Let's work together
For your long-term goals or your short-term needs, we will work with you to help discover the best strategy to meet your objectives. We’ll work together to understand your goals, prepare for the unexpected and take advantage of new opportunities – throughout your life.
We can help you meet your needs with a number of solutions. From a simple budget to complex strategies, we can help you build lifetime financial security by:
- Developing an approach that include RRSPs and TFSAs
- Growing your investments through GICs, mutual funds or segregated funds,
- Protecting your family when the unexpected happens with term life, permanent life or universal life insurance,
- Converting your lifetime savings into retirement income when you’re ready to kick up your feet through annuity products, RRIFs or LIFs and
- Providing you with options for personal health, disability insurance or critical illness insurance.
You can benefit from our professional expertise and access to some of the industry’s leading insurance and investment products. We can help you build a financial approach customized to your needs.
Alexandra Lam
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.
CFP®, M.A., M.Ed., M.Eng
Languages spoken: Cantonese, English
Phone: (647) 832-3203
Email: alexandra.lam@sunlife.com
Alexandra Lam
Helping individuals achieve their dreams is my driving force. I firmly believe that a strong financial foundation is not just about security, it's about opening a future full of endless possibilities and personal growth. Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.
Job Title: Financial Planner, Sun Life, CFP®, M.A., M.Ed., M.Eng
Languages spoken: Cantonese, English
Phone: (647) 832-3203
Email: alexandra.lam@sunlife.com
Donald Hum
Donald Hum is a seasoned professional transitioning into the insurance industry as an Operations Manager. With over 20 years of experience as a Senior Product Manager in the Canadian Telecom sector, Donald has demonstrated exceptional dedication, dependability, and multilingual proficiency. During his tenure at TELUS, Donald consistently showcased strong teamwork, collaboration, and a deep understanding of product management and project execution. He is recognized for his poised and composed demeanor, and his ability to foster a positive and productive work environment. Donald's commitment to excellence, strategic problem-solving skills, and proactive attitude make him a valuable asset in his new role. As he embarks on this new chapter, Donald brings a wealth of knowledge, a strong work ethic, and a collaborative spirit that will undoubtedly contribute to his success in the insurance industry.
Job Title: Advisor Assistant, Sun Life | Operations Manager, Alexandra Lam
Languages spoken: Cantonese, English, French
Phone: 416-684-2810
Email: donald.hum@sunlife.com
Michelle Trinh
Michelle is a passionate and adaptable individual who thrives on new opportunities to learn, grow, and succeed. Recognized for her positive attitude and strong work ethic, she brings excellent dedication and enthusiasm to everything she takes on.
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