Paula Holt
Job title: Advisor, Sun Life
Area(s) served: Alberta
Trustworthy advice you can count on
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 and budgeting
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
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