Alexandra Lam
Job title: CFP®, M.A., M.Ed., M.Eng
Languages spoken: Cantonese, English
Area(s) served: Markham-Toronto-Stouffville
Our Vision
Our vision is to help inspire and empower individuals to achieve financial independence - cultivating a future where confidence and clarity guide every financial decision.
Our Mission
Our mission is to provide personalized financial planning solutions that empowers individuals to take control of their financial future. We are committed to building lasting relationships rooted in trust and respect, as we strive to be the reliable partner in making strategic decisions that lead to financial security/freedom.
Our Value Proposition
- We work with Clients and help them align their finances with their values. We help define their short-term and long-term goals that truly matters to them and their family.
- We help identify the risks along the process that can derail a good financial plan if not properly addressed.
Who we service
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High net worth and affluent
Business owners general
Pre-retirees and retirees
Client Testimonials
I highly recommend Alexandra as an exceptional financial planner. Over the past several years, Alexandra has played an instrumental role in helping me successfully grow my financial portfolio. -Her deep knowledge of financial markets, combined with her strategic approach, has consistently provided me with sound advice and tailored investment strategies. Alexandra’s dedication to understanding my financial goals and her proactive communication style has been invaluable in navigating the complexities of financial planning.
-What sets Alexandra apart is her commitment to her clients. She takes the time to explain complex financial concepts in a way that is easy to understand, ensuring that I am always informed and confident in my investment decisions. Her professionalism, integrity, and genuine care for her clients’ financial well-being are evident in every interaction.
-Thanks to Alexandra’s expertise and guidance, I have seen significant growth in my financial portfolio and feel more secure about my financial future. I am incredibly grateful for her support and would highly recommend her to anyone seeking a knowledgeable and trustworthy financial planner. Jacky
Thank you for being my financial advisor. Alexandra is an amazing advisor! Thanks for helping me understand about money, saving RRSP, TFSA, RESP… and investing. I am so glad to have you as my trusted financial advisor.
-Over the decade, my financial situation has improved so much, I appreciate your patience and your hard work. Words can’t express my gratitude to you. You are the best! Highly Recommend. Carrie
I had an excellent experience working with Alexandra for my insurance needs. From the very beginning, she was very professional, knowledgeable, and incredibly patient in answering all my questions. She took the time to understand my specific situation and recommended coverage that made sense—without ever being pushy.
-What stood out most was Alexandra’s attention to detail and commitment to customer service. It's rare to find someone who genuinely cares about her clients the way Alexandra does. I highly recommend her to anyone looking for reliable, honest, and personalized insurance service. Emily
Alexandra has an authentic passion to be of service in an industry that is known to be aggressive.
-She worked with me in understanding & choosing a personal health & dental insurance plan among the various Sun Life products available and tailored a solution that met my requirements for Life and Critical Illness insurance.
-In my conversations with Alexandra, she demonstrated her in-depth knowledge and expertise of Sun Life's various investment, income and retirement products.
-She works to build trust and have regular follow-up conversations to ensure your finances are in the best places.
-If you are interested in learning about how to save, invest and grow your money, then Alexandra is the person whom you would want to connect with. I would confidently recommend her to anyone for health and investment planning. Michael
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
Stay informed
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Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Strong friendships may literally slow aging at the cellular level
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
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