Financial Design Team
Financial Services • 
258 Bayfield St, Barrie, Canada • 1-10 Employees
Company overview
| Headquarters | 258 Bayfield St, Barrie, Ontario L4M 3B7, CA |
| Website | |
| NAICS | 52 |
| Keywords | Financial Planning And Retirement Planning |
| Employees | 1-10 |
Key Contact at Financial Design Team
Melanie Adams
President
Financial Design Team Email Formats
Financial Design Team uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@sunlife.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@sunlife.com | 100% |
About Financial Design Team
At Financial Design Team, we believe a well-designed life starts with intentional financial choices. We help our Clients achieve what matters most by guiding them toward informed decisions that shape their future. Life is unpredictable, and Canadians deserve the confidence of knowing they’ll be okay—no matter what comes their way. Whether planning for retirement, growing a business, or navigating the loss of a partner, financial security is built through thoughtful choices. We work alongside our Clients to integrate every aspect of their financial, personal, and professional lives, creating a future that is both strong and meaningful—a life well planned. We are Sun Life advisors. These are our personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/3FevgFo. Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.
Financial Design Team revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Financial Design Team has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
Financial Design Team has never raised funding before.
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Frequently asked questions
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