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 Adams and Associates Financial Solutions Inc., B.A., CFP®, CLU®

Languages spoken: English

Phone: (705) 252-9010

Email: melanie.adams@sunlife.com

Address: 258 Bayfield Street,, Barrie, ON, L4M 3B7 Canada

Ken Sommer

Job Title: Associate Advisor, Sun Life

Phone: 705-252-9010 x106

Email: ken.sommer@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 Adams and Associates Financial Solutions Inc.

Phone: 705-252-9010

Email: adamsandassociatesadmin@sunlife.com

Fax: 705-727-9010

Laura Lefort

Job Title: Service Associate, Sun Life | Client Investment Administrator for Adams and Associates Financial Solutions Inc.

Phone: 705-252-9010 x102

Email: adamsandassociatesadmin@sunlife.com

Fax: 705-727-9010

Kimberly Rose

Job Title: Service Associate, Sun Life | Client Investment Administrator for Adams and Associates Financial Solutions Inc.

Phone: 705-252-9010 x 101

Email: adamsandassociatesadmin@sunlife.com

Fax: 705-727-9010

Samantha Brown

Job Title: Service Associate, Sun Life | Client Insurance Administrator for Adams and Associates Financial Solutions Inc.

Phone: 705-252-9010 x 105

Email: adamsandassociatesadmin@sunlife.com

Fax: 705-727-9010

Elisabeth Conroy

Job Title: Advisor Assistant, Sun Life | Client Experience Officer for Adams and Associates Financial Solutions Inc., B.A.

Phone: 705-252-9010

Email: adamsandassociatesadmin@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.