About

Life’s transitions bring both opportunity and complexity. At Financial Design Team, we believe a well-designed life begins with smart financial choices. We help our Clients achieve what matters most by guiding them toward informed decisions that shape their future. Life is unpredictable and Canadians deserve to feel confident that when something unexpected happens, they will be okay.

Whether planning for retirement, growing a business or navigating the loss of a partner, life is about making choices that build security and fulfillment. We work alongside our Clients, helping them integrate every aspect of their financial, personal and professional lives to create a future that is both strong and meaningful. It is about building a life that is well planned and lived with intention.

When you partner with the Financial Design Team, here’s what you can count on:

• Wealth of expertise    

• Purposeful, well-designed roadmaps

• Office coastal vibes, like a day at the beach

• A friendly, compassionate, approachable team

• Open, comfortable conversations

• Less uncertainty in life

With more than three decades in financial services, I have developed a deep understanding of what truly matters to Clients. My approach is guided by empathy and active listening, allowing me to design strategies that reflect their goals and values while making a meaningful and lasting impact on their financial future.

Education is the foundation of my practice. I hold the Certified Financial Planner® and Chartered Life Underwriter® designations, along with a Bachelor of Arts degree, which together equip me to navigate even the most complex financial situations with clarity and confidence. Helping others achieve their goals isn’t just my profession, it’s my passion.

I’m fortunate to share this journey with my husband, Stu. Together, we’ve raised our daughter and built a life we love. Outside of work, you’ll find me on the boat in Georgian Bay, baking with my daughter or embracing new adventures as a family.

I began my career in the financial services industry in 2020 and joined the Financial Design Team in 2025 as an associate advisor. I hold a Bachelor of International Business with a concentration in International Marketing and Trade, along with a minor in Japanese.

I focus on supporting young families, as I believe they face some of the greatest financial risks due to the unpredictability of life’s events. Through personal experience, I understand how important it is to have a well-structured financial roadmap and a strong risk management strategy in place. My calm, approachable and empathetic nature allows me to guide Clients with confidence and care, and I take great satisfaction in listening to their concerns and helping them protect what matters most.

Outside of work, I love spending time with my two children, gardening and traveling. I’ve had the privilege of climbing Mount Fuji four times and continue to pursue my passion for the Japanese language, having achieved JLPT Level 2.

Since joining Sun Life in 2018, I have focused on helping Clients protect what matters most through life and health insurance solutions. As a retired Doctor of Chiropractic Medicine, I bring a unique perspective to insurance planning, with an understanding of both health and financial needs.

As a former business owner, I recognize the challenges entrepreneurs face and specialize in working with families and business owners to design protection strategies that offer security and peace of mind. My goal is to simplify the process, build lifelong relationships and provide tailored recommendations that help empower Clients to plan for the future with confidence.

Family is at the heart of everything I do. A lifelong sports enthusiast, I played competitive baseball for more than 20 years. In my spare time, I enjoy playing guitar, skiing and boating. 

With nearly two decades in financial services, I bring a depth of expertise and a strong commitment to delivering exceptional Client experiences. I began my career with Sun Life in Saskatchewan before returning to Ontario, gaining valuable insight into the financial needs of Clients across different markets.

In my role, I focus on compliance, Client service and operational efficiency, ensuring that every Client receives seamless, proactive and attentive support. My passion lies in building lasting relationships and helping Clients navigate their financial journey with clarity and confidence. 

I live in Wasaga Beach with my husband and daughter. When I’m not working, I enjoy staying active, spending time outdoors and creating meaningful memories with my family. 

Since joining the team in 2015, I have been dedicated to ensuring smooth and efficient wealth management operations. With banking experience dating back to 1992 and a Mutual Fund license, I oversee the administrative functions related to investments while delivering exceptional Client service.

I strive to create a positive and productive experience for every Client. I am committed to continuous learning and always look for opportunities to expand my knowledge and enhance the support I provide.

Outside of work, I enjoy spending time with my large family and friends. Cooking, reading, and walking along the Barrie waterfront are among my favourite pastimes.

With more than 14 years of experience in financial services and a Mutual Fund license, I bring both expertise and efficiency to my role. Specializing in wealth-related Client support, I ensure that every inquiry is handled with care and professionalism. Whether providing direct assistance or connecting Clients with the appropriate team member, I take pride in delivering exceptional service.

I live in Springwater with my husband and two daughters. As an animal lover and artist at heart, I enjoy drawing, painting and crafting. In my free time, you’ll often find me hiking nature trails and spending time outdoors.

Morgan Sowerbutts joined the team in April 2025 and supports Clients with a focus on insurance, especially personal health benefits. With seven years of experience as a medical claims examiner, Morgan brings a strong understanding of coverage, claims processes, and how to navigate complex situations with care and accuracy.

Morgan enjoys supporting Clients with insurance questions and administrative needs, including those navigating medical or care-related transitions for themselves or a loved one. Known for being patient, tenacious and solutions-focused, Morgan welcomes a challenge and takes pride in turning difficult insurance issues into a clear, well-managed experience for Clients.

With more than 30 years in financial services, I bring a wealth of industry knowledge to my role. I began my career at Sun Life’s corporate office, where I developed expertise in Client service, marketing and technology. Today, my focus is on enhancing Client experiences through best practices and seamless, thoughtful interactions.

I consider myself a lifelong learner and continue to expand my knowledge through professional development and industry courses. My passion for supporting others extends beyond financial services. I am a dedicated volunteer, offering support to grandparents who are raising their grandchildren.

Married for 40 years, my husband and I were fortunate to spend part of our early years in Germany, where we welcomed our son. We now cherish time with our growing family and especially our grandchildren.