A powerful session with Marlene or Thuy where you’ll get advice that is objective and not compromised by the sale of any financial product.
A powerful session with Marlene or Thuy where you’ll get advice that is objective and not compromised by the sale of any financial product.
We will provide you with an assessment of the best options for YOU, which includes a personalized plan of action.
Tired of having to juggle around money to meet your daily needs and financial obligations.
Overwhelmed by all your financial priorities and not sure where to put your money to work for you.
Frustrated because you make good money, but can’t seem to get out of debt.
Unsure if your investments are creating wealth for you.
Concerned that you may be paying too much in investment management fees
Worried about a life transition and how it will affect your finances
After one session with Thuy, my thinking about my business completely changed. She provided me with so many wonderful ideas that I know will grow my business revenue into the future, and most importantly, help me achieve my financial goals. Not only is she incredibly smart, but so caring and genuine. I would definitely work with Falcon Lam again and I would highly recommend them.
Rochelle Greaves
Our session with Marlene gave us clarity to see the options available to us regarding our housing and caregiving situation. She helped us to harness the power of our numbers and to identify our next steps to implement changes. She has a heart-felt way of working and made it easier for us to talk about money. We would highly recommend working with Falcon Lam.
Anne & Geoff Peat
Get out of debt for good.
Feel confident about your financial decisions.
Spend guilt-free on what you LOVE, while cutting out the stuff you don’t care for.
Put back thousands of $dollars in fees and unnecessary financial products.
Have a plan to financially support your life transitions .
Get a second opinion.
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