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.
Looks like Gerry’s team took home bragging rights this time! 🏆 What a comeback🏌️♂️
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A little throwback to last year’s Client Appreciation BBQ! 🌭☀️
We had such a great time with everyone, and we’re looking forward to doing it again this year.
🗓️ Wednesday, September 2, 2026
🕐 2:00 pm - 5:00 pm
📍Bowring Park
Planning to join us? Please RSVP by filling out the form - link in captions!
We hope to see you there!
We had such a great time with everyone, and we’re looking forward to doing it again this year.
🗓️ Wednesday, September 2, 2026
🕐 2:00 pm - 5:00 pm
📍Bowring Park
Planning to join us? Please RSVP by filling out the form - link in captions!
We hope to see you there!
Watch video
BBQ Event RESCHEDULED🗓️
Our Client Appreciation BBQ event has been rescheduled to Wed, Sept 2, 2026.
📍Bowring Park, St. John's
🕑 2:00 pm - 5:00pm
Kindly RSVP by filling out the below form:
https://forms.cloud.microsoft/r/EpnBigw85A
We're looking forward to welcoming our clients, along with their family and friends for an afternoon of food, fun and time together with the O'Brien & Associates team.
More details, including the exact location within Bowring Park, will be shared closer to the event date.
Hope to see you there! ☀️🌭
Our Client Appreciation BBQ event has been rescheduled to Wed, Sept 2, 2026.
📍Bowring Park, St. John's
🕑 2:00 pm - 5:00pm
Kindly RSVP by filling out the below form:
https://forms.cloud.microsoft/r/EpnBigw85A
We're looking forward to welcoming our clients, along with their family and friends for an afternoon of food, fun and time together with the O'Brien & Associates team.
More details, including the exact location within Bowring Park, will be shared closer to the event date.
Hope to see you there! ☀️🌭
BBQ Event RESCHEDULED🗓️
Our Client Appreciation BBQ event has been rescheduled to Wed, Sept 2, 2026.
📍Bowring Park, St. John's
🕑 2:00 pm - 5:00pm
Kindly RSVP by filling out the below form:
https://forms.cloud.microsoft/r/EpnBigw85A
We're looking forward to welcoming our clients, along with their family and friends for an afternoon of food, fun and time together with the O'Brien & Associates team.
More details, including the exact location within Bowring Park, will be shared closer to the event date.
Hope to see you there! ☀️🌭
Our Client Appreciation BBQ event has been rescheduled to Wed, Sept 2, 2026.
📍Bowring Park, St. John's
🕑 2:00 pm - 5:00pm
Kindly RSVP by filling out the below form:
https://forms.cloud.microsoft/r/EpnBigw85A
We're looking forward to welcoming our clients, along with their family and friends for an afternoon of food, fun and time together with the O'Brien & Associates team.
More details, including the exact location within Bowring Park, will be shared closer to the event date.
Hope to see you there! ☀️🌭
Michael’s team for the win again! 🏆 Seems like some secret training is on the go for these back to back wins!
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We're excited to invite our clients and their family to our Client Appreciation BBQ at Bowring Park! 🌭☀️
Join us for an afternoon of food, fun, and time together with the O'Brien & Associates team and fellow clients.
🗓️ Thursday, Aug 20th, 2026
🕑 2:00 pm - 5:00 pm
📍 Bowring Park, St. John's (exact location will be shared closer to event date)
If you're planning to attend, we'd appreciate it if you could complete our short RSVP form: https://forms.cloud.microsoft/r/EpnBigw85A
This event is weather permitting - please keep an eye out for latest event updates on the day of the event.
Please see the poster for full event details. We hope to see you there!
Join us for an afternoon of food, fun, and time together with the O'Brien & Associates team and fellow clients.
🗓️ Thursday, Aug 20th, 2026
🕑 2:00 pm - 5:00 pm
📍 Bowring Park, St. John's (exact location will be shared closer to event date)
If you're planning to attend, we'd appreciate it if you could complete our short RSVP form: https://forms.cloud.microsoft/r/EpnBigw85A
This event is weather permitting - please keep an eye out for latest event updates on the day of the event.
Please see the poster for full event details. We hope to see you there!
We're excited to invite our clients and their family to our Client Appreciation BBQ at Bowring Park! 🌭☀️
Join us for an afternoon of food, fun, and time together with the O'Brien & Associates team and fellow clients.
🗓️ Thursday, Aug 20th, 2026
🕑 2:00 pm - 5:00 pm
📍 Bowring Park, St. John's (exact location will be shared closer to event date)
If you're planning to attend, we'd appreciate it if you could complete our short RSVP form: https://forms.cloud.microsoft/r/EpnBigw85A
This event is weather permitting - please keep an eye out for latest event updates on the day of the event.
