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.
Robin provides administrative support to all our of clients. Whether you need help tracking down a tax form, an application form, or need an update on a pending transaction, Robin can assist you.
Robin loves her job because she helps to make her clients' lives easier and loves seeing her clients succeed not just in their financial lives but also in their personal life goals too.
The primary role of Robin is to assist Mark to ensure that each of our clients' financial questions and needs are addressed in the most timely manner possible.
To book an appointment with Mark to discuss your financial strategy, please contact Robin at: (705) 942-4276.
Christina has worked for Mark at Lajambe Financial since 2011 and provides personalized advice to ensure that the insurance products for a client are based on unbiased research. In addition, she offers life insurance and living benefits, group benefits and pensions.
Christina values a client's trust above everything else and once a client makes a decision to work with her, she continually works hard to deserve their trust.
The primary goal of Christina is to ensure that the insurance aspect of each client's financial need analysis are addressed in a manner consistent with personalized financial service practices.