Alexandra Lam - Financial Planner, Sun Life

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Alexandra Lam - Financial Planner, Sun Life Helping you turn your financial dream(s) into reality. Imagine waking up one day to find that your dream retirement is now your reality.

As a Financial Advisor at Sun Life, I create personalized plans tailored to your needs, looking at what is it that you really want in ensuring a secure and fulfilling future. Envision a future where your days are spent doing what you love, free from financial worries and full of confidence. I'm Alexandra, and my mission is to turn that vision into reality. As a seasoned Financial Planner at Sun Life, I believe that it's never too early to start planning for retirement. The earlier you begin, the stronger and more prepared you'll be. With my experience , we will craft a personalized retirement plan that meet your needs. I'll help you navigate the complexities of financial planning, with the goal of helping you retire on your terms and build greater peace of mind. Let's create it together.

Book some time with me to discuss how to take the first step towards financial freedom. https://bit.ly/3UwD1ln
02/11/2026

Book some time with me to discuss how to take the first step towards financial freedom. https://bit.ly/3UwD1ln

Happy Halloween! Spooky season is officially here. Wishing our trick-or-treaters a fun, safe, and sweet-filled evening! ...
31/10/2026

Happy Halloween! Spooky season is officially here. Wishing our trick-or-treaters a fun, safe, and sweet-filled evening! 🕸️

Are you dressing up this Halloween?

What would happen to your family's finances if life took an unexpected turn? Mortgage protection solutions can help prov...
30/10/2026

What would happen to your family's finances if life took an unexpected turn?

Mortgage protection solutions can help provide financial support if you're diagnosed with a covered critical illness or pass away unexpectedly. The benefit can help support your family's needs, including your mortgage and other important expenses.

Let's talk about a solution that can help protect your family's future. https://bit.ly/4e7zhxo

Daylight Savings Time ends at 2:00am on November 1st, 2026! Remember to move your clocks back by one hour!
30/10/2026

Daylight Savings Time ends at 2:00am on November 1st, 2026! Remember to move your clocks back by one hour!

Protecting your partnership: a two-step approach. Building a life together means protecting it together. Here's our simp...
29/10/2026

Protecting your partnership: a two-step approach.

Building a life together means protecting it together. Here's our simple framework:
Step 1: Life Insurance for each partner
Step 2: Critical Illness Insurance for each partner

This flexible approach works whether you're just starting out or refining your existing protection. Together we can explore your unique needs and create a solution that fits your budget.

Ready to strengthen your protection? Let's talk!

28/10/2026

A growing family is exciting — and it changes everything from monthly cash flow to longer-term goals. Childcare, activities, housing, education…it adds up fast. A realistic plan can help you balance today’s costs while still making progress on what matters most. Let's chat about options that will work for you. https://bit.ly/4BvaX2D

A critical illness can bring unexpected financial challenges. That's why comprehensive protection matters — for your fam...
27/10/2026

A critical illness can bring unexpected financial challenges. That's why comprehensive protection matters — for your family and peace of mind.

Life insurance can help protect your loved ones when you're gone. Critical illness insurance can provide a lump-sum benefit if you're diagnosed with one of 26 covered serious illnesses, helping protect your financial wellbeing while you focus on recovery.

For a limited time, you may be eligible for a 10% premium discount on Sun Life critical illness insurance for life when bundled with an eligible life insurance solution. * Get in touch before December 31, 2026, to see if this offer is right for you. https://bit.ly/3UL47W6

*Terms and conditions apply

Life and critical illness insurance can provide important financial protection for your family and your future. While un...
26/10/2026

Life and critical illness insurance can provide important financial protection for your family and your future. While unexpected health events are difficult to anticipate, the right coverage can help reduce financial stress during recovery.

Life insurance provides your loved ones with financial security when you're gone. Critical illness insurance offers a lump-sum benefit if you're diagnosed with one of 26 covered illnesses and conditions — money you can use for medical expenses, mortgage payments or whatever matters most to you during recovery.

Until December 31, 2026, eligible Clients can receive a 10% premium discount on Sun Critical Illness Insurance for life when you combine it with eligible life insurance coverage. * https://bit.ly/4iGRULd

The holidays are just around the corner, and so are the expenses that come with them. Set a budget before you shop. It'l...
23/10/2026

The holidays are just around the corner, and so are the expenses that come with them.

Set a budget before you shop. It'll help you enjoy the season without as much financial stress in January.

Need a bit of inspiration? Polish up on your budgeting skills here https://bit.ly/4BvmA9R

Do you live paycheque to paycheque? No money left over for savings? It’s probably time to make a budget.

Transferring wealth isn’t just about assets — it involves values, intentions and clarity. A well-structured roadmap can ...
22/10/2026

Transferring wealth isn’t just about assets — it involves values, intentions and clarity.

A well-structured roadmap can help ensure your wealth supports the people and causes that matter most to you, across generations.

Together, let’s help shape a legacy that reflects your vision using Sun Life One Plan. Get in touch to get started. https://bit.ly/4BlVv8W

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