Kate Lazier
Director & Lead Estate Planning and Philanthropy @CIBC
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WORK HISTORY
Director & Lead Estate Planning and Philanthropy @CIBC
EDUCATION
York University - Osgoode Hall Law School
LLB, Law
University of Toronto
Hons B.A., Peace and Conflict Studies
SKILLS
ABOUT KATE LAZIER
As the Director and Lead of Estate Planning and Philanthropy at CIBC, Kate specializes in assisting individuals and families crafting meaningful and effective estate plans and charitable gifts. Leveraging her extensive knowledge in estates, trusts, and charitable law, she assists clients in exploring strategies that facilitate seemless transitions and enhance tax efficiency. Kate is dedicated to helping families identify and prioritize the charitable causes that resonate with them. She takes great pleasure in sharing her insights on topics such as wills, powers of attorney, charitable gifts, philanthropy, donor-advised funds, and private foundations. 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 legal expertise in charity and non-profit law by the Canadian Legal Lexpert Directory and in estates and trust law by Best Lawyers in Canada.
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