Our process
When we first meet with you, we collect as much information as possible to get to know you. We also want you to get to know us. Everyone’s profile is different and unique. We take the time to answer your immediate questions that focus on you and your situation.
Our multidisciplinary team will help you create a customized financial strategy. Based on our proven process of findings, projections, and recommendations, we will facilitate and implement a plan to support you. (see sample plan)
Our network of professionals regularly follow up with you to ensure that your strategy still meets your needs. Financial needs change over time, so it’s important to stay in touch and up to date.
JL Financial Solutions Ltd.
Client relationships with business owners, farmers, families, and pre-retirees across Alberta are our top priority.
Through our partnership with Sun Life, Clients have confidence knowing that their information, insurance and investments are well protected. We also ensure our planning tools, technology and support systems are up to date and compliant.
Using a team approach, we'll help you build the right plan to align with your financial goals. You'll have the peace of mind knowing that your financial future is in capable hands.
Job Title: Advisor, Sun Life
Languages spoken: English
Phone: (780) 733-0910
Email: jl.financial@sunlife.com
Jonathan Lambert
Jonathan helps families and business owners build a customized financial strategy using professional expertise and reliable products & solutions.
With the Professional Financial Advisor (P.F.A.) designation combined with 6 years of experience, he has the expertise to help you.
Married to his high school sweetheart, Quinn, they spend most of their time raising their 3 amazing children, Julian (5), Brady (3), and Alexaya (1).
He is very involved in the community doing volunteer work like coaching local youth hockey & baseball teams as well as being on multiple organizational executive committees. In his free time, he likes to travel and golf!
Job Title: Advisor, Sun Life, P.F.A.™
Phone: (780) 733-0910
Email: jonathan.lambert@sunlife.com
Address: Manning, Alberta
Ashley Evanoff
People are Ashley's passion. Over the past ten years she's worked in customer service- connecting with people and providing the highest level of customer satisfaction has always been her favourite part of the job.
"I look forward to bringing that passion into my role as Associate Advisor with JL Financial. I am grateful to have the opportunity to learn from a leader in the industry, and so excited to be joining a team made up of amazing people."
Ashley was born and raised in Manning and has returned to her hometown after spending 10 years living in BC. She loves the outdoors, crafting, and her dog – Chip.
Job Title: Associate Advisor, Sun Life
Phone: (780) 733-0910
Email: ashley.evanoff@sunlife.com
Address: Manning, Alberta
Samantha Kamieniecki
Samantha has been a part of JL Financial for 4 years now. Sam and Jonathan had worked together previously as well so naturally this is a good fit both of them!
Sam works on the customer service side of the business and loves interacting with Clients to ensure they receive the best service possible.
She has lived in Manning her entire life, having grown up on her grandparents’ homestead. She's spent the past 12 years with her husband and dog while running a photography business on the side.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
