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Stay informed with what’s going on. Browse posts that might be helpful to you or check out an event happening in your area. Come back regularly as this page is kept up-to-date with a lot of relevant information.
Personal health insurance
Unexpected health expenses can show up when you least expect them. Personal health insurance can help cover things like prescription drugs, dental care, vision care and more, giving you added peace of mind when provincial coverage doesn't cover it all.
Learn more: https://www.sunlife.ca/en/health/personal-health-insurance/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
Learn more: https://www.sunlife.ca/en/health/personal-health-insurance/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
Have you considered how a serious illness could affect your finances while you’re still working and supporting your family?
Critical illness insurance protects more than just your future — it helps safeguard your financial stability during recovery when you need it most.
If you're diagnosed with one of 26 covered illnesses and meet policy requirements, critical illness insurance provides a lump-sum benefit you can use for whatever matters: medical expenses, mortgage payments, lost income or ongoing care. That means you can focus on getting better instead of worrying about finances.
Those eligible can benefit from 10% lower premiums for life when you bundle critical illness coverage with other protection solutions. This rate locks in permanently giving you lasting financial security. Get in touch to see if this offer is right for you. https://advisor.sunlife.ca/alexandra.lam/
*Terms and conditions apply
Critical illness insurance protects more than just your future — it helps safeguard your financial stability during recovery when you need it most.
If you're diagnosed with one of 26 covered illnesses and meet policy requirements, critical illness insurance provides a lump-sum benefit you can use for whatever matters: medical expenses, mortgage payments, lost income or ongoing care. That means you can focus on getting better instead of worrying about finances.
Those eligible can benefit from 10% lower premiums for life when you bundle critical illness coverage with other protection solutions. This rate locks in permanently giving you lasting financial security. Get in touch to see if this offer is right for you. https://advisor.sunlife.ca/alexandra.lam/
*Terms and conditions apply
What's your biggest concern when it comes to life insurance?
📊 Vote in the comments:
1- I'm not sure how much coverage I need
2 - It feels too expensive
3 - I don't know where to start
4 - I'm worried about my family's future
5 - All the above
Life insurance isn't one-size-fits-all. Your situation is unique. We're here to help you find a solution that works for you and your loved ones. Share your thoughts; we'd love to hear from you.
📊 Vote in the comments:
1- I'm not sure how much coverage I need
2 - It feels too expensive
3 - I don't know where to start
4 - I'm worried about my family's future
5 - All the above
Life insurance isn't one-size-fits-all. Your situation is unique. We're here to help you find a solution that works for you and your loved ones. Share your thoughts; we'd love to hear from you.
Happy Thanksgiving from us to you.
We had the amazing opportunity to stay at the Fairmont Tremblant during the Sun Life learning retreat last week. Grateful to be part of a team that brings dedication and invaluable expertise to the table every day.
We would also like to take a moment to express our gratitude for the trust our clients place in us every single day. We love working with you!
What are you feeling thankful for this year? 🍂✨
#Thanksgiving #Gratitude #Autumn
We had the amazing opportunity to stay at the Fairmont Tremblant during the Sun Life learning retreat last week. Grateful to be part of a team that brings dedication and invaluable expertise to the table every day.
We would also like to take a moment to express our gratitude for the trust our clients place in us every single day. We love working with you!
What are you feeling thankful for this year? 🍂✨
#Thanksgiving #Gratitude #Autumn
Retirement planning doesn't have to be complicated. Sun Life One Plan helps turn your goals into a personalized financial roadmap so you can track your progress and plan for what matters most.
Ready to get started? Let's connect. https://advisor.sunlife.ca/alexandra.lam/
#SunLifeOnePlan #SunLife
Ready to get started? Let's connect. https://advisor.sunlife.ca/alexandra.lam/
#SunLifeOnePlan #SunLife
As we look ahead to 2027, it's a great moment to reflect. What worked financially this year? What could you improve? Taking time to review your goals helps you stay on track.
Let’s explore how we can help you map out your next steps. Ready to plan ahead? Get in touch today. https://advisor.sunlife.ca/alexandra.lam/
Let’s explore how we can help you map out your next steps. Ready to plan ahead? Get in touch today. https://advisor.sunlife.ca/alexandra.lam/
Our team had an incredible experience attending Sun Life's 2026 Bi-Regional Learning Retreat in Mont Tremblant, Quebec this week! We are grateful for the opportunity to collaborate with and learn from our industry peers. In a rapidly evolving marketplace, gaining fresh insights and challenging established perspectives is essential for sustained innovation.
We enjoyed a beautiful view of the colourful fall foliage from the mountains, and had a great time during the spectacular Tonga Lumina night walk. 🌙
#SunLife #LearningRetreat #MontTremblant
We enjoyed a beautiful view of the colourful fall foliage from the mountains, and had a great time during the spectacular Tonga Lumina night walk. 🌙
#SunLife #LearningRetreat #MontTremblant
Business owners spend years building a successful company, but many give less thought to what happens when they're ready to step away.
Whether retirement is 5 years away or 15, having a succession strategy in place can help you identify ways to protect what you've built and preserve its value.
