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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

O'Brien and Associates Financial Services Inc.

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Canada
Mount Pearl, NL
O'Brien and Associates Financial Services Inc.

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Financial Planning and Wealth Management Services
Sun Life advisors with over 45 years of guiding people towards peace of mind and financial confidence.

Insurance | Wealth | Retirement We are Sun Life advisors. These are our personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/3FevgFo . Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.

10/29/2026

Protecting your partnership: a two-step approach.

Building a life together means protecting it together. Here's our simple framework:
Step 1: Life Insurance for each partner
Step 2: Critical Illness Insurance for each partner

This flexible approach works whether you're just starting out or refining your existing protection. Together we can explore your unique needs and create a solution that fits your budget.

Ready to strengthen your protection? Let's talk!

10/23/2026

The holidays are just around the corner, and so are the expenses that come with them.

Set a budget before you shop. It'll help you enjoy the season without as much financial stress in January.

Need a bit of inspiration? Polish up on your budgeting skills here https://bit.ly/4i4fUYB

Do you live paycheque to paycheque? No money left over for savings? It’s probably time to make a budget.

10/20/2026

Small Business Week celebrates entrepreneurs like you. Running your own business takes courage, dedication and vision.

Let’s chat about how I can support you with solutions designed for small business owners, from protecting your income to planning for growth.

Want to build a stronger foundation for your future. Reach out today.

10/15/2026

Have you considered how a serious illness could affect your finances while you’re still working and supporting your family?

Critical illness insurance protects more than just your future — it helps safeguard your financial stability during recovery when you need it most.

If you're diagnosed with one of 26 covered illnesses and meet policy requirements, critical illness insurance provides a lump-sum benefit you can use for whatever matters: medical expenses, mortgage payments, lost income or ongoing care. That means you can focus on getting better instead of worrying about finances.

Those eligible can benefit from 10% lower premiums for life when you bundle critical illness coverage with other protection solutions. This rate locks in permanently giving you lasting financial security. Get in touch to see if this offer is right for you. https://bit.ly/4hZs17R

*Terms and conditions apply

10/09/2026

Retirement planning doesn't have to be complicated. Sun Life One Plan helps turn your goals into a personalized financial roadmap so you can track your progress and plan for what matters most.

Ready to get started? Let's connect. https://bit.ly/4icJNFV

10/09/2026

As we look ahead to 2027, it's a great moment to reflect. What worked financially this year? What could you improve? Taking time to review your goals helps you stay on track.

Let’s explore how we can help you map out your next steps. Ready to plan ahead? Get in touch today. https://bit.ly/4jMxLnU

10/06/2026

Business owners spend years building a successful company, but many give less thought to what happens when they're ready to step away.

Whether retirement is 5 years away or 15, having a succession strategy in place can help you identify ways to protect what you've built and preserve its value.

Let's explore ways to help prepare your business and personal finances for whatever comes next. https://bit.ly/4hL6W0K

10/01/2026

Building financial confidence doesn't always require dramatic changes.

Sometimes it's as simple as automating savings, reviewing spending habits or increasing contributions by a small amount. Consistent actions can make a difference over time.

Let's talk about practical strategies that fit your lifestyle. https://bit.ly/4xVxYIY

09/25/2026

Investments are one part of a broader financial strategy.

They're tools that can help support retirement, education funding, travel plans, estate goals and more.

A clear strategy starts with understanding what you're investing for in the first place.

Let's connect and discuss how your investments align with your priorities.

09/24/2026

Markets change. Priorities change. Life evolves and financial priorities often evolve with it. A review today can help keep your retirement roadmap aligned with your goals tomorrow.

Book a retirement roadmap session, and let's see where you stand.

Address

40 Commonwealth Avenue
Mount Pearl, NL
A1N1W6

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+17097060046

Website

https://advisor.sunlife.ca/obrien.financial/

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