Hi Friends!

It’s time we switch from third person to me & Marlene talking to you!

Basically, what we do is we create new money possibilities for women like you, who are feeling like money is escaping from beneath you, who want to feel confident having money conversations with spouses or advisors, who want to grow your business exponentially, who feel ‘stuck’ in their careers because of money, or who want to free themselves from their money.

‘We are impacting thousands of women to gain freedom from their money and do what they are passionate about while making money and living life on their own terms.’

Book a complimentary session to unleash your money potential!

Where we came from…

Our Past

Both Thuy and Marlene have been comfortable with money since they were little girls.  With a natural aptitude for numbers and the sciences, they naturally chose careers in finance and engineering.

With an inclination for making a difference and their passion for helping others, they dedicated nearly 40 years combined in the financial industry. Both Thuy and Marlene are Certified Financial Planners.  They previously held investment, insurance and mortgage licenses and together, helped thousands of clients to achieve their financial dreams, to build wealth and to retire comfortably.

Through the journey of serving their clients and listening to client’s needs, it became clear to Thuy and Marlene that there existed a gap in the way money advice was being delivered.  And this led to the next chapter in their career.

Where we came from…

Our Past

Both Thuy and Marlene have been comfortable with money since they were little girls.  With a natural aptitude for numbers and the sciences, they naturally chose careers in finance and engineering.

With an inclination for making a difference and their passion for helping others, they dedicated nearly 40 years combined in the financial industry. Both Thuy and Marlene are Certified Financial Planners.  They previously held investment, insurance and mortgage licenses and together, helped thousands of clients to achieve their financial dreams, to build wealth and to retire comfortably.

Through the journey of serving their clients and listening to client’s needs, it became clear to Thuy and Marlene that there existed a gap in the way money advice was being delivered.  And this led to the next chapter in their career.

Where we are today…

Money Empowerment

In 2014, Thuy and Marlene co-founded Falcon Lam with a vision to create a new way to deliver MONEY advice.

We discovered through servicing clients that money goes much deeper than the numbers.  This led Thuy and Marlene to create programs with a unique approach to money that combines both the numbers and the emotional aspect of money.

Today, Thuy and Marlene are inspiring women to live life on their own terms.  Their programs build core money competencies and as a result, women have an increasing level of confidence with their money.  They start to have more meaningful conversations about money with their spouse, employer or advisors.  New possibilities begin to emerge as women choose to take massive action in their lives – to leave abusive relationships, leave unsatisfying careers and to create and grow thriving businesses and/or careers.

Thuy and Marlene have chosen to invest their time and monetary contributions in organizations that are empowering women and girls.  Currently, they are in leadership roles as Director at the Aurora Chamber of Commerce, Leading FemCity Collectives, and Pre-Planning Chair for the Business Women’s Network of York Region.

Where we are today…

Money Empowerment

In 2014, Thuy and Marlene co-founded Falcon Lam with a vision to create a new way to deliver MONEY advice.

We discovered through servicing clients that money goes much deeper than the numbers.  This led Thuy and Marlene to create programs with a unique approach to money that combines both the numbers and the emotional aspect of money.

Today, Thuy and Marlene are inspiring women to live life on their own terms.  Their programs build core money competencies and as a result, women have an increasing level of confidence with their money.  They start to have more meaningful conversations about money with their spouse, employer or advisors.  New possibilities begin to emerge as women choose to take massive action in their lives – to leave abusive relationships, leave unsatisfying careers and to create and grow thriving businesses and/or careers.

Thuy and Marlene have chosen to invest their time and monetary contributions in organizations that are empowering women and girls.  Currently, they are in leadership roles as Director at the Aurora Chamber of Commerce, Leading FemCity Collectives, and Pre-Planning Chair for the Business Women’s Network of York Region.

Fun Facts About Thuy + Marlene

  • Thuy may seem soft and sweet…but as a 6 year old, she was a feisty little tom boy who played all sports and beat up other boys who were picking on her little brothers

  • Everyone knows Marlene as a fun-loving extrovert who loves to chat and connect with people. Truth is – she’s actually a bit of an introvert and when she runs into someone she knows while shopping or doing errands, she literally hides from them!

  • Thuy may be small, but her friend swears that she must have a hole in her stomach. If you want to keep a friendship with Thuy, make sure you keep her well-fed…otherwise, that feisty little tom boy in her may come out!

  • Marlene’s entrepreneurial journey began in Cuba when she was 23 and a women’s shoe maker. She literally made shoes out of her home to earn extra cash. Now, any woman would be envious of her collection of fashionable shoes.

  • Both Thuy and Marlene love design in any form, whether it’s fashion, home renovation or décor. Luckily, Marlene loves to cook…and this may be the recipe to their amazing friendship and business partnership.  Both have a love for good eats and entertaining family and friends.

Fun Facts About Thuy + Marlene

  • Thuy may seem soft and sweet…but as a 6 year old, she was a feisty little tom boy who played all sports and beat up other boys who were picking on her little brothers

  • Everyone knows Marlene as a fun-loving extrovert who loves to chat and connect with people. Truth is – she’s actually a bit of an introvert and when she runs into someone she knows while shopping or doing errands, she literally hides from them!

  • Thuy may be small, but her friend swears that she must have a hole in her stomach. If you want to keep a friendship with Thuy, make sure you keep her well-fed…otherwise, that feisty little tom boy in her may come out!

  • Marlene’s entrepreneurial journey began in Cuba when she was 23 and a women’s shoe maker. She literally made shoes out of her home to earn extra cash. Now, any woman would be envious of her collection of fashionable shoes.

  • Both Thuy and Marlene love design in any form, whether it’s fashion, home renovation or décor. Luckily, Marlene loves to cook…and this may be the recipe to their amazing friendship and business partnership.  Both have a love for good eats and entertaining family and friends.

Meet Wendy Morelli

Our Rockstar Operations Coordinator!

Wendy is a big supporter of shopping local and has supported many women-led businesses in her areas of expertise in event management, administration and social media marketing.  Wendy’s love for technology stems from her 10+ years working in the telecommunication industry. Her alter ego gave life to 2 blogs, the first about her favourite iPhone apps, and more recently a parenting blog for parents of tweens.

When she doesn’t have her hands full with her husband, teenage daughter and son, she loves to read, play tennis, dance, hang with friends, and listen to music.

Meet Wendy Morelli

Our Rockstar Operations Coordinator!

Wendy is a big supporter of shopping local and has supported many women-led businesses in her areas of expertise in event management, administration and social media marketing.  Wendy’s love for technology stems from her 10+ years working in the telecommunication industry. Her alter ego gave life to 2 blogs, the first about her favourite iPhone apps, and more recently a parenting blog for parents of tweens.

When she doesn’t have her hands full with her husband, teenage daughter and son, she loves to read, play tennis, dance, hang with friends, and listen to music.

Want to stay in touch?

Embarking on your money journey takes time. We will be here when you’re ready, stay in touch until then!