Advisor Solutions by Purpose
Lara Pharand is a skilled professional with extensive experience in the finance industry. Lara has held various roles such as Team Lead, Senior Service Coordinator, Investment Policy Specialist, Fund Financial Reporting Analyst, and Private Client Portfolio Administrator. Currently working at Purpose Advisor Solutions as Product Manager, Wealth Essentials, Head of Onboarding, and Manager, Advisor Onboarding & Readiness, Lara brings a wealth of knowledge and expertise to their work. With a Bachelor of Arts degree in History and Political Science from the University of Toronto Mississauga, Lara is a detail-oriented individual who excels in building strong relationships and managing complex financial requests.
Advisor Solutions by Purpose
Where independent wealth management firms are created. We help independent portfolio managers launch, increase revenue, and focus on their clients.