and our heartfelt appreciation for our clients and their continued trust & support.
Freelancers - are you loving the freedom of being your own boss but feeling overwhelmed by the financial side of things?
Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!
Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection.
Get in touch to get started.
Script: Let's help make your freelance dreams financially sustainable
Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!
Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection.
Get in touch to get started.
Script: Let's help make your freelance dreams financially sustainable
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As we near the end of our "Meet the Team Series", we proudly spotlight our dedicated advisors - the heart of our client guidance!
Meet Advisor - Gerry O'Brien!
With over 36 years of experience, Gerry brings deep expertise in insurance, retirement, and wealth planning. As the founder of O’Brien & Associates Financial Services Inc., he’s known for his strategic, personalized approach and long-standing client relationships - often spanning generations.
He specializes in estate strategies, business succession planning, and long-term wealth preservation. Outside of work, Gerry enjoys cabin time with family, quiet moments in nature, and a round of golf whenever he can.
Meet Advisor - Gerry O'Brien!
With over 36 years of experience, Gerry brings deep expertise in insurance, retirement, and wealth planning. As the founder of O’Brien & Associates Financial Services Inc., he’s known for his strategic, personalized approach and long-standing client relationships - often spanning generations.
He specializes in estate strategies, business succession planning, and long-term wealth preservation. Outside of work, Gerry enjoys cabin time with family, quiet moments in nature, and a round of golf whenever he can.
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Starting the week with strategy - on the putting green and in your financial plan. 🏌️♂️
Michael's team is on the roll with their third golf victory in a row!
Michael's team is on the roll with their third golf victory in a row!
Watch video
Sun Life's Term Insurance for Diabetes offers a higher chance of approval and affordable premiums compared to conventional life insurance. Plus, enter the Protect to Win Contest for a chance to win $5,000!
#DiabetesAwareness #FinancialProtection
*Certain terms and conditions apply. Contact me for more information.
#DiabetesAwareness #FinancialProtection
*Certain terms and conditions apply. Contact me for more information.
Sun Life's Term Insurance for Diabetes offers a higher chance of approval and affordable premiums compared to conventional life insurance. Plus, enter the Protect to Win Contest for a chance to win $5,000!
#DiabetesAwareness #FinancialProtection
*Certain terms and conditions apply. Contact me for more information.
#DiabetesAwareness #FinancialProtection
*Certain terms and conditions apply. Contact me for more information.
As we near the end of our "Meet the Team Series", we proudly spotlight our dedicated advisors - the heart of our client guidance!
Meet Advisor - Michael O'Brien!
With 7 years of experience in the financial service industry, Michael brings a modern, client-focused approach to planning. Growing up in the business alongside his father, Gerry, he blends generational insight with practical strategies tailored to families, professionals, and business owners alike.
A graduate of Memorial University, Michael holds both insurance and wealth licenses and is currently finalizing his Certified Financial Planner designation. Outside of office, he enjoys playing soccer at the top-level Provincial League Challenge Cup level and spending time with his partner and their two huskies.
Meet Advisor - Michael O'Brien!
With 7 years of experience in the financial service industry, Michael brings a modern, client-focused approach to planning. Growing up in the business alongside his father, Gerry, he blends generational insight with practical strategies tailored to families, professionals, and business owners alike.
A graduate of Memorial University, Michael holds both insurance and wealth licenses and is currently finalizing his Certified Financial Planner designation. Outside of office, he enjoys playing soccer at the top-level Provincial League Challenge Cup level and spending time with his partner and their two huskies.
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Welcome back to our "Meet the Team Series" where we introduce few team members each week.
Meet our team member - DJ Clarke!
DJ’s been an Associate Advisor with us since 2021 and brings a calm, thoughtful approach to helping clients feel confident about their financial goals.
Outside of work, he enjoys spending time with his wife and their two dogs - usually out for a walk, playing fetch, or enjoying the great outdoors.
Meet our team member - DJ Clarke!
DJ’s been an Associate Advisor with us since 2021 and brings a calm, thoughtful approach to helping clients feel confident about their financial goals.
Outside of work, he enjoys spending time with his wife and their two dogs - usually out for a walk, playing fetch, or enjoying the great outdoors.
Watch video
We're firing up the grill to say thank you! 🔥🍔
Join us for our Client Appreciation BBQ right here at our office backlot - a casual afternoon of good food, great conversation, and our heartfelt appreciation for our clients and their continued trust & support.
Join us for our Client Appreciation BBQ right here at our office backlot - a casual afternoon of good food, great conversation, and our heartfelt appreciation for our clients and their continued trust & support.
We're firing up the grill to say thank you! 🔥🍔
Join us for our Client Appreciation BBQ right here at our office backlot - a casual afternoon of good food, great conversation, and our heartfelt appreciation for our clients and their continued trust & support.
Join us for our Client Appreciation BBQ right here at our office backlot - a casual afternoon of good food, great conversation, and our heartfelt appreciation for our clients and their continued trust & support.
Are you feeling squeezed between caring for your aging parents and supporting your own children? You're not alone.
Balancing multiple financial responsibilities can be overwhelming, but there are strategies to help.
