Catherine Lach
CIM, MFA-P

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.