Thuy Lam Email & Phone Number
Certified Financial Planner @ Objective Financial Partners Inc.
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Thuy Lam Work
- 2023 -now Certified Financial Planner @
- 2014 -2023 Financial Coach and Business Consultant @ Falcon Lam
- 2014 -2023 Managing Partner @ Falcon Lam
- 2010 -2014 Financial Planner, Investment and Retirement Planning @
- 2004 -2009 Financial Consultant @
- 2000 -2003 Customer Service Manager @
- 1990 -2000 Various Part time and Summer Roles, Dortec Industries and KTM Locks @ Magna International
Thuy Lam Education
- Canadian Securities Institute
Canadian Securities Course (CSC)
- University of Toronto
Hon. BA (Economics & Sociology)
- The Real Estate & Mortgage Institute of Canada (REMIC)
Mortgage Agent Licensing Course (REMAC)
- Institute of Canadian Bankers
Investment Funds in Canada (IFIC), Phase II Specialist Trust Institute (STI) (Personal Financial Planner (PFP))
- Financial Planning Standards Council
Certified Financial Planner (CFP)
2008 - The Financial Advisors Association of Canada
Life License Qualifying Program (LLQP)
2008
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, 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 Canadian Securities Course (CSC) @ Canadian Securities Institute. 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 on RocketReach.
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