Alan Kotai Email & Phone Number | In 2021, after a 28 year career in traditional wealth management, I launched EstateLine: An integrated estate services company. EstateLine is the trusted third party that families rely on to organize their estate plans for aging, late in life care, wealth transfer, and succession. As events happen EstateLine is there to guide families at their time of need to streamline the administrative burden and reduce the uncertainty triggered as a family member becomes dependent, incapacitated, or dies.

Alan Kotai

In 2021, after a 28 year career in traditional wealth management, I launched EstateLine: An integrat...
North Vancouver, British Columbia, Canada

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Alan Kotai’s Location North Vancouver, British Columbia, Canada

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Alan Kotai’s Prior Industry Rgf Integrated Wealth Management

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Founder and CEO

2021-04-01 00:00:00 - Present

Financial Advisor + Portfolio Manager

1993-05-01 00:00:00 - 2021-03-01 00:00:00

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Alan Kotai is a In 2021, after a 28 year career in traditional wealth management, I launched EstateLine: An integrated estate services company. EstateLine is the trusted third party that families rely on to organize their estate plans for aging, late in life care, wealth transfer, and succession. As events happen EstateLine is there to guide families at their time of need to streamline the administrative burden and reduce the uncertainty triggered as a family member becomes dependent, incapacitated, or dies.