Adams and Associates Financial Solutions Inc

258 Bayfield St, Barrie, ON L4M 3B7
705-252-9010

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.

Adams and Associates Financial Solutions Inc - 258 Bayfield St, Barrie, ON

Opening Hours

Monday 8:30 am - 5:00 pm

Tuesday 8:30 am - 5:00 pm

Wednesday 8:30 am - 5:00 pm

Thursday 8:30 am - 5:00 pm

Friday 8:30 am - 5:00 pm

After Hour Appointments Available Upon Request.

Specialities

  • Financial Planning
  • Life Insurance
  • Health Insurance
  • Investment Planning
  • Estate And Tax Planning

Products and 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

Methods of Payment

  • Cheque
  • Money Order

Languages Spoken

  • English

Others

  • Products and/or Services
  • Health
  • Investments
  • Life
  • Travel

Adams and Associates Financial Solutions Inc - Photos