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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.
Congratulations to the happy couples tying the knot this summer! While you're caught up in the excitement of your big day, don't forget to think about your financial future together. Here are some things to consider:
- Set shared savings goals for milestones like buying a home
- Discuss merging finances and creating a household budget
- Start an emergency fund to prepare for unexpected expenses
- Look into life insurance to protect each other long-term
- Begin planning for retirement, even if it seems far away
Building a strong financial foundation will help you thrive for years to come. Wishing you a lifetime of love and happiness! #WeddingSeason #SmartBudgeting
Book a Meeting with me https://advisor.sunlife.ca/alexandra.lam/connect/
- Set shared savings goals for milestones like buying a home
- Discuss merging finances and creating a household budget
- Start an emergency fund to prepare for unexpected expenses
- Look into life insurance to protect each other long-term
- Begin planning for retirement, even if it seems far away
Building a strong financial foundation will help you thrive for years to come. Wishing you a lifetime of love and happiness! #WeddingSeason #SmartBudgeting
Book a Meeting with me https://advisor.sunlife.ca/alexandra.lam/connect/
Congratulations to the happy couples tying the knot this summer! While you're caught up in the excitement of your big day, don't forget to think about your financial future together. Here are some things to consider:
- Set shared savings goals for milestones like buying a home
- Discuss merging finances and creating a household budget
- Start an emergency fund to prepare for unexpected expenses
- Look into life insurance to protect each other long-term
- Begin planning for retirement, even if it seems far away
Building a strong financial foundation will help you thrive for years to come. Wishing you a lifetime of love and happiness! #WeddingSeason #SmartBudgeting
Book a Meeting with me https://advisor.sunlife.ca/alexandra.lam/connect/
- Set shared savings goals for milestones like buying a home
- Discuss merging finances and creating a household budget
- Start an emergency fund to prepare for unexpected expenses
- Look into life insurance to protect each other long-term
- Begin planning for retirement, even if it seems far away
Building a strong financial foundation will help you thrive for years to come. Wishing you a lifetime of love and happiness! #WeddingSeason #SmartBudgeting
Book a Meeting with me https://advisor.sunlife.ca/alexandra.lam/connect/
Happy Workaholics Day from A. Lam Financial Solutions. Today, we celebrate the dedication and hard work of all the driven individuals out there. Remember to find a little balance and take time to recharge—you’ve earned it!
Happy Workaholics Day from A. Lam Financial Solutions. Today, we celebrate the dedication and hard work of all the driven individuals out there. Remember to find a little balance and take time to recharge—you’ve earned it!
Enter the Diabetes Protect to Win Contest! Here's how:
1. Apply for life or critical illness insurance
2. Enter for a chance to win $5,000
3. Sun Life donates $5,000 to diabetes charities
Ready to get started?
*Certain terms and conditions apply. Contact me for more information.
1. Apply for life or critical illness insurance
2. Enter for a chance to win $5,000
3. Sun Life donates $5,000 to diabetes charities
Ready to get started?
*Certain terms and conditions apply. Contact me for more information.
Enter the Diabetes Protect to Win Contest! Here's how:
1. Apply for life or critical illness insurance
2. Enter for a chance to win $5,000
3. Sun Life donates $5,000 to diabetes charities
Ready to get started?
*Certain terms and conditions apply. Contact me for more information.
1. Apply for life or critical illness insurance
2. Enter for a chance to win $5,000
3. Sun Life donates $5,000 to diabetes charities
Ready to get started?
*Certain terms and conditions apply. Contact me for more information.
From the rugged shores of Newfoundland to the majestic mountains of the west coast, our beautiful country has so much to offer.
Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track.
#RetirementPlanning #CanadianTravel
Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track.
#RetirementPlanning #CanadianTravel
From the rugged shores of Newfoundland to the majestic mountains of the west coast, our beautiful country has so much to offer.
Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track.
#RetirementPlanning #CanadianTravel
Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track.
#RetirementPlanning #CanadianTravel
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
How much life insurance is the right amount? Let’s set up some time to discuss the details such as how long you need it and what kind might be right for you. You can walk out feeling more confident and educated on your options.
Script: How much life insurance is the right amount? Simply put, the amount of life insurance you need depends on your unique situation. A good place to start is to figure out how much life insurance you may need… how long you need it for… and what kind might be right for you. Let’s look at an example: Jackie is 33 years old… and has two kids. She has four goals for her life insurance: Leave money to her family to pay off her mortgage. Top up her kids’ registered education savings plans. Pay off her student loans. And, replace her income for 10 years. Based on these goals, Jackie is looking at a 1-million-dollar life insurance policy. If she died, her family could choose to use the insurance payout to: Put 300-thousand dollars toward the mortgage. Add 60-thousand dollars to the kids’ RESPs. Pay off her 40-thousand-dollar student loan. And… cover the family’s ongoing costs with the remaining 600-thousand dollars. How much do life insurance payments cost per month? In Jackie’s case, a 1-million-dollar, 30-year term policy for a non-smoking, 33-year-old woman… could cost about 80-dollars per month. For a man of the same age, it’s closer to 110-dollars per month. How long do you need your coverage to last? For a younger person… or a couple with debt and a mortgage, a 30-year policy or longer may be suitable. For someone in their forties… with little debt and a small mortgage… a 20-year policy might be the right fit. What are your options? Your employer may offer life insurance through your employee benefits. But… it may not be enough. And you can lose that coverage if you change employers. You may want to consider more life insurance. In which case, you have two types to choose from: Term life insurance. And… permanent life insurance. Any amount of life insurance can help give your loved ones some financial security when you die. Your unique situation will inform the amount and type of insurance you need. For more tips and tools, visit sunlife.ca.
