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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Divorce isn't just emotionally challenging — it can take a major toll on your finances too.

Some costs you may need to consider are:

- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children

If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.

Turning 71 soon? It's time to talk about your RRSP. Did you know that by December 31st of the year you turn 71, you must convert your RRSP to a RRIF or annuity? This marks an important shift from saving to spending in retirement.

Key things to consider:

- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments

Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF

In the face of economic challenges, it’s important to do what you can to protect your business, your employees and your income.

Get in touch today to discuss how you can protect your business.

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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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