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    Catherine Lach
    CIM, MFA-P, Fin. Pl.


    1501 McGill College Avenue
    Suite 3200
    Montréal, QC H3A 3M8


      English, French

    My Background

    My mission is to help my clients protect their capital and transfer it to their successive generations tax-efficiently. I am well positioned to address their financial complexities and top priorities. These most often include: Maximizing tax-efficiency in cash flow management, investing, asset structuring, and estate planning. Retirement planning – ensuring people have enough money invested to fund a long retirement and deliver complete financial planning services to bring them peace of mind Strategic philanthropy – helping clients leave a meaningful legacy that honours their values and commemorates their lives rather than transfer a large portion of their assets to the taxman. As a Master Financial Advisor – Philanthropy (MFA-P), philanthropic planning is at the heart of my practice. Only 15-20% of Financial Advisors in Canada are women. The CFA Institute of Canada stipulates that women provide a better holistic view, are good listeners and tend to be better at explaining financial concepts, in simple plain language, than men.

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    BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

    ®Registered trademark of Bank of Montreal, used under license.

    Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.