Please see the poster for full event details. We hope to see you there!
Join us for an afternoon of food, fun, and time together with the O'Brien & Associates team and fellow clients.
🗓️ Thursday, Aug 20th, 2026
🕑 2:00 pm - 5:00 pm
📍 Bowring Park, St. John's (exact location will be shared closer to event date)
If you're planning to attend, we'd appreciate it if you could complete our short RSVP form: https://forms.cloud.microsoft/r/EpnBigw85A
This event is weather permitting - please keep an eye out for latest event updates on the day of the event.
Please see the poster for full event details. We hope to see you there!
Running a business means wearing many hats and proper planning shouldn’t be overlooked. From protecting your income to planning your exit, a thoughtful financial roadmap can help support every stage of your journey.
Running a business means wearing many hats and proper planning shouldn’t be overlooked. From protecting your income to planning your exit, a thoughtful financial roadmap can help support every stage of your journey.
A serious illness can impact more than your health, it can disrupt your income, savings and long-term goals. Critical illness insurance pays a lump sum benefit upon diagnosis of covered conditions like cancer, heart attack or stroke, so you have financial support when it matters most. Let’s talk about how critical illness coverage can protect your financial plan before you need it. https://advisor.sunlife.ca/obrien.financial/
A serious illness can impact more than your health, it can disrupt your income, savings and long-term goals. Critical illness insurance pays a lump sum benefit upon diagnosis of covered conditions like cancer, heart attack or stroke, so you have financial support when it matters most. Let’s talk about how critical illness coverage can protect your financial plan before you need it. https://advisor.sunlife.ca/obrien.financial/
Another great office golf day in the books! Congratulations to Michaels team on the win🏆
Looking forward to the next round! ⛳
Looking forward to the next round! ⛳
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It's never too early to start. When kids learn about money young, they make smarter choices later. 💡
Here's how to get started:
• Give them an allowance and let them decide how to spend it
• Talk openly about budgeting and saving
• Show them how saving reaches big goals 🎯
• Make learning fun and age-appropriate
Small money conversations today build confident adults tomorrow.
Ready to help your kids build money confidence? Reach out and let's talk about it. https://advisor.sunlife.ca/obrien.financial/
Here's how to get started:
• Give them an allowance and let them decide how to spend it
• Talk openly about budgeting and saving
• Show them how saving reaches big goals 🎯
• Make learning fun and age-appropriate
Small money conversations today build confident adults tomorrow.
Ready to help your kids build money confidence? Reach out and let's talk about it. https://advisor.sunlife.ca/obrien.financial/
It's never too early to start. When kids learn about money young, they make smarter choices later. 💡
Here's how to get started:
• Give them an allowance and let them decide how to spend it
• Talk openly about budgeting and saving
• Show them how saving reaches big goals 🎯
• Make learning fun and age-appropriate
Small money conversations today build confident adults tomorrow.
Ready to help your kids build money confidence? Reach out and let's talk about it. https://advisor.sunlife.ca/obrien.financial/
Here's how to get started:
• Give them an allowance and let them decide how to spend it
• Talk openly about budgeting and saving
• Show them how saving reaches big goals 🎯
• Make learning fun and age-appropriate
Small money conversations today build confident adults tomorrow.
Ready to help your kids build money confidence? Reach out and let's talk about it. https://advisor.sunlife.ca/obrien.financial/
Your investments should do more than grow — they should support where you’re headed. A well-balanced strategy can help align your money with your goals as they evolve. Let’s build an investment approach designed around you. https://advisor.sunlife.ca/obrien.financial/
Your investments should do more than grow — they should support where you’re headed. A well-balanced strategy can help align your money with your goals as they evolve. Let’s build an investment approach designed around you. https://advisor.sunlife.ca/obrien.financial/
Michaels’ team came away with the win, but everyone brought their A-game! 🏌️♂️
Already looking forward to the next one!
Already looking forward to the next one!
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Running a business today often means managing rising costs, tighter margins and constant pressure on cash flow. A clear financial approach can help you stay in control, manage expenses, protect against risk and keep your business moving forward.
Let’s review your strategy to find ways to strengthen your margins.https://advisor.sunlife.ca/obrien.financial/
Let’s review your strategy to find ways to strengthen your margins.https://advisor.sunlife.ca/obrien.financial/
Running a business today often means managing rising costs, tighter margins and constant pressure on cash flow. A clear financial approach can help you stay in control, manage expenses, protect against risk and keep your business moving forward.
