Stay informed
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.
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.
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?
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/
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/
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/
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!
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
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!
Take a moment to cherish those special bonds and create lasting memories. Wishing you a day filled with love and togetherness.
Happy Family Day!
While we plan to share our love with others, let's also take the time to be gentle and caring with ourselves. 💕
Have a happy Valentine's Day!
Alexandra
Have a happy Valentine's Day!
Alexandra
Happy Galentine's Day! 👯♀️💖
Today we celebrate the power of women supporting women, especially when it comes to financial independence.
Let's continue to lift each other up and build brighter financial futures together. Alexandra
Today we celebrate the power of women supporting women, especially when it comes to financial independence.
Let's continue to lift each other up and build brighter financial futures together. Alexandra
Building wealth is about more than growing your money – it's about creating lasting financial security. 💖💰
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Strategic planning can help you make the most of housing transitions.
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
Business owners, are you so focused on your company that your personal finances have been put on hold?
Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.
Get started here > https://advisor.sunlife.ca/alexandra.lam/
Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.
Get started here > https://advisor.sunlife.ca/alexandra.lam/
Avez-vous mis toute votre attention sur votre entreprise que vous en avez négligé vos finances personnelles? Le moment est venu d’adopter une approche globale.
Travaillons ensemble pour créer un parcours financier qui cadre avec vos ambitions professionnelles et vos rêves personnels.
Ça commence ici > https://advisor.sunlife.ca/alexandra.lam/
Travaillons ensemble pour créer un parcours financier qui cadre avec vos ambitions professionnelles et vos rêves personnels.
Ça commence ici > https://advisor.sunlife.ca/alexandra.lam/
February is Heart Health Month. Heart disease affects 1 in 12 Canadian adults – a reminder of why protecting both your health and your financial wellbeing matters.
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!
Time flies by, and tuition costs fly sky-high. 🕰️💸 When it comes to education costs for your kid(s), it pays to start early and save consistently. Small RESP contributions can add up over time.
Want to explore how to optimize saving for your child(ren)’s education? Let's chat about creating a plan that fits your family's budget. https://advisor.sunlife.ca/alexandra.lam/
Want to explore how to optimize saving for your child(ren)’s education? Let's chat about creating a plan that fits your family's budget. https://advisor.sunlife.ca/alexandra.lam/
时光飞逝,学费上涨! 🕰️💸
尽早开始,持续储蓄。小额 RESP 供款,经年累月也能积少成多。
想了解如何优化教育储蓄方案吗?让我们聊聊,共同制定契合您家庭预算的储蓄计划。
尽早开始,持续储蓄。小额 RESP 供款,经年累月也能积少成多。
想了解如何优化教育储蓄方案吗?让我们聊聊,共同制定契合您家庭预算的储蓄计划。
時光荏苒,學費亦節節攀升!🕰️💸
建議盡早開始並持續進行儲蓄。小額的註冊教育儲蓄計劃 (RESP) 供款亦可隨著時間推移而積少成多。
想了解如何優化您的教育儲蓄?歡迎與我們探討制定符合您家庭預算的儲蓄計劃。
建議盡早開始並持續進行儲蓄。小額的註冊教育儲蓄計劃 (RESP) 供款亦可隨著時間推移而積少成多。
想了解如何優化您的教育儲蓄?歡迎與我們探討制定符合您家庭預算的儲蓄計劃。
The RESP – Who really owns it?
Need content to better understand the financial landscape? I have valuable resources for you.
https://www.invesco.com/ca/en/insights/the-resp-who-really-owns-it.html
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.
https://www.invesco.com/ca/en/insights/the-resp-who-really-owns-it.html
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.
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.