In her role as President & Estate Planning Advisor, Kate specializes in identifying and implementing integrated estate planning opportunities for Canada’s leading enterprising family and business owners. Kate’s experience in leading Pal Insurance together with her father, Joe, has given her an intimate understanding of the nuances associated with 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. Prior to joining Pal Insurance, Kate worked in emerging markets private equity, and commercial banking. Pal Insurance is a respected, multi-generational advisory firm that has been proudly sharing knowledge and ingenuity with Canadian entrepreneurs and families for over 45 years.Engage in bespoke estate planning driven by principles and practices that deliver performance: enhancing wealth and legacies.VISION Authentic and respected, a leader in bespoke insurance and estate planning for prominent multi-generational families and leading entrepreneurs.MISSION Mindfully empowering Canada’s wealthiest families to harness the full potential of insurance and estate planning strategies with trusted, innovative solutions.PURPOSE Confident, curious, and conscientious knowledge-sharers, committed to navigating the complexity of transferring wealth to engineer family legacies.