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曾以为存钱买房遥不可及？

其实不然！首次购房储蓄账户 (FHSA) 让这件事变得切实可行。

• 存入即享税收减免，帮您加速攒钱
• 账户收益免税增长
• 购房支取时，同样无需缴税

您开通 FHSA 了吗？欢迎分享您的故事！
以為置業儲蓄遙不可及？

答案可能和您想的不一樣。首次置業儲蓄帳戶 (FHSA) 讓夢想變得切實可行。

• 憑稅務扣減加速儲蓄
• 投資收益免稅增長
• 準備置業時提領免稅

您正在使用 FHSA 嗎？歡迎分享您的故事！
Whether you dream of traveling, more family time, or simply slowing down. A thoughtful financial roadmap is the first step to feeling confident about your future.

What matters most to you in retirement? Tell us in the comments. We're here to listen. 👇
Running a business means wearing many hats and proper planning shouldn’t be overlooked. From protecting your income to planning your exit, a thoughtful financial roadmap can help support every stage of your journey.
A serious illness can impact more than your health, it can disrupt your income, savings and long-term goals. Critical illness insurance pays a lump sum benefit upon diagnosis of covered conditions like cancer, heart attack or stroke, so you have financial support when it matters most. Let’s talk about how critical illness coverage can protect your financial plan before you need it. https://advisor.sunlife.ca/alexandra.lam/
A serious illness can impact more than your health, it can disrupt your income, savings and long-term goals. Critical illness insurance pays a lump sum benefit upon diagnosis of covered conditions like cancer, heart attack or stroke, so you have financial support when it matters most. Let’s talk about how critical illness coverage can protect your financial plan before you need it. https://advisor.sunlife.ca/alexandra.lam/
It's never too early to start. When kids learn about money young, they make smarter choices later. 💡

Here's how to get started:

• Give them an allowance and let them decide how to spend it
• Talk openly about budgeting and saving
• Show them how saving reaches big goals 🎯
• Make learning fun and age-appropriate

Small money conversations today build confident adults tomorrow.

Ready to help your kids build money confidence? Reach out and let's talk about it. https://advisor.sunlife.ca/alexandra.lam/
Estate planning isn't just about money, it's about legacy. Have you thought about how your assets will be managed and distributed? Let's create a strategy that reflects your values and protects what matters most.

Ready to get started? Reach out to discuss your estate plan today. https://advisor.sunlife.ca/alexandra.lam/
無論您是自僱人士、正處於工作轉換期，還是沒有公司提供的福利，保障上的缺口可能會讓您暴露於風險。

個人健康保險和危疾保障有助於填補這些缺口，並在突發狀況下守護您的財務穩健。

讓我們商討適合您的策略。
如果您是自由职业者、正处于职业过渡期，或暂时没有公司提供的福利，保障缺口可能会让您暴露在风险之中。

个人健康保险与重疾险可以帮您填补这些缺口，在意外来临时守护您的财务安全。

我们可以一起探讨适合您的保障方案。
Book some time with me to discuss how to take the first step towards financial freedom. https://advisor.sunlife.ca/alexandra.lam/connect/
Your investments should do more than grow — they should support where you’re headed. A well-balanced strategy can help align your money with your goals as they evolve. Let’s build an investment approach designed around you. https://advisor.sunlife.ca/alexandra.lam/
Running a business today often means managing rising costs, tighter margins and constant pressure on cash flow. A clear financial approach can help you stay in control, manage expenses, protect against risk and keep your business moving forward.

Let’s review your strategy to find ways to strengthen your margins.https://advisor.sunlife.ca/alexandra.lam/
Thinking it's time to upgrade your investment strategy? I'd love to walk you through how Elevate Portfolio Program could support your financial goals. Every portfolio journey is unique, and I'm here to help you find the right approach.

Reach out to schedule a quick conversation! https://advisor.sunlife.ca/alexandra.lam/
Don’t assume your child will be your caregiver as you age, expert warns

Don’t assume your child will be your caregiver as you age, expert warns

As more Canadians approach retirement age, an expert says it’s important for people to have realistic conversations about where they will live and who will take care of them in their old age, as those decisions are more complicated than they may appear.
Read article
Christopher Liew: These are the estate planning steps Canadians often put off until it’s too late

Christopher Liew: These are the estate planning steps Canadians often put off until it’s too late

Estate planning is one of those tasks everyone agrees is important and almost everyone finds a reason to delay. The problem is that the most expensive estate mistakes I see don’t come from bad planning. They come from no planning at all.
Read article
Buying a home, growing your family, building your career — there’s a lot to balance. Creating a personalized financial roadmap early can help you stay on track while still living for today. Small steps today can make a meaningful difference over time. Get in touch to discuss options that will work best for you. https://advisor.sunlife.ca/alexandra.lam/
Wondering what's been moving the markets lately?

Our Quarterly Market Update breaks down key trends affecting Canadian and global markets — including inflation, interest rates, economic growth and investor sentiment. 📊🪙

Take a look: https://www.sunlife.ca/en/investments/quarterly-market-update/

#Investing #MarketUpdate #EconomicOutlook
You’ve built significant wealth. Now it’s about making it last. With the right approach, you can help reduce tax impacts, protect your estate and create a legacy that supports the people and causes you care about. Let’s build a strategy that helps you move into retirement with clarity and confidence. Book a conversation to start shaping your legacy. https://advisor.sunlife.ca/alexandra.lam/
Our team had the amazing opportunity to sponsor the Sun Smashers for the Markham Pickleball for Possibilities Charity Event! We had a great time on Sunday supporting the team on their second set of matches for the event.

Congratulations to all of the teams for playing an amazing tournament and raising $30,000 in donations towards the Markham Food Bank!

Have questions?

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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.