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Thank you Vancity Electric for the kind words!🙌 As entrepreneurs raising families ourselves, we know how much you have on your plate. That's why it's our goal for you to feel fully supported in your benefits and insurance needs for your business! 👏⁠

Sarah presented Future Proof your Business – the 10 Fundamentals of your Financial Blueprint at Breakthrough Academy's Winter Summit.⁠ Learn more on the right protection for your business: obeoplanning.ca/business-owner…

Even with as few as two employees, there are group benefits plans that will keep your top talent supported and healthy🙌🏻 ✔️Learn more about group benefits at obeoplanning.ca/group-health/

We've had a great start to 2024 engaging with clients and business peers.👏⁠ ⁠ Through collaboration, we navigate challenges, share stories of success, and seize opportunities with unwavering support!

To provide direction, because that’s what we’re there for! We’re all in on building, executing, and following your financial journey long term.✅ 🌐Learn more about our services at obeoplanning.ca/services/

Welcoming a new baby, buying your first home, or ready for the step up to your dream home? You work hard, have a growing family and have even started to accumulate some wealth – now is the time to protect it.👏 ✔️Let's create your financial blueprint: obeoplanning.ca/families/

We're gearing up to build a home for a working family in need in Ensenada, Mexico with Baja Bound Builds next month!🇲🇽⁠ ⁠ This is a sneak peak of what's to come through this project, and we're thrilled to be participating!

Please join us in welcoming Kristy to the OBEO team!🎉 She is an Account Manager of Group Benefits. With 28 years of experience in the Group Benefit industry, Kristy brings extensive knowledge to our team. As a proud parent of twin girls, family is at the core of her values.👏

Sarah was awarded with President's Circle Status! This exclusive program celebrates the top 100 advisors from coast-to-coast and is a huge honour by Financial Horizons. Learn more about our financial planning services: obeoplanning.ca/services/

What makes us unique? We can’t think of anything that matters more than helping hard working, determined, passionate and loving people protect what they have created and provide for future generations.💪 Learn more about our services at obeoplanning.ca/services/

What a time President's Circle 2024 was!🥳 We joined over 100 advisors for educational sessions, networking, and relaxation hosted by Financial Horizons in beautiful Los Cabos. ⁠ ⁠ ⁠ ⁠

Today is the day we leave for the Baja region in Mexico to build a home for a family in need!🤗 Here's some photos from our fundraising event in November where with the help of many dedicated sponsors we raised $9,000 towards building materials, fixtures, and daily necessities ⁠

We love our client reviews! As a client, we want you to consider us as part of your team, so personalized service that is tailored to your needs is what we strive to achieve. ⁠ 🔗To check out what our clients have to say, visit our Google reviews at bit.ly/4byuFfZ

We may be a small team, but we do a lot!👏We offer an array of personal, business, and professional services to protect you and your legacy. ⁠ Learn all about our services at obeoplanning.ca/services/

Here's what sets us apart: We’ve spent our working lives building our skills in boardrooms and on the front lines with our clients, mastering the fundamentals of what makes it all work. We've landed where we are so we can apply our knowledge to positively impact people’s lives!⁠

Building a business takes blood, sweat and tears. We work with you to identify possible vulnerabilities and help you implement strategies to protect what you’ve built. ⁠ ✔️Learn more about the right protection for your business: obeoplanning.ca/business-owner…

Choosing a beneficiary for life insurance is flexible, and you can even select multiple if you'd like! A beneficiary can be: 👨‍👩‍👦 Family Members 👋 Friends 👶 Trusts for Minors 🎁 Charities 💼 Businesses

👋We’re on your side! Since OBEO is independent, we’re not tied to any one provider. This means we can build a plan that truly fits your unique needs and goals. Learn more and set up the right plan for you at obeoplanning.ca

Last week we facilitated a copycat Dragons Den workshop called Tigers Den for Breakthrough Academy's Masters Circle!🐅⁠ ⁠ ☀️Vancouver Island was looking beautiful as ever and was the perfect backdrop for our gathering.

⁠ 💼👨‍👩‍👧As fellow business owners with families, we understand your perspective. This is exactly why our team is so determined to help you protect yourself and your legacy!⁠ ⁠ Protect your assets and build a financial plan for your family’s dreams at obeoplanning.ca/services/. 👏