Paula Holt

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

Job title: Advisor, Sun Life, QAFP®

Area(s) served: Alberta

Trustworthy advice you can count on

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.

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Full service planning for all your needs

Are you ready to feel confident in your financial future while protecting your income and family? Through a financial analysis, I can help you save for your short and long-term goals, plan for retirement, and insure your assets.

When we work together, listening is key. I want to fully understand what is important to you. From there I can make recommendations and educate you about your insurance and financial options.

I know that as your life changes, your needs, goals and plan will change with it. I’ll be there for you every step of the way to update your plan as needed. I want you to feel confident in your future. When you need it most, I’m there for you.

My office is in Edmonton, Alberta and I also offer virtual appointments for Clients across Alberta. Book your appointment to get started.

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving, budgeting and investing

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Stay informed

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When juggling many different assets, you need a strong plan in place.

Together, we can optimize your assets with the aim to make you money and to protect you for the long term.

It’s easy to overspend when you don’t track your monthly finances. Here are a few common spending triggers that can cause us to buy non-essential items:

- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence

If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.

How much money do you actually need when you retire? Well, it depends on your circumstances and goals. Will you have house payments? Do you want to travel?

Let’s assess your goals to help ensure your financial roadmap helps you get there.

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Office information

Edmonton, AB

Phone:

(780) 637-7546

Email:

paula.holt@sunlife.com

Address:

10303 Jasper Avenue, Suite 2928, Edmonton, AB, T5J 3N6 Canada

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