Business claimed
Last updated: 5 months ago
About Adams and Associates Financial Solutions Inc
Sun Life's Melanie Adams is honoured to have been voted Barrie's Favourite Financial Planner for 8 years. Everyone has a vision of what their future will look like. I help create a plan to ensure you Go to full description...
Contact information
Today: 08:30AM - 05:00PM
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Additional business details
Email address:
melanie.adams@sunlife.com
Payment methods accepted:
Money Order, Cheque
Sun Life's Melanie Adams is honoured to have been voted Barrie's Favourite Financial Planner for 8 years. 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:
Financial Planning, Life Insurance, Disability Insurance, Critical Illness Insurance, Long Term Care Insurance, Medical & Dental Coverage, Group Benefit Plans, RRSPs, Education Savings Plans (RESP), Tax Free Saving Accounts (TFSA), GICs, Annuities, Tax Planning, Retirement Planning, Budgeting, Debt Analysis, Pension Plans, Mutual Funds, Business Continuation / Succession Planning