2023 Conference & AGM


Katherine Pal, HBCom, CLU, FEA, CFP, CHS

President & Estate Planning Advisor, Pal Insurance Services Limited

Kate’s collaboration and attention to detail define her leadership and belief system—supporting others in being the best version of themselves, for themselves, their families, and their communities.

Her leadership fuses analytical strengths with more than a decade of tutelage from her founder father, Joe Pal, to provide a unique, astute understanding of succession continuity.

Her expertise is enhanced by experience in international markets and broader financial services, including work in private equity and corporate lending with private companies in Africa and Latin America.

Kate currently serves on the board of directors for the Conference for Advanced Life Underwriting (CALU).


Symposium Registration