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Lama Farran is a personal finance coach, based in Montreal. Unlike a traditional financial planner, she does not sell any financial product.

Instead, she guides her clients on their path to financial stability and empowers them with the knowledge required to take control of their personal finances. Through one-on-one coaching sessions, she uncovers their spending habits and establishes realistic budgets that fit each client’s unique lifestyle. She ensures they are progressing in the right direction through regular follow-ups. She is known for her empathetic and professional approach, which makes talking about money challenges feel therapeutic.

Before embarking on this journey, Lama earned a Bachelor of Commerce and a Graduate Certificate in Finance from McGill University, followed by a Master’s degree in International Accounting and Finance from the London School of Economics in England. She has also completed a series of personal finance and investment courses through the Institute of Canadian Bankers.

She enjoyed 8 years of professional experience at the Royal Bank of Canada and Bank of Montreal. Her banking experience included several positions ranging from corporate lender, to branch manager and Wealth Management Director. However, she was only satisfied professionally when she combined her finance knowledge with her passion to genuinely help people with their finances and their budget needs specifically.

 

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