Script: How much life insurance is the right amount? Simply put, the amount of life insurance you need depends on your unique situation. A good place to start is to figure out how much life insurance you may need… how long you need it for… and what kind might be right for you. Let’s look at an example: Jackie is 33 years old… and has two kids. She has four goals for her life insurance: Leave money to her family to pay off her mortgage. Top up her kids’ registered education savings plans. Pay off her student loans. And, replace her income for 10 years. Based on these goals, Jackie is looking at a 1-million-dollar life insurance policy. If she died, her family could choose to use the insurance payout to: Put 300-thousand dollars toward the mortgage. Add 60-thousand dollars to the kids’ RESPs. Pay off her 40-thousand-dollar student loan. And… cover the family’s ongoing costs with the remaining 600-thousand dollars. How much do life insurance payments cost per month? In Jackie’s case, a 1-million-dollar, 30-year term policy for a non-smoking, 33-year-old woman… could cost about 80-dollars per month. For a man of the same age, it’s closer to 110-dollars per month. How long do you need your coverage to last? For a younger person… or a couple with debt and a mortgage, a 30-year policy or longer may be suitable. For someone in their forties… with little debt and a small mortgage… a 20-year policy might be the right fit. What are your options? Your employer may offer life insurance through your employee benefits. But… it may not be enough. And you can lose that coverage if you change employers. You may want to consider more life insurance. In which case, you have two types to choose from: Term life insurance. And… permanent life insurance. Any amount of life insurance can help give your loved ones some financial security when you die. Your unique situation will inform the amount and type of insurance you need. For more tips and tools, visit sunlife.ca.
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Happy Graduation Donathan! You are growing up so fast. Wishing you all the best as you transition to elementary school in the fall. Little feet, big dreams, endless opportunities.
Happy Graduation Donathan! You are growing up so fast. Wishing you all the best as you transition to elementary school in the fall. Little feet, big dreams, endless opportunities.
Seven taxes on investments you need to know about
Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to me if you'd like to discuss your portfolio. https://advisor.sunlife.ca/alexandra.lam/connect/
As the season of sunshine and new adventures begins, let’s make the most of every moment. Wishing everyone a bright and prosperous summer.
#HelloSummer #ALamFinancialSolutions
#HelloSummer #ALamFinancialSolutions
As the season of sunshine and new adventures begins, let’s make the most of every moment. Wishing everyone a bright and prosperous summer.
#HelloSummer #ALamFinancialSolutions
#HelloSummer #ALamFinancialSolutions
Happy Father’s Day from A.Lam Financial Solutions! Today, we celebrate the strength, guidance, and support fathers bring to our lives. Thank you to all the amazing dads for everything you do!
#FathersDay #CelebratingDads
#FathersDay #CelebratingDads
Happy Father’s Day from A.Lam Financial Solutions! Today, we celebrate the strength, guidance, and support fathers bring to our lives. Thank you to all the amazing dads for everything you do!
#FathersDay #CelebratingDads
#FathersDay #CelebratingDads
Ensure your finances are well-protected. Preserving and growing your wealth requires a strategic approach, and A.Lam Financial Solutions can help. Let's discuss strategies to safeguard your assets and achieve long-term financial security. Visit https://advisor.sunlife.ca/alexandra.lam/ to schedule a meeting.
#sunlifefinancial #sunlifecanada #brighterlife #financialfreedome #financialadvisor #sunlifeadvisor #markhamadvisor #gta #financialplanning #financialgoals #sunlifeca #financialliteracy
#sunlifefinancial #sunlifecanada #brighterlife #financialfreedome #financialadvisor #sunlifeadvisor #markhamadvisor #gta #financialplanning #financialgoals #sunlifeca #financialliteracy
Ensure your finances are well-protected. Preserving and growing your wealth requires a strategic approach, and A.Lam Financial Solutions can help. Let's discuss strategies to safeguard your assets and achieve long-term financial security. Visit https://advisor.sunlife.ca/alexandra.lam/ to schedule a meeting.
#sunlifefinancial #sunlifecanada #brighterlife #financialfreedome #financialadvisor #sunlifeadvisor #markhamadvisor #gta #financialplanning #financialgoals #sunlifeca #financialliteracy
#sunlifefinancial #sunlifecanada #brighterlife #financialfreedome #financialadvisor #sunlifeadvisor #markhamadvisor #gta #financialplanning #financialgoals #sunlifeca #financialliteracy
Wishing you a Happy Dragon Boat Festival
Wishing you a Happy Dragon Boat Festival
Life's unpredictable. Protect your family with Sun Critical Illness Insurance and save on your first year's premiums. Adult policies get 25% back and child policies get 50%. Offer ends June 30. #FinancialSecurity #HealthInsurance
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
Do you have enough life, disability and illness insurance? Find out before you need it - MoneySense
Do you have the best life insurance for your life stage? Experts say young Canadians are often underinsured. Here’s how to choose the right coverage. Click to schedule a meeting with me to find out more. https://advisor.sunlife.ca/alexandra.lam/connect/
What happens when you withdraw money from your RRSP early?
1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.
1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.
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.