Kate’s 10 years of experience in the financial services industry includes commercial lending, private equity, life insurance and estate planning.
Today she specializes in identifying and implementing integrated estate planning opportunities for Canada’s leading enterprising family and business owners. Over its fourty years, Pal Insurance has built a reputation for its expertise in the innovative use of life insurance and creative estate planning. Kate’s experience in co-leading Pal Insurance with her father, Joe, has given her an intimate understanding of the nuances of being part of a multigenerational family business. With that knowledge and insight, she is able to guide entrepreneurs and enterprising families through their long-term financial and estate planning with care and compassion. Kate believes that human and social priorities hold equal importance to technical facts and data.