Kate Lazier, LLP, CFP®
As part of our CIBC Family Office team, Kate helps clients consider their social legacy, whether that means giving to charities and non-profits, volunteering or making socially responsible investments.
Kate is a lawyer called to the Bar in Ontario and is a certified financial planner (CFP). Prior to joining CIBC, she spent 15 years practicing charity and non-profit law at a national law firm. Kate has been recognized for her expertise by the Canadian Legal Lexpert Directory and Best Lawyers in Canada. She is an executive member of the Charity and Not-for-Profit Section of the Canadian Bar Association.
Kate is a frequent writer and speaker on charity and non-profit issues.