Thuy Lam Email & Phone Number
Certified Financial Planner @ Objective Financial Partners Inc.
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Thuy Lam Location
- Toronto, ON, CA
Thuy Lam Work
- Certified Financial Planner @ (December 2023 - Present)
- Financial Coach and Business Consultant @ Falcon Lam (September 2014 - August 2023)
- Managing Partner @ Falcon Lam (September 2014 - August 2023)
- Financial Planner, Investment and Retirement Planning @ (February 2010 - February 2014)
- Financial Consultant @ (January 2004 - December 2009)
- Customer Service Manager @ (April 2000 - March 2003)
- Various Part time and Summer Roles, Dortec Industries and KTM Locks @ Magna International (June 1990 - March 2000)
Thuy Lam Education
- University of Toronto
Hon. BA (Economics & Sociology)
- Financial Planning Standards Council
Certified Financial Planner (CFP)
2008 - Institute of Canadian Bankers
Investment Funds in Canada (IFIC) (Phase II Specialist Trust Institute (STI), Personal Financial Planner (PFP))
- The Real Estate & Mortgage Institute of Canada (REMIC)
Mortgage Agent Licensing Course (REMAC)
- The Financial Advisors Association of Canada
Life License Qualifying Program (LLQP)
- Canadian Securities Institute
Canadian Securities Course (CSC)
Thuy Lam Skills
- Financial Consulting
- Retirement Income Strategies
- Presentations
- Training Delivery
- Certified Financial Planner
- Presentation Skills
- Business Coaching
- Small Business Consulting
- Problem Solving
- Critical Thinking
- Communication
- Workshop Facilitation
- Breakthrough Thinking
- Money Mindset
- Coaching & Mentoring
- Financial Forecasting
- Cash Flow Forecasting
- Cash Flow Management
- Financial Planning
- Wealth Management
Thuy Lam Summary
- Thuy Lam, based in Toronto, ON, CA, is currently a Certified Financial Planner at Objective Financial Partners Inc.. Thuy Lam brings experience from previous roles at Falcon Lam, RBC Wealth Management and IG Wealth Management. Thuy Lam holds a Hon. BA in Economics & Sociology @ University of Toronto. With a robust skill set that includes Financial Consulting, Retirement Income Strategies, Presentations, Training Delivery, Certified Financial Planner and more. Thuy Lam has 1 emails and 1 mobile phone numbers on RocketReach.
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