Investment Advisor
CurrentAssisting successful executives, professionals and business owners with preserving and growing their wealth though the use of tax efficient insurance and investment solutions.
Sep 2009 - Present
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Catherine Lach, Fin. Pl., Mfa-P Email & Phone Number
Investment Advisor
at
BMO Nesbitt Burns
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Investment Advisor
Location
Montreal, Quebec, Canada
Company size
Who is Catherine Lach, Fin. Pl., Mfa-P? Overview
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Catherine Lach, Fin. Pl., Mfa-P is listed as Investment Advisor at BMO Nesbitt Burns, a with 2284 employees, based in Montreal, Quebec, Canada. AeroLeads shows a matched LinkedIn profile for Catherine Lach, Fin. Pl., Mfa-P.
Catherine Lach, Fin. Pl., Mfa-P previously worked as Investment Advisor at Edward Jones and Account Manager at Rogers Communications (Sprint Canada). Catherine Lach, Fin. Pl., Mfa-P holds Chartered Investment Manager, Investments And Securities from Canadian Securities Institute.
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BMO Nesbitt Burns
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Profile bio
About Catherine Lach, Fin. Pl., Mfa-P
Specialties: Designing tailored portfolio solutions based on each client's specific requirements: maximizing tax efficient cash flow, protection of capital and transferring wealth to the successive generations. Certified as a Financial Planner (Fin. Pl.), Portfolio Manager (PM), MFA-P (Master Financial Advisor - Philanthropy) and Options licensed. Any postings on social media are my own and do not necessarily reflect BMO’s position or viewpoints. The information herein is forCanadian residents only and does not constitute any financial, legal, tax, investment or other advice. Please do not post any personal orconfidential information on this site. Should you wish to discuss your personal financial circumstances please contact us directly. Previousresults are not indicative of future results. BMO Nesbitt Burns Inc. (BMO NBI) provides this commentary to clients for informationalpurposes only. The information contained herein is based on sources that we believe to be reliable, but is not guaranteed by us, may beincomplete or may change without notice. The comments included in this document are general in nature, and professional adviceregarding an individual’s particular position should be obtained. BMO NBI is a subsidiary of Bank of Montreal and Member-CanadianInvestor Protection Fund. “BMO (M-bar Roundel symbol)” is a registered trademark of Bank of Montreal, used under license.“Nesbitt Burns” is a registered trademark of BMO NBI, used under license.
Current workplace
Catherine Lach, Fin. Pl., Mfa-P's current company
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4 roles · 35 years
Catherine Lach, Fin. Pl., Mfa-P work experience
A career timeline built from the work history available for this profile.
Investment Advisor
Retirement planning, children's education funds, helping individuals reach their financial objectives.
Jan 2008 - Apr 2009
Account Manager
Rogers Communications (Sprint Canada)
Assisted Fortune 500 companies with their voice and data telecommunications needs.
Jun 2000 - Jun 2007
Vice President Business Development
Groupe Encore Its
1992 - 2000
~8 yrs
3 education records
Catherine Lach, Fin. Pl., Mfa-P education
Chartered Investment Manager, Investments And Securities
Canadian Securities Institute
Financial Planning Certification, Financial Planning And Services
Institut Quebecois De Plannification Financiere
Bachelor Of Commerce (B.Com.), Marketing And Finance
FAQ
Frequently asked questions about Catherine Lach, Fin. Pl., Mfa-P
Quick answers generated from the profile data available on this page.
What company does Catherine Lach, Fin. Pl., Mfa-P work for?
Catherine Lach, Fin. Pl., Mfa-P works for BMO Nesbitt Burns.
What is Catherine Lach, Fin. Pl., Mfa-P's role at BMO Nesbitt Burns?
Catherine Lach, Fin. Pl., Mfa-P is listed as Investment Advisor at BMO Nesbitt Burns.
Where is Catherine Lach, Fin. Pl., Mfa-P based?
Catherine Lach, Fin. Pl., Mfa-P is based in Montreal, Quebec, Canada while working with BMO Nesbitt Burns.
What companies has Catherine Lach, Fin. Pl., Mfa-P worked for?
Catherine Lach, Fin. Pl., Mfa-P has worked for Bmo Nesbitt Burns, Edward Jones, Rogers Communications (Sprint Canada), and Groupe Encore Its.
How can I contact Catherine Lach, Fin. Pl., Mfa-P?
You can use AeroLeads to view verified contact signals for Catherine Lach, Fin. Pl., Mfa-P at BMO Nesbitt Burns, including work email, phone, and LinkedIn data when available.
What schools did Catherine Lach, Fin. Pl., Mfa-P attend?
Catherine Lach, Fin. Pl., Mfa-P holds Chartered Investment Manager, Investments And Securities from Canadian Securities Institute.
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