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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.

Tax season isn't just about filing — it's about planning ahead. From RRSP contributions to income splitting strategies, there are things you can do now to better position your finances for next year and beyond.

Get in touch to find out what strategies work best for you. https://advisor.sunlife.ca/alexandra.lam/
A withdrawal strategy can help create dependable income while helping you manage risk. Let’s chat about income planning basics that fit your needs. https://advisor.sunlife.ca/alexandra.lam/
When it comes to your savings, don’t let common TFSA mistakes tip you overboard. Read this article on the 4 mistakes to avoid and then let’s connect to discuss how I can help you.
Tax time is also estate-planning time. Reviewing your return helps ensure beneficiary designations, ownership structures and transfer plans align with your wishes, while reducing potential taxes on asset transfers.
Book some time with me to discuss how you can grow your investments. https://advisor.sunlife.ca/alexandra.lam/connect/
Winter is still here, but your financial wellbeing can shine. Now's the perfect time to review your savings and investments and help ensure you're on track for growth. Let’s connect to explore Sun Life's diverse wealth solutions that we can tailor to your goals.

https://advisor.sunlife.ca/alexandra.lam/
Did you know that payout annuities can help provide financial predictability in retirement?

Benefits include:
• Reliable monthly income
• Protection against market volatility
• No investment management required
• Peace of mind planning

Discover how guaranteed income streams can complement retirement portfolios and provide stability. Let’s chat! https://advisor.sunlife.ca/alexandra.lam/
Did you know you can still contribute to your 2025 RRSP before March 2, 2026? Get in touch with me to find out if that’s a good idea for you!
Are you saving enough in your RRSP for the retirement you want? Crunch the numbers in Sun Life's free RRSP calculator. Then, let’s connect and talk about your options. March 02, 2026 is the last day to make your 2025 RRSP contribution.

https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/rrsp-calculator/

Book some time with me to discuss: https://advisor.sunlife.ca/alexandra.lam/connect/
Do you want to keep more money in your business? Let's talk about smart tax strategies that fit your company to make it more tax efficient. 📊

Ready to save? Visit my website to set up time to chat. https://advisor.sunlife.ca/alexandra.lam/
Feeling the winter blahs? You're not alone. There’s still time to prioritize your mental wellbeing this winter. Many Sun Life plans offer coverage for mental health services. Let's discuss how your insurance can support you.
感到冬季情绪低落？遇到这种情况的并非只有您一人。这个冬天，您仍有机会优先关注心理健康。多款永明金融计划涵盖心理健康服务。让我们探讨保险如何为您提供支持。
Navigating life insurance options can be overwhelming. Whether finishing school, buying a first home or starting a family, finding the right plan that fits life's unique journey is essential.

We can help secure your future together. Let us know how we can help.
在冬季感到情緒低落？您並不孤單。這個冬天，您仍有時間將心理健康納入優先事項。永明金融多項保險計劃均涵蓋心理健康服務。讓我們探討您的保險計劃如何為您提供支持。
Family is everything! When you meet with me, we’ll discuss how you can plan to protect them no matter what life throws at you, the expected and the unexpected.
The RESP – Who really owns it?

The RESP – Who really owns it?

Empower yourself with easy-to-understand resources and learn more about the financial industry.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

Book some time with me to discuss: https://advisor.sunlife.ca/alexandra.lam/connect/
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Thoughtful planning ensures your assets reach the right people at the right time — with minimal tax impact.

Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy

Start planning today for a seamless transition tomorrow. Get in touch today. https://advisor.sunlife.ca/alexandra.lam/
恭祝马年喜乐安康、万事亨通！

愿新岁为您带来蓬勃朝气、捷报频传、阖家和睦、幸福美满。

农历新年快乐！
Wishing a happy and prosperous Year of the Horse!

May this new year bring you good energy, swift success, harmony and happiness.

Happy Lunar New Year! Kung Hei Fat Choi! Alexandra
Today, we celebrate families. Whether related by blood or by choice, family is about the connections that sustain us.

Take a moment to cherish those special bonds and create lasting memories. Wishing you a day filled with love and togetherness.

Happy Family Day!

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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.