About us
Northern Great Lakes
Welcome to Sun Life Barrie. We're here to help you and your family achieve lifetime financial security and live healthier lives. Our experienced advisors are dedicated to understanding your unique needs and creating personalized solutions that work for you.
Our Services
Financial Planning
- Retirement planning
- Investment strategies
- Tax-efficient savings solutions
- Estate planning
Insurance Solutions
- Life insurance
- Critical illness insurance
- Disability insurance
- Health and dental coverage
Wealth Management
- Portfolio management
- RRSP and TFSA planning
- Education savings plans (RESPs)
- Business succession planning
Why Choose Sun Life Barrie?
Local Expertise, Global Strength
- Personalized service from advisors who understand the Barrie community
- Backed by over 150 years of financial expertise
- Award-winning digital tools and resources
- Comprehensive product offerings to meet all your financial needs
Committed to Your Success
We take the time to understand your goals, concerns, and aspirations. Whether you're planning for retirement, protecting your family, or growing your wealth, we're here to guide you every step of the way.
Phone: (705) 737-3552
Email: b029@sunlife.com
Address: 62 Commerce Park Drive, Unit A, Barrie, ON, L4N 8W8 Canada
Brad Unraw
As a seasoned professional with 25 years in financial services, I hold my Certified Financial Planner (CFP), Certified Health Specialist (CHS) and Responsible Investment Specialist (RIS) designations. My focus is on nurturing the growth of the Sun Life team and delivering top-notch service to our Clients.
Geoff Keleher
Geoff is a graduate of the University of Guelph and holds his Certified Financial Planning designation. He has over 16 years of experience in the financial services profession and is currently a consultant for experienced advisors, helping them grow their practices and serve the community in which they live. When he’s not working, Geoff enjoys spending time with his two boys and staying active.
Job Title: Business Development Consultant, CFP®
Phone: (519) 376-6850 x2217
Email: geoff.keleher@sunlife.com
Dean Beitz
Dean is a seasoned professional with 27 years in financial services, and holds a Elder Planning Counsellor Designation (EPC). His main focus is on mentoring and coaching developing advisors in building their practice and serving the communities in which they live.
Jessica Kearns
Macneal Lashley
Job Title: Advisor Recruitment Consultant
Languages spoken: English
Phone: (365) 833-6765
Email: macneal.lashley@sunlife.com
