Kate Lazier, Ll.B, Cfp
About Kate Lazier, Ll.B, Cfp
Kate Lazier, Ll.B, CFP, is the Director of Philanthropy and Legacy Planning at CIBC. She has extensive experience in charity, non-profit, estates, and trust law, having worked at various prestigious law firms in Toronto.
Director Of Philanthropy And Legacy Planning at CIBC
Kate Lazier is currently employed at CIBC as the Director of Philanthropy and Legacy Planning. She has held this position since 2020. In her role, she is responsible for guiding clients through the complexities of philanthropy and legacy planning, utilizing her extensive background in charity and non-profit law, estates, and trust law.
Wealth Strategist Experience at CIBC
Prior to her current role, Kate Lazier served as a Wealth Strategist at CIBC from 2018 to 2020 in Hamilton, Ontario. During her tenure, she focused on developing and implementing strategies that helped clients build, conserve, and transition their wealth. Her expertise in estate planning and charitable giving played a pivotal role in delivering tailored financial solutions.
Partner at Miller Thomson LLP
Kate Lazier was a partner at Miller Thomson LLP from 2006 to 2018. During her 12-year tenure in Toronto, she earned recognition for her work in charity and non-profit law, later being featured in the Canadian Legal Lexpert Directory. Her responsibilities included providing legal counsel to a variety of non-profit and charitable organizations, involving governance, regulatory compliance, and strategic planning.
Law Career at Blake, Cassels & Graydon LLP
Kate Lazier began her legal career at Blake, Cassels & Graydon LLP, where she worked from 2001 to 2006. Initially joining as a Summer and Articling Student, she progressed to the role of Associate Lawyer. Over five years, she gained experience in various facets of corporate law, laying the groundwork for her future specialization in charity and non-profit law.
Educational Background and Legal Qualifications
Kate Lazier pursued her legal education at York University’s Osgoode Hall Law School, earning her LL.B. from 1999 to 2002. She earlier completed her undergraduate studies at the University of Toronto with an Honours B.A. in Peace and Conflict Studies from 1995 to 1999. She also attended Hillfield Strathallan College from 1990 to 1995, where she built a strong academic foundation.
Recognitions and Expertise in Law
Over her career, Kate Lazier has received several accolades for her professional expertise. She has been recognized by the Canadian Legal Lexpert Directory for her proficiency in charity and non-profit law. Additionally, she has been acknowledged by Best Lawyers in Canada for her expertise in estates and trust law. Her contributions to the field have established her as a respected figure in legal and philanthropic circles.