Agents

Hello, My name is Andy Lambe. I have been in the Insurance and Investment Industry for over 23 years. I started my career as a captive agent, meaning I could only represent one company and their products. I'm in my thirteenth year as an independent broker. This provides the opportunity to shop the market to source the best alternatives for my client's needs. My designations include: * CLU (Certified Life Underwriter) * CFP (Certified Financial Planner) * CHFC (Chartered Financial Consultant) * RHU (Registered Health Underwriter) My main areas of practice are: * Life Insurance * Disability Benefits * Critical Care * Long Term Care * Health Insurance * Investments * Estate and Succession Planning * Mortgage Insurance * Financial Planning * Pension Benefits

Mike joined the Andy Lambe and Associates team about five years ago after 13 years at the Workers Compensation Board of Prince Edward Island. Mike operates the PEI Employee Benefits Agency, which offers Life, Long-Term disability, Accidental Death and Dismemberment, Dependent Life, Extended Health and Dental Insurance to companies and employees in Prince Edward Island. Mike currently resides in Tracadie Cross, Prince Edward Island with his wife Lorraine and their children Kyle, Craig and Jocelyn. Mike enjoys both Hockey, Ball and Jogging to relax.

After 30 years in the Insurance Industry and having worked at companies such as Standard Life and Sun Life, Bud brings a deep knowledge of the Insurance Industry to our team.

Jack has over 25 years of experience in the Life Insurance Industry and after working for companies such as Prudential and Sunlife, Jack is serving his clients with the team here at ALAI.

Through the facilities of Andy Lambe & Associates, a well known and respected independent financial services firm on Prince Edward Island, and Partners in Planning Financial Services Ltd. , and with over 15 years of experience, I am able to help you with all your investment needs. Who should call Ken Williams? Anyone who: * has been offered a severance package * has maturing investments * has sold their home or business * has a poorly performing portfolio * received an inheritance or insurance settlement * is a shopper * is dissatisfied with their current mutual funds and/or fees * has just moved to Prince Edward Island My area of expertise includes, but is not limited to the following: * Registered Retirement Savings Plans (RRSP) * Registered Income Funds (RIF) * Registered Education Savings Plans (RESP) * * Life Insurance * Disability Insurance * Mutual Funds * * Segregated Funds * Offered by prospectus only through Partners In Planning Inc. Ken currently lives in Ebenezer, PEI with his wife Norma Jean and their son Douglas.

Mark currently partners with us to provide comprehensive coverage to his clients. Mark has been in the business for over 37 years having begun his career in the life insurance industry at Dominion Life. Mark is now working hard as an independent broker so that he can shop the market to find you the best alternatives possible. Mark continues to work in the insurance industry offering his client's Life, Critical Needs, Long Term Care, and investments.

Pat worked in the banking industry for many years in Ontario before joining Andy Lambe and Associates Inc. in 1996. Pat's role as office administrator includes the management of the office and all operations, including client service. In addition she provides assistance to the brokers who place their business with Andy Lambe and Associates Inc.

Joel has been with ALAI for the past two and a half years and is responsible for marketing/analysis in preparing packages for clients on life insurance, living benefits and investment products in addition to retirement and estate planning.  He is also available to answer client service inquiries on both life insurance and investments.  He  completed his BBA from UPEI and obtained his Certified Human Resources Professional Designation (CHRP) and, since joining the firm, obtained licenses for both Life Insurance and Mutual Funds.  In August of 2007, Joel obtained the Certified Financial Planner (CFP) designation.