Let’s review your strategy to find ways to strengthen your margins.https://advisor.sunlife.ca/obrien.financial/
Let’s review your strategy to find ways to strengthen your margins.https://advisor.sunlife.ca/obrien.financial/
⛳A little golf, a lot of laughs… and Gerry’s team walked away with the win! Until next time! 🏆
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Buying a home, growing your family, building your career — there’s a lot to balance. Creating a personalized financial roadmap early can help you stay on track while still living for today. Small steps today can make a meaningful difference over time. Get in touch to discuss options that will work best for you. https://advisor.sunlife.ca/obrien.financial/
Buying a home, growing your family, building your career — there’s a lot to balance. Creating a personalized financial roadmap early can help you stay on track while still living for today. Small steps today can make a meaningful difference over time. Get in touch to discuss options that will work best for you. https://advisor.sunlife.ca/obrien.financial/
Avec un parcours financier bien structuré, vous vous assurez que votre patrimoine soutiendra les personnes et les causes qui vous tiennent à cœur, d’une génération à l’autre.
Ensemble, façonnons un héritage qui reflète votre vision grâce à Un Plan, simplement Sun Life. Communiquez avec nous pour commencer. https://advisor.sunlife.ca/obrien.financial/
#UnPlanSimplementSunLife #SunLife
Ensemble, façonnons un héritage qui reflète votre vision grâce à Un Plan, simplement Sun Life. Communiquez avec nous pour commencer. https://advisor.sunlife.ca/obrien.financial/
#UnPlanSimplementSunLife #SunLife
Avec un parcours financier bien structuré, vous vous assurez que votre patrimoine soutiendra les personnes et les causes qui vous tiennent à cœur, d’une génération à l’autre.
Ensemble, façonnons un héritage qui reflète votre vision grâce à Un Plan, simplement Sun Life. Communiquez avec nous pour commencer. https://advisor.sunlife.ca/obrien.financial/
#UnPlanSimplementSunLife #SunLife
Ensemble, façonnons un héritage qui reflète votre vision grâce à Un Plan, simplement Sun Life. Communiquez avec nous pour commencer. https://advisor.sunlife.ca/obrien.financial/
#UnPlanSimplementSunLife #SunLife
We asked our team one simple question:
💭What’s the best financial advice you’ve ever received?
Sometimes the smallest pieces of advice can have the biggest impact.
👇 Do share in the comments what’s the best financial advice you’ve ever received!
If you’re looking for guidance on your own financial journey, our team is always happy to help! Visit our website to learn more or get in touch.
💭What’s the best financial advice you’ve ever received?
Sometimes the smallest pieces of advice can have the biggest impact.
👇 Do share in the comments what’s the best financial advice you’ve ever received!
If you’re looking for guidance on your own financial journey, our team is always happy to help! Visit our website to learn more or get in touch.
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⛳Thos one ended in a draw… which means everyone gets bragging rights (or on one!) 😆
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Retirement isn’t an end. It’s your next chapter.
Retirement looks different for everyone. Whether you’re planning to slow down, travel, or explore new passions, having a thoughtful strategy can help you get there with confidence. Explore ways to transition your savings into income that supports the lifestyle you envision. Let’s build a strategy that helps you move into retirement with clarity and confidence.
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You’ve worked hard to build your business, but without clear next steps, transitions could put it at risk.
A clear succession strategy can help protect your business, support your team, and create a smoother path forward. Book a quick chat to discuss your next steps. https://advisor.sunlife.ca/obrien.financial/
A clear succession strategy can help protect your business, support your team, and create a smoother path forward. Book a quick chat to discuss your next steps. https://advisor.sunlife.ca/obrien.financial/
You’ve worked hard to build your business, but without clear next steps, transitions could put it at risk.
A clear succession strategy can help protect your business, support your team, and create a smoother path forward. Book a quick chat to discuss your next steps. https://advisor.sunlife.ca/obrien.financial/
A clear succession strategy can help protect your business, support your team, and create a smoother path forward. Book a quick chat to discuss your next steps. https://advisor.sunlife.ca/obrien.financial/
Saving for your goals shouldn’t mean skipping the fun. Whether you’re planning travel, a wedding, a big experience or your next “chapter,” the right strategy can help you set aside cash intentionally while still staying on track. Let's transform your priorities into a financial roadmap you can commit to. https://advisor.sunlife.ca/obrien.financial/
Saving for your goals shouldn’t mean skipping the fun. Whether you’re planning travel, a wedding, a big experience or your next “chapter,” the right strategy can help you set aside cash intentionally while still staying on track. Let's transform your priorities into a financial roadmap you can commit to. https://advisor.sunlife.ca/obrien.financial/
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.