About
Paula Holt
Job Title: Advisor, Sun Life, QAFP®
Phone: (780) 637-7546
Email: paula.holt@sunlife.com
Address: 10303 Jasper Avenue, Suite 2928, Edmonton, AB, T5J 3N6 Canada
Paula Holt
I became an advisor in 2018 after a career as an art instructor. I love being a part of Client’s accomplishments. It makes me happy to help Clients protect their family and be on their way to their retirement dreams. Nothing makes me happier than changing a Client’s perspective from worrying about their future to feeling confident in their plan.
I am a wife and mom to three children. When I’m not working, I enjoy painting my house, gardening and getting involved in social justice initiatives. I like to give back to my community by fundraising for charity and donating to various organizations.
Job Title: Advisor, Sun Life
Phone: (780) 637-7546
Email: paula.holt@sunlife.com
Address: Edmonton, AB
Shelby Marshall
Shelby has been with Sun Life since 2016. She started her career as a financial centre administrator, then became an assistant, and has been working with Paula since November 2022. She is excited to be in her new licensed role as an associate advisor, and looks forward to helping Clients!
Shelby has a strong passion for music (country and classic rock!), and she usually has a few concerts lined up for the year. She also likes to spend time with friends and family, enjoys doing crafts, reading, and spending time in nature.
Job Title: Associate Advisor, Sun Life
Phone: 780-637-7546
Email: shelby.marshall@sunlife.com
Address: Edmonton, AB
Taylor Espetveidt
Taylor has been in the financial industry for almost two years now and have been studying Business administration/finance at NAIT.
In her spare time Taylor likes to draw and paint. She also loves spending time with family and friends, as well as reading and listening to music.
Job Title: Advisor Assistant, Sun Life
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