About

Your family means the world to you, as they should.

Let’s protect their future and work towards giving them everything that they need and deserve.

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.

Adams and Associates Financial Solutions 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.

Phone: (705) 252-9010

Email: melanie.adams@sunlife.com

Fax: 705-727-9010

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