About Catherine Lach

I have been a Financial Advisor for 15 years. Strategic philanthropy and charitable giving are an extension of my personal beliefs and convictions. I can help you implement strategies that will have a long-term impact and enduring difference in your community and create a lasting family legacy.

As a Master Financial Advisor – Philanthropy (MFA-P), I specialize in helping clients articulate their values and support their favorite causes and organizations while significantly minimizing their tax burdens. Most clients have strong goals to make a lasting difference in the world, so my philanthropic planning designation helps me serve their interests and sets me apart, especially in the province of Quebec.

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.

Once a gentlewoman hobby farmer, I  ran a small apple orchard in the farming community of Saint-Joseph-du-Lac. At harvest time,  family, friends and clients helped to pick the produce for  donation to local food banks.

Typical Clients

Predominantly advising women, business owners, physicians,  corporate executives, and their affluent families; I design tailored portfolio solutions and complete wealth plans based on each client’s specific requirements. I am well positioned to address their financial complexities and top priorities.