Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.

Paula Holt

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.

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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