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.
Paying off student loans?
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Paying off student loans?
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Parents, grandparents, relatives and friends can contribute money into an RESP (up to a lifetime contribution of $50,000 per child).
Get in touch to set up an RESP for your child.
Get in touch to set up an RESP for your child.
Parents, grandparents, relatives and friends can contribute money into an RESP (up to a lifetime contribution of $50,000 per child).
Get in touch to set up an RESP for your child.
Get in touch to set up an RESP for your child.
When inflation rises during retirement, it's important to take proactive steps to protect your purchasing power and financial stability. Here are some strategies to consider:
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.
When inflation rises during retirement, it's important to take proactive steps to protect your purchasing power and financial stability. Here are some strategies to consider:
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.
The Canadian Press recently reached out to our very own Michael O'Brien to share insights on how Gen Z is approaching financial advice and investing. We're thrilled and thankful to be part of this national conversation.
Read the article here:
https://www.thecanadianpressnews.ca/business/gen-zs-growing-interest-in-financial-advice-and-investing-fuelled-by-social-media/article_574f4b35-6429-57cc-9462-6a093059001c.html
Read the article here:
https://www.thecanadianpressnews.ca/business/gen-zs-growing-interest-in-financial-advice-and-investing-fuelled-by-social-media/article_574f4b35-6429-57cc-9462-6a093059001c.html
The Canadian Press recently reached out to our very own Michael O'Brien to share insights on how Gen Z is approaching financial advice and investing. We're thrilled and thankful to be part of this national conversation.
Read the article here:
https://www.thecanadianpressnews.ca/business/gen-zs-growing-interest-in-financial-advice-and-investing-fuelled-by-social-media/article_574f4b35-6429-57cc-9462-6a093059001c.html
Read the article here:
https://www.thecanadianpressnews.ca/business/gen-zs-growing-interest-in-financial-advice-and-investing-fuelled-by-social-media/article_574f4b35-6429-57cc-9462-6a093059001c.html
Have you started a side gig to supplement your full-time income? Here are some tips to help you out on the financial side of things:
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
Have you started a side gig to supplement your full-time income? Here are some tips to help you out on the financial side of things:
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
With the summer break wrapping up, it’s a great time to think about your child’s RESPs. Get in touch to discuss your contributions and if you’re on track to set them up for success in their future.
🎥 Check out some of the fun moments from our Client Appreciation BBQ event!
A big thank you to everyone who came out!
A big thank you to everyone who came out!
Watch video
We're incredibly grateful to everyone who donated to support wildfire relief efforts at our Client Appreciation BBQ event.
Thanks to your generosity, we were able to donate $500 to New Life Rescue (Newfoundland) - an animal rescue organization located in Carbonear NL, doing truly inspiring work during this difficult time.
They’ve been actively rescuing animals, supporting evacuees, helping provide meals to those involved in the response, and assisting directly with wildfire efforts. Their team has shown an incredible commitment to both people and pets affected by the fires.
We’re proud to support their mission and encourage you to check them out.
Visit their website here: https://newliferescue.ca
And follow their updates on Facebook: https://www.facebook.com/newliferescue.newfoundland/
Thank you once again to everyone who made this possible. Your kindness is making a real impact. ❤️
Thanks to your generosity, we were able to donate $500 to New Life Rescue (Newfoundland) - an animal rescue organization located in Carbonear NL, doing truly inspiring work during this difficult time.
They’ve been actively rescuing animals, supporting evacuees, helping provide meals to those involved in the response, and assisting directly with wildfire efforts. Their team has shown an incredible commitment to both people and pets affected by the fires.
We’re proud to support their mission and encourage you to check them out.
Visit their website here: https://newliferescue.ca
And follow their updates on Facebook: https://www.facebook.com/newliferescue.newfoundland/
Thank you once again to everyone who made this possible. Your kindness is making a real impact. ❤️
We're incredibly grateful to everyone who donated to support wildfire relief efforts at our Client Appreciation BBQ event.
Thanks to your generosity, we were able to donate $500 to New Life Rescue (Newfoundland) - an animal rescue organization located in Carbonear NL, doing truly inspiring work during this difficult time.
They’ve been actively rescuing animals, supporting evacuees, helping provide meals to those involved in the response, and assisting directly with wildfire efforts. Their team has shown an incredible commitment to both people and pets affected by the fires.
We’re proud to support their mission and encourage you to check them out.
Visit their website here: https://newliferescue.ca
And follow their updates on Facebook: https://www.facebook.com/newliferescue.newfoundland/
Thank you once again to everyone who made this possible. Your kindness is making a real impact. ❤️
Thanks to your generosity, we were able to donate $500 to New Life Rescue (Newfoundland) - an animal rescue organization located in Carbonear NL, doing truly inspiring work during this difficult time.
They’ve been actively rescuing animals, supporting evacuees, helping provide meals to those involved in the response, and assisting directly with wildfire efforts. Their team has shown an incredible commitment to both people and pets affected by the fires.
We’re proud to support their mission and encourage you to check them out.
Visit their website here: https://newliferescue.ca
And follow their updates on Facebook: https://www.facebook.com/newliferescue.newfoundland/
Thank you once again to everyone who made this possible. Your kindness is making a real impact. ❤️
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
Watch video
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.
Watch video
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.
Watch video
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.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.