Let's explore ways to help prepare your business and personal finances for whatever comes next. https://advisor.sunlife.ca/alexandra.lam/
Whether retirement is 5 years away or 15, having a succession strategy in place can help you identify ways to protect what you've built and preserve its value.
Let's explore ways to help prepare your business and personal finances for whatever comes next. https://advisor.sunlife.ca/alexandra.lam/
Book some time with me to discuss how to take the first step towards financial freedom. https://advisor.sunlife.ca/alexandra.lam/connect/
Insurance isn't just about preparing for the unexpected. It's about helping protect the people, goals and plans that matter most to you.
What gives you the greatest peace of mind?
❤️ Family
🏠 Home
💼 Business
💰 Financial future
Share below, and let's discuss protection strategies tailored to your needs.
What gives you the greatest peace of mind?
❤️ Family
🏠 Home
💼 Business
💰 Financial future
Share below, and let's discuss protection strategies tailored to your needs.
Building financial confidence doesn't always require dramatic changes.
Sometimes it's as simple as automating savings, reviewing spending habits or increasing contributions by a small amount. Consistent actions can make a difference over time.
Let's talk about practical strategies that fit your lifestyle. https://advisor.sunlife.ca/alexandra.lam/
Sometimes it's as simple as automating savings, reviewing spending habits or increasing contributions by a small amount. Consistent actions can make a difference over time.
Let's talk about practical strategies that fit your lifestyle. https://advisor.sunlife.ca/alexandra.lam/
Major life changes, even positive ones, can affect your tax strategy, estate plans and long-term financial goals.
A business sale, inheritance, real estate purchase or family milestone may all impact your long-term plans.
Fall is an ideal time to revisit your goals.
Let's review what's changed and whether your strategy still reflects the financial future you have in mind. https://advisor.sunlife.ca/alexandra.lam/
A business sale, inheritance, real estate purchase or family milestone may all impact your long-term plans.
Fall is an ideal time to revisit your goals.
Let's review what's changed and whether your strategy still reflects the financial future you have in mind. https://advisor.sunlife.ca/alexandra.lam/
保险不只是为突发意外做好准备, 它更能用来守护对您而言最重要的人、目标与人生规划。
什么最能让您感到安心?
❤️ 家人
🏠 居所
💼 事业
💰 未来财务保障
在下方分享您的想法,我们一同探讨贴合您需求的保障方案。
什么最能让您感到安心?
❤️ 家人
🏠 居所
💼 事业
💰 未来财务保障
在下方分享您的想法,我们一同探讨贴合您需求的保障方案。
保險不只是為突發狀況做好準備, 更是幫助守護對您最重要的人、目標和計劃。
甚麼最能讓您感到安心?
❤️ 家人
🏠 家居
💼 業務
💰 財務未來
請在下方分享,讓我們一起討論切合您需要的保障策略。
甚麼最能讓您感到安心?
❤️ 家人
🏠 家居
💼 業務
💰 財務未來
請在下方分享,讓我們一起討論切合您需要的保障策略。
Investments are one part of a broader financial strategy.
They're tools that can help support retirement, education funding, travel plans, estate goals and more.
A clear strategy starts with understanding what you're investing for in the first place.
Let's connect and discuss how your investments align with your priorities.
They're tools that can help support retirement, education funding, travel plans, estate goals and more.
A clear strategy starts with understanding what you're investing for in the first place.
Let's connect and discuss how your investments align with your priorities.
Gathered together under the brightest moon of the year. There’s nothing better than sharing sweet mooncakes and laughter with the ones who matter most. Happy Mid-Autumn Festival from our family to yours! 🥮🏮
Markets change. Priorities change. Life evolves and financial priorities often evolve with it. A review today can help keep your retirement roadmap aligned with your goals tomorrow.
Book a retirement roadmap session, and let's see where you stand.
Book a retirement roadmap session, and let's see where you stand.
If you could improve just one area of your business before the end of the year, what would it be?
💬 Cash flow
💬 Tax planning
💬 Growth
💬 Succession planning
Share below and reach out if you'd like to have a conversation about closing off this quarter with confidence. https://advisor.sunlife.ca/alexandra.lam/
💬 Cash flow
💬 Tax planning
💬 Growth
💬 Succession planning
Share below and reach out if you'd like to have a conversation about closing off this quarter with confidence. https://advisor.sunlife.ca/alexandra.lam/
As the air cools and the leaves begin to change colour, we look forward to the cozy days and fun memories ahead! 🍂🍁
Coverage that made sense several years ago may no longer align with your current circumstances. A new home, growing family, career change or business milestone can all affect your insurance needs.
If it's been a while since you reviewed your coverage, this may be a good time to revisit it. Let's review your current protection strategy and make sure it still fits your needs. https://advisor.sunlife.ca/alexandra.lam/
If it's been a while since you reviewed your coverage, this may be a good time to revisit it. Let's review your current protection strategy and make sure it still fits your needs. https://advisor.sunlife.ca/alexandra.lam/
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
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.