About Us

We listen.  We  Care.  We empower.

With tenured experience in the financial services industry and representing some of the largest banks, insurance companies, and financial planning firms, co-founders Marlene and Thuy (Twee) came to realize that it was becoming more of a challenge to represent the best interest of their clients. Both founders wanted more for their clients, and this led to the establishment of Falcon Lam Financial.

Our clients are looking for independence, credibility, and a trusted partner who cares and truly represents their best interest.

Co-Founders

  • Marlene Falcon, CFP
    Marlene Falcon, CFP Managing Director & Co-founder

    Marlene is a passionate leader who is confident, has a strong work ethic and ability to sustain a high level of energy and momentum.  She  is committed to making a difference in the lives of individuals and their families.

    Marlene obtained a Computer Engineering degree in 1988 from the University of Havana.   Her career started in the IT industry where she spent 13 years as a programmer and project manager.  Upon moving her family to Canada in 1999, Marlene made a transition to the financial services sector.

    In 2010, Marlene successfully completed the Certified Financial Planner (CFP) designation.  Marlene has worked as a Financial Planner and has led a team in her role as V.P. of Operations at Benecaid Health Benefits.  She has a wealth of knowledge in Group Health & Dental Plans, and enjoys helping clients manage cash flow needs.

    She is a loving wife and mother of twin boys who are now 14, and a 21-year old daughter.  Marlene loves to cook, enjoys reading, riding her bike, and travelling.

  • Thuy (Twee) Lam, CFP
    Thuy (Twee) Lam, CFP Managing Director & Co-founder

    Thuy (Twee) is a seasoned and accredited Financial Planner who genuinely cares about her clients and is committed to providing advice that is aligned to the fulfilment of their life goals.

    Thuy has an Economics degree from the University of Toronto and has completed the Canadian Securities Course (CSC),the Personal Financial Planner Course (PFPC),  and other industry courses as part of her commitment to continuous learning.

    Since 2000, Thuy has worked with institutional and affluent clients, who have benefited from her strategies that focus on growing and preserving wealth while minimizing taxation.  Over her professional career, Thuy has delivered financial planning, estate planning, and investment seminars to non-for-profits, seniors associations, and corporations.

    In her spare time, Thuy and her husband enjoy hiking, canoeing, fishing and just about anything outdoors.  Thuy loves to travel and finds enjoyment in personal development and spending time with family and friends.

    CFPCLogo

“When we say we are empowered by passion, we really mean it.  We are really excited to be leading the process of transformation in our industry.”

Marlene & Thuy – Co Founders

Our Mission

We endeavor to transform the way financial advice is being delivered in the industry, while contributing to the fulfilment and prosperity of our clients and communities.

 

Our Values

Understanding – we listen and we accept
Care – we serve with kindness and respect, and are committed to doing what’s best for our you
Integrity – we do what we say we’ll do

Vission-Mission-Values
Financial Planing

 The Standard in Financial Planning

A Certified Financial Planner® professional – recognizable by the CFP marks after a planner’s name – has achieved and maintains internationally recognized standards of knowledge, skills, abilities and ethics. The CFP designation provides assurance to Canadians that the design of their financial future rests with an appropriately qualified professional who will put clients’ interests ahead of their own.

Why is the designation of your financial planner so important? In most Canadian provinces, there is no legislated standard in place for those who offer financial planning services.

CFP professionals demonstrate their financial planning competence through extensive education, a rigorous standardized national examination process, comprehensive continuing education requirements and accountability to FPSC for a code of ethics, practice standards, and the rules and regulations of their professional body.

Start typing and press Enter to search