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) 963-3203
Email: alexandra.lam@sunlife.com
Alexandra Lam
You deserve financial advice that makes sense to you and reflects what matters in your life. I help you understand your options, weigh decisions, and build a plan that connects today’s needs with the future you want.
My background in education shapes how I work with you. Whether you are comfortable with financial matters or just getting started, I explain things in a way that fits your knowledge and experience. You have room to ask questions, explore possibilities, and make informed decisions without feeling rushed.
Our conversations begin with your goals, responsibilities, and values around money. From there, we explore solutions that fit your circumstances, including planning for retirement and the legacy you want to leave.
As a mother and former educator, I have a particular interest in supporting women through the financial decisions that come with different stages of life. Whether you are building a career, raising a family, preparing for retirement, or navigating a new chapter, my aim is to help you understand your choices and feel more confident about your next steps.
Outside work, I enjoy time with my family, sharing meals, learning something new and exploring new places together.
Job Title: Financial Planner, Sun Life, CFP®, M.A., M.Ed., M.Eng
Languages spoken: Cantonese, English
Phone: (647) 963-3203
Email: alexandra.lam@sunlife.com
Donald Hum
When you contact Alexandra’s team at A. Lam Financial Solutions Inc., I want you to feel that your questions matter and someone is taking care of the details. As a Service Associate, I help keep requests organized, follow up on commitments and make your experience with our team easier.
My years as a Product Manager in telecommunications taught me how to work through complex issues while keeping track of the small details that can make a big difference. I bring that experience to helping resolve service questions and keeping things moving.
You can count on me to listen carefully, respond thoughtfully and follow through. My goal is for you to know where things stand and feel supported throughout the process.
Outside work, I enjoy spending time with my wife and son. We love travelling, learning new things and creating memories together.
Job Title: Service Associate, Sun Life | Operations Manager, Alexandra Lam
Languages spoken: Cantonese, English, French
Phone: (647) 963-3203
Email: donald.hum@sunlife.com
Christie So
Financial conversations are easier when you feel comfortable asking questions and sharing what matters to you. As a member of Alexandra’s team at A. Lam Financial Solutions, Inc., I help create that experience, so you feel heard and supported.
My background in nursing taught me to listen closely, ask thoughtful questions and understand the circumstances behind someone’s concerns. As the daughter of first-generation immigrants, I also appreciate how unfamiliar financial planning can feel when you are starting out.
As an Advisor Assistant, I take the time to understand the experiences and perspectives you bring to the conversation. Whether you are exploring financial planning for the first time or facing a new decision, I help you feel more comfortable participating in the process and discussing your needs with our team.
Outside work, I enjoy learning languages, spending time in nature and connecting with friends and family. My curiosity often takes me somewhere new, with something new to learn.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
