KP
Kate Pal
President & Estate Planning Advisor at Pal Insurance
View Kate's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
President & Estate Planning Advisor
Sep 2010 - Present · 14 years and 4 months
Investment Analyst
Feb 2009 - Jun 2010 · 1 years and 4 months
Financial Analyst
Nov 2006 - Feb 2009 · 2 years and 3 months
Company Details
11-50 Employees
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.
Year Founded
1976
Social Media
Linkedin
Industry
Financial Services
HQ Location
1046 Yonge St Toronto, Ontario M4W 2L1, CA
Keywords
--
Discover More About Cleveland Clinic

Find verified contacts of Kate Pal in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.