With tenured experience in the financial services industry and representing some of the largest banks, insurance companies, and financial planning firms, co-founders came to realize that it was 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.
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.
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
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.