Catherine Laurin
CFA

My Background

Catherine holds the Chartered Financial Analyst (CFA) designation and a Bachelor of Commerce from the University of HEC Montreal. She is accredited as a wealth management services specialist for high-net-worth clients and is fluent in English, French and Spanish. She joined BMO Nesbitt Burns in 1997 as an investment advisor and the team in July 2000. As a senior portfolio manager, she now co-leads the Anderson Laurin team. She is mainly responsible for managing, planning, overseeing and advising clients with their family wealth. Clients include many entrepreneurs, professionals, executives, public foundations, private corporations as well as retirees. Catherine is also involved with researching and selecting investment ideas, developing marketing strategies and contributes to the writing of the team’s client communications. Catherine currently serves as vice president of the board of the National Circus School and its Foundation. She also serves on the BMO Private Wealth Diversity, Equity and Inclusion Committee; BMO for Women East Council and the BMO Family Office Advisory Council. Catherine mentors young women on career development. She formerly served on the Nesbitt Burns IA Advisory Council; the Montreal chapter of the Women Presidents Organization; and the board of Pensionnat du Saint-Nom-de-Marie, an all-girl’s school.The proud mother of two boys, Catherine spends her leisure time skiing, snowshoeing, hiking, biking and enjoys traveling.