About
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.
When working with us, you can rest assured knowing you’re in capable hands. We work hard to meet your needs and help you build a personalized, holistic solution that will help you achieve lifetime health and financial well-being.
Financial Design Team Inc.
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.
Melanie Adams
Job Title: Financial Planner, Sun Life | President of Financial Design Team Inc., B.A., CFP®, CLU®
Phone: (705) 252-9010
Email: melanie.adams@sunlife.com
Lisa Van Muyen
Job Title: Associate Advisor, Sun Life
Phone: (705) 252-9010 x 106
Email: lisa.van.muyen@sunlife.com
Fax: (705) 727-9010
Stu Adams
Job Title: Associate Advisor, Sun Life, B.Sc.
Phone: (705) 252-9010
Email: stuart.adams@sunlife.com
Fax: (705) 727-9010
Megan Sharpe
Job Title: Service Associate, Sun Life | Operations Manager for Financial Design Team Inc.
Phone: (705) 252-9010
Email: financialdesignteam@sunlife.com
Fax: (705) 727-9010
Laura Lefort
Job Title: Service Associate, Sun Life | Client Investment Administrator for Financial Design Team Inc.
Phone: (705) 252-9010 x102
Email: financialdesignteam@sunlife.com
Fax: (705) 727-9010
Kimberly Rose
Job Title: Service Associate, Sun Life | Client Investment Administrator for Financial Design Team Inc.
Phone: (705) 252-9010 x 101
Email: financialdesignteam@sunlife.com
Fax: (705) 727-9010
Elisabeth Conroy
Job Title: Advisor Assistant, Sun Life | Client Experience Officer for Financial Design Team Inc.,, B.A.
Phone: (705) 252-9010
Email: financialdesignteam@sunlife.com
Fax: (705) 727-9010
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
