Catherine Lach
CIM, MFA-P, Fin. Pl.
Address
1501 McGill College AvenueSuite 3200
Montréal, QC H3A 3M8
Languages
-
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 â 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 â 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 â 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.Get directions
Please enter an address.®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.