Catherine Lach, B.Comm., CIM®

Investment Advisor, Portfolio Manager and Financial Planner

Catherine Lach was an avid investor at a young age and earned a Bachelor of Commerce from Concordia University in Finance and Marketing in 1986. She began her career at Groupe Encore ITS, attaining the position of Vice President Business Development, then became an Account Manager at Rogers Communications assisting Fortune 500 companies – primarily the banking and insurance industry – to set up voice and data telecommunication networks.

Craving a long-term career based on lasting interpersonal relationships, she joined Edward Jones to train as an Investment Advisor in 2008, a very difficult time in the industry. Catherine staked everything to continue in the industry and has no regrets. A year later, a client referred her to BMO Nesbitt Burns, where she began assisting successful executives, professionals and business owners to preserve and grow their wealth though tax-efficient investment and insurance solutions and add meaning to their lives through strategic philanthropy.

Catherine holds the Financial Planner (Fin. Pl.), Portfolio Manager (PM), MFA-P (Master Financial Advisor – Philanthropy) designations. She has also earned her Derivatives, Fundamentals and Options License and her Life Insurance license with BMO Estate and Insurance Services Inc. Catherine was once a gentlewoman farmer who owned and ran an apple orchard in the farming community of Saint-Joseph-du-Lac. At harvest time, she invited family and friends to pick as many apples as they wanted and donated the remainder to local food banks. It is not surprising that Catherine is famous for her apple pie.

Yan Wei

Administration Associate

Yan was a Senior Customer Service Representative at Bank of Montreal for over 12 years prior to joining Nesbitt Burns Team in 2022 as an Administrative Assistant.

Her personal banking experience equipped her with a strong working knowledge of many banking processes, enabling her to provide excellent customer service in her new role.

Yan is primarily responsible for providing invaluable assistance with the administrative and operational needs of our clients. She is always ready to provide exceptional and prompt customer service to our clients.

Outside of work, Yan loves spending time with her family and children, friends, gardening, traveling to new and exciting destinations around the world.

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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.

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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.

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Olivier Paquin

Director, Tax Planning

Olivier is part of the specialized planning team within BMO Wealth Management where he acts as a tax and estate planner. His main focus is to assist high net worth clients and their families in reaching their objectives by making complex tax issues understandable, managing risks and identifying opportunities.

Olivier was called to the Quebec Bar in 2012. After completing his master’s degree in taxation, he worked for a well-known law firm based in Montreal where he advised business owners and professionals on a multitude of corporate, personal, and trust taxation issues. He also provided tax planning assistance on many corporate reorganizations, and business transfers.

Olivier joined BMO Wealth Management in 2016. He works in collaboration with professionals at BMO Private Wealth.

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Michel Bélanger

Trust and estate consultant

Michel has more than 28 years' experience in the financial planning industry.

He began his career in the life insurance and investment world as a financial security advisor with a major Canadian insurance company. In the early 2000s, he began a new career in banking with BMO. In private banking, Michel distinguished himself as a Financial Planner, Regional Investment Products Manager and Wealth Management Advisor.

Since 2021, he has held the position of Trusts and Estates Advisor. Drawing on his extensive experience in the world of financial planning, Michel has the knowledge and empathy to engage in emotional and often difficult discussions about estate and trust planning. Helping people in these sensitive moments is a great motivation for Michel, giving them the best possible advice and trusting that our clients will be surrounded by the best team of professionals.

On a more personal note, Michel is an avid fisherman, golfer and runner. He's also a great audiophile and music lover, and whenever he can, he likes to enjoy his home in the Gaspé Peninsula and his cottage on the Baie des Chaleurs.