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
Learn more
High net worth and affluent
Securing the future for the next generation is only an appointment away. Let’s talk about your legacy.
Business owners general
Helping business owners take control of their finances one step at a time.
Pre-retirees and retirees
Retirement is your time to shine. Let’s work together to turn your retirement plan into a reality.
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Health insurance products
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance products
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Saving, budgeting and investing
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
See more articles
Have you heard about the new Sun Life Term Insurance for Diabetes? People with Type 1, 2, gestational or pre-diabetes can get coverage to help protect their loved ones.
Book some time with me. https://advisor.sunlife.ca/alexandra.lam/connect/
Book some time with me. https://advisor.sunlife.ca/alexandra.lam/connect/
Have you heard about the new Sun Life Term Insurance for Diabetes? People with Type 1, 2, gestational or pre-diabetes can get coverage to help protect their loved ones.
Book some time with me. https://advisor.sunlife.ca/alexandra.lam/connect/
Book some time with me. https://advisor.sunlife.ca/alexandra.lam/connect/
Happy Canada Day from A.Lam Financial Solutions! Today, we celebrate the beauty, diversity, and unity of our great nation. 🍁 #CanadaDay #ProudlyCanadian
Happy Canada Day from A.Lam Financial Solutions! Today, we celebrate the beauty, diversity, and unity of our great nation. 🍁 #CanadaDay #ProudlyCanadian
Happy National Insurance Awareness Day! 🛡️ Take this opportunity to review or assess your insurance needs and understand your coverage options. Visit https://advisor.sunlife.ca/alexandra.lam/ to schedule a meeting.
#InsuranceAwarenessDay
#InsuranceAwarenessDay
Happy National Insurance Awareness Day! 🛡️ Take this opportunity to review or assess your insurance needs and understand your coverage options. Visit https://advisor.sunlife.ca/alexandra.lam/ to schedule a meeting.
#InsuranceAwarenessDay
#InsuranceAwarenessDay
Office information
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.