Sun Life Financial's Melanie Adams is honoured to have been voted Barrie's Favourite Financial Planner for the past 4 years in a row. Everyone has a vision of what their future will look like. I help create a plan to ensure you have the resources to achieve that vision. Listening to you as an individual, couple or business allows me to capture everything that is important to you. I assist in many ways, including budgeting, debt management, life and health insurance, education, retirement, tax and estate planning.
Services/Products
Annuities, Budgeting, Business Continuation / Succession Planning, Critical Illness Insurance, Debt Analysis, Disability Insurance, Education Savings Plans (RESP), Estate Planning, Financial Planning, GICs, Group Benefit Plans, Life Insurance, Long Term Care Insurance, Medical & Dental Coverage, Mutual Funds, Pension Plans, RRSPs, Retirement Planning, Tax Free Saving Accounts (TFSA), Tax Planning
Payment Methods
ChequeAdditional Options Available - Ask Us!
Categories
Financial PlannersFinancial Planners in ONFinancial Planners in BarrieFinancial Planners in DowntownGeneral InsuranceGeneral Insurance in ONGeneral Insurance in BarrieGeneral Insurance in DowntownHealthTravel& Life InsuranceHealthTravel& Life Insurance in ONHealthTravel& Life Insurance in BarrieHealthTravel& Life Insurance in Downtown