Financial Design Team Inc.
Languages spoken: English
Area(s) served: Barrie, Simcoe County, Muskoka
Let's work together
Whether you’re just starting out and looking for budgeting tips or thinking about retirement – I’m here to help. As a Certified Financial Planner, I’ll work with you to:
- Understand your goals and balance your short- and long-term needs
- Develop a holistic financial plan that provides the right mix of income, savings and insurance protection solutions to help you meet your desired lifestyle now and in retirement.
We’ll work together to create a personal financial plan. I’ll help you prepare for the unexpected and take advantage of new opportunities – throughout your life. Together, we will build a roadmap to help you build lifetime financial security.
Get to know Melanie Adams
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.
Click on the links below to read and watch our take on marriage and finances.
- Marriage: The ultimate financial contract
- Should newlyweds share their money, assets and debts, or split?
- Just married: advising newlywed Clients
Products and services
Our team is here to help you with your health and wealth needs. Browse through our offerings to learn more about how we can assist you. When we meet, we’ll discuss what might be right for your unique situation. Reach out to us if you have any questions or are ready to get started.
Registered savings plans
Registered savings plans provide Canadians with a tax advantaged account to save for their education, retirement or another long-term goal.
Family centric
Protecting your family and setting them up for success – that's what it’s all about.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
Client testimonials
Just last year we were advised to find an advisor to help us with our retirement. We were very cautious at our first meeting; however, we felt a connection right away with Melanie. She put us at ease instantly, which was comforting. She was empathetic and took some worry away as well as had us think of additional things. She inspired confidence in us and we knew she would always have our best interests in mind. We got in the car and both said "yes", she is whom we want to be with. We decided right then to move all of our investments to her. Our experience with the bank prior to meeting Melanie, was that they were more about the money whereas she was more about us.. Melanie now has us organized and focused on planning for the future. We can go forward with confidence that financially we are going to be ok. We feel really attached to Melanie and consider her invaluable to us. We know we are not, but she makes us feel like we are her only client. We know we are on her radar, as we received an immediate call from her during covid.
- Donna and Keith, retirees
We had goals when we met Melanie 10 years ago, but we had not done much planning for retirement. Melanie took the time to understand what is important to us. Having our best interests in mind, she only suggests solutions that make sense to us. We is never pushy. She appreciate that she is responsive, reliable, honest and sincere. She watches the performance and recognizes in advance when changes are needed. We are now retired and on track with our forecast. We are confident that Melanie treats our money as though it is her own, leaving us no longer stressing or worrying about our money. Instead, we can spend our time on other things that are important to us.
- Debbie and Randy, retirees
I can't put a dollar figure on the value Melanie provides. My husband took care of financial things in the past. He pushed me to come to these types of meetings and Melanie made it as easy as it could possibly be. I feel wonderful with Sun Life because of Melanie. It was easy for me to switch all my investments over to her as I felt confidence with her from our very first meeting. She was encouraging and very patient, often re-wording her explanations, ensuring I understood.
I felt at ease to ask questions that were perhaps simplistic, and she really heard me and then spoke with me like a layperson so that I could understand more. This was monumental to me. I wanted low risk and she really heard me and knew where I would be comfortable. She gave me excellent advice that I understood and agreed with. I'm pleased with the results. In addition, insurance is something you don't like to deal with, but she makes this easy too. The staff is also wonderful - there are real people answering the phone and they are all so nice all the time. Melanie is so easy to talk with and she genuinely cares. The relationship I have with her means the world to me.
- Rita, widow
Stay informed
See more articles
Tax rules for retirees turning 65 or 71
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Bank of Canada neutral rate could be 2.75%, survey finds
What every woman needs to know about investing
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Office information
