As a professional financial advisor, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
Throughout his over 20 years as a financial advisor offering independent financial advice, Mark has built his practice around the knowledge that no two financial situations are alike. He enjoys taking the time to get to know his clients and seeing how each piece of their financial and personal puzzles best fits with the next - helping his clients with lifestyle planning for today while also identifying important goals for the future. Mark strives to find the best overall solutions for his clients.
In his hometown of Sault Ste. Marie, Ontario, prior to transitioning his focus full time to financial services, Mark used his U.S. undergraduate business degree and Masters of Business Administration degree to help grow the Lajambe Family natural resources businesses, providing him with a thorough understanding of the Canadian business/financial services sector.
As a member of Advocis, The Financial Advisors Association of Canada, Mark was selected in 2004 as one of the top ten advisors across Canada in the Advisor of the Year awards for his estate planning expertise. In 2008, Mark has also qualified as one of the top 1% of financial advisors worldwide through the international MDRT organization.
Mark feels he is fortunate to be working in the field that he is in as well as for his success and because of this, is very dedicated to giving back. In addition to contributing 10% of profits back to the community, he has given of his time to multiple charities by sitting on various boards and committees in the past: Sault Area Hospitals, The United Way of Sault Ste. Marie, The Sault Ste. Marie Forestry Capital of Canada Committee, The United Way Community Endowment Fund (past chair), Algoma University Foundation (past Chair), and Algoma University Dinner Committee.
Christina joined our team in 2011, she was already licensed and had been working in the life/group insurance fields. With her strong personal commitment to ongoing education and professional development, Christina also pursued her Mutual Funds license in 2018 and has become a licensed financial advisor. She is able to maintain knowledge and skills at the top level serving clients with the most current tools and methods. Being part of an independent brokerage that is not tied to any one specific insurance or investment company, allows her the valued opportunity to give our clients the best possible market solutions to fit their needs.
Christina's top priority is to build long term relationships with our clients. She feels it is essential to sit down with clients and chat about where they have been, where they are now, and what their future goals, values, and objectives are before she can offer any solutions. Clients appreciate Christina's approachable and compassionate personality. Christina's broad licensing allows her to focus on Group Benefits, Life Insurance, Living Benefits, and Medical/Dental Insurance as well as investment solutions ranging from Mutual Funds to Segregated Funds. Having access to such a broad range of insurance and investment choices, Christina is able to put together the best combination of products and services for our clients.
Christina was raised in Sturgeon Falls, moved to Sault Ste. Marie in 2011 and began to plant her roots here with her husband and two children. She has successfully expanded her career and now enjoys the simplicity and quietness of country living. She also enjoys home improvements, camping, cooking, and hosting family and friends.
Cara first joined our team as an Executive Assistant in 2012. She has been in the financial industry for many years, following in the footsteps of her Grandfather and Father. Cara originally started her career in 2005 as an assistant to a financial consultant, where she worked her way up the ladder to being an Executive Assistant to the Division Director, helping train and manage a large office. She finds the financial world stimulating and enjoys how it frequently changes and keeps her on her toes. With Cara's past and ongoing experience, she is dedicated to learning and adapting to the fast-paced world of finance.
Cara is committed to providing confidential, independent, unbiased research, and great service. She has a friendly personality and brings her years of experience to look after our clients day to day needs. Like the rest of the staff, Cara gets to know our clients on a personal level to ensure that she fully understands their current values and needs as well as future ones to make sure they we can keep them on the right track. She will go above and beyond for our clients to ensure their satisfaction and looks forward to growing with the client and helping them every step of the way.
Cara was born and raised in Sault Ste. Marie, she understands the community and the people in it. Cara enjoys several different athletic activities including kayaking, hiking, and biking. She is also involved with guiding her two children through their post-secondary education and the journey of starting of their adult lives.
Megan is the newest member of our team joining in 2019, bringing with her experience in both the health care and family business sectors. She worked in and helped run a family business for over 15 years. This experience has been unmatched within our organization. Working in a dental office has given her an insight at the grass roots level of how our group clients interact with those practitioners and brought us insight into how that frontline piece fits into our group plans. Her interest in investing and personal finance led her to associate with Lajambe Financial. Starting as an account executive, committed to continuing to learn the most she can about the industry she obtained her life insurance license in 2021 and is excited to further her education and pursue a mutual fund license in the future. She is eager to learn something new every day in this ever changing industry.
Megan works to ensure that every client receives personalized advice and excellent service. She supports the financial goals of the organization by providing the effectiveness of the day-to-day relationships with the clients. Megan is a professional and trustworthy individual who is dedicated to understanding the goals and objectives of her clients and supporting their financial success.
Megan was born and raised in Sault Ste. Marie, with strong family values. She enjoys spending time with her family and staying busy doing a variety of outdoor activities, such as boating, ATVing, and camping. With family being important, Megan is one of the biggest supporters to her nephew and his hockey career.