Reach out and we can address your family's needs while helping to safeguard your own financial future!
Balancing multiple financial responsibilities can be overwhelming, but there are strategies to help.
Reach out and we can address your family's needs while helping to safeguard your own financial future!
Watch video
Enter the Diabetes Protect to Win Contest! Here's how:
1. Apply for life or critical illness insurance
2. Enter for a chance to win $5,000
3. Sun Life donates $5,000 to diabetes charities
Ready to get started?
*Certain terms and conditions apply. Contact me for more information.
1. Apply for life or critical illness insurance
2. Enter for a chance to win $5,000
3. Sun Life donates $5,000 to diabetes charities
Ready to get started?
*Certain terms and conditions apply. Contact me for more information.
Enter the Diabetes Protect to Win Contest! Here's how:
1. Apply for life or critical illness insurance
2. Enter for a chance to win $5,000
3. Sun Life donates $5,000 to diabetes charities
Ready to get started?
*Certain terms and conditions apply. Contact me for more information.
1. Apply for life or critical illness insurance
2. Enter for a chance to win $5,000
3. Sun Life donates $5,000 to diabetes charities
Ready to get started?
*Certain terms and conditions apply. Contact me for more information.
Welcome back to our "Meet the Team Series" where we introduce few team members each week.
Meet our team member - Chantelle Lynch!
With over a decade at Sun Life, Chantelle has been a cornerstone of support at O’Brien & Associates - fostering a positive, team-driven workplace. She's family-focused, dog lover, and animal rescue supporter who finds joy in the simple things and the beauty of nature.
Meet our team member - Chantelle Lynch!
With over a decade at Sun Life, Chantelle has been a cornerstone of support at O’Brien & Associates - fostering a positive, team-driven workplace. She's family-focused, dog lover, and animal rescue supporter who finds joy in the simple things and the beauty of nature.
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Waiting for interest rates to drop? Here’s what Canadians need to know before renewing their mortgage
The next Bank of Canada interest rate announcement is July 30. If your mortgage is up for renewal, Rates.ca has these important tips.
Kicking off the week with some chaotic office golf 🏌️
Things got a little wild, but Michael's team took the win 2nd time in a row! 🏆
Things got a little wild, but Michael's team took the win 2nd time in a row! 🏆
Watch video
Welcome back to our "Meet the Team Series" where we introduce few team members each week.
Meet our team member - Morgan Knee!
Since 2022, Morgan has proudly supported clients as a Licensed Service Associate, blending her business background with a passion for helping others. Outside work, she recharges through camping adventures with her fiancé, two dogs, and a cat!
Meet our team member - Morgan Knee!
Since 2022, Morgan has proudly supported clients as a Licensed Service Associate, blending her business background with a passion for helping others. Outside work, she recharges through camping adventures with her fiancé, two dogs, and a cat!
Watch video
Welcome back to our "Meet the Team Series" where we introduce few team members each week.
Meet our team member - Sarah O'Toole!
Sarah has proudly been a part of the O’Brien & Associates team since 2022, delivering excellent client service and supporting team success with a smile. Off the clock, she enjoys golfing, walking her dogs and spending time with her spouse, daughter, and close friends.
Meet our team member - Sarah O'Toole!
Sarah has proudly been a part of the O’Brien & Associates team since 2022, delivering excellent client service and supporting team success with a smile. Off the clock, she enjoys golfing, walking her dogs and spending time with her spouse, daughter, and close friends.
Watch video
Want to teach your kids about money management this summer? Try the Three Jar Method. Help your children divide their allowance or summer job earnings into three jars:
1. Spend
2. Save
3. Share
This simple system introduces budgeting, saving for goals, and the importance of giving back. It's a fun, visual way to start important money conversations with your kids during their time off from school.
1. Spend
2. Save
3. Share
This simple system introduces budgeting, saving for goals, and the importance of giving back. It's a fun, visual way to start important money conversations with your kids during their time off from school.
Want to teach your kids about money management this summer? Try the Three Jar Method. Help your children divide their allowance or summer job earnings into three jars:
1. Spend
2. Save
3. Share
This simple system introduces budgeting, saving for goals, and the importance of giving back. It's a fun, visual way to start important money conversations with your kids during their time off from school.
1. Spend
2. Save
3. Share
This simple system introduces budgeting, saving for goals, and the importance of giving back. It's a fun, visual way to start important money conversations with your kids during their time off from school.
Welcome back to our "Meet the Team Series" where we introduce few team members each week.
Meet our team member - Ryan McFarlane!
Ryan began with O’Brien & Associates as a MUN work-term student and returned after gaining valuable experience at Sun Life. Passionate about top-tier client service, he stays energized through fitness and loves sharing new recipes with family and friends.
Meet our team member - Ryan McFarlane!
Ryan began with O’Brien & Associates as a MUN work-term student and returned after gaining valuable experience at Sun Life. Passionate about top-tier client service, he stays energized through fitness and loves sharing new recipes with family and friends.
Watch video
Swinging into the workweek with some friendly office golf🏌️⛳
Michael leads his team to victory with a whopping 6 points!
Michael leads his team to victory with a whopping 6 points!
Watch video
Have questions?
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