Catherine Lach, B.Comm., CIM®
Investment Advisor, Portfolio Manager and Financial Planner
Kyle Ives
Private Banker
Led by a solid understanding of wealth creation and complex financing solutions, I am driven to help clients meet their financial goals and unique wealth needs. Working collaboratively with our team, I deliver bespoke solutions to our valued clientele in a timely fashion and with close attention to detail.
My background in finance and experience within the banking industry has provided me with a high degree of analytical skills and critical thinking abilities that have proven to be an asset when creating and managing sophisticated, diversified wealth management portfolios. With a strong business development aptitude, I provide my clients with tailor-made credit solutions and their day-to-day banking foundations.
In my free time, I enjoy boxing and the outdoors with my dog, Milo. I am also an epicurean, who loves discovering Montréal’s culinary scene.
Suzanne Desy, D.D.N., TEP, LL.B
Director, Tax Planning
After completing in-depth taxation courses with the Canadian Institute of Chartered Accountants, Suzanne worked for a chartered accounting firm with business owners and professionals on complex corporate, personal, and fiduciary issues. She has also been involved in corporate restructuring and business transfers. Suzanne also worked for a major insurance company, where she was interested in tax planning and wealth management and developed custom solutions for wealthy business owners and families.
She advises high-net-worth clients and their families achieve their goals by explaining complex tax concepts and helping them manage risks and identify opportunities.
Jean-François Hébert
Senior Vice President, Financial Security Advisor
Jean-François provides Canadian investors with insurance solutions to enhance their wealth. He has been with BMO Financial Group since 2014 and has worked with national accounts for over 15 years, helping high-net-worth families increase their wealth, realize substantial tax savings, and develop their business succession plans.
Jean-François has completed rigorous training and acquired over 20 years of experience in the financial services industry.