​
LEGATO WEALTH MANAGEMENT
  • Home
  • About
    • Mission & Principles
    • Our People
    • Strategic Relationships
    • Community
    • Learning & Connecting
    • Contact
    • Meeting Legato >
      • Meeting Checklists
      • Parking
      • Review Online
  • Solutions
    • Invest For Succession
    • Legato "Fund" for Estate Freeze
    • My PAR Gift
    • Philanthropy
    • Creating & Distributing Wealth
    • Legato Plans
    • Steps to Legato1
    • Policy Search
    • Will Search
  • Articles
    • The Pair: Estate Freeze & Legato Plan V2
    • 70 Years and 214 Days
    • Tax Apportionment in Estate Planning
    • Beneficiary Designations and Resulting Trusts Revisited
    • Reviewing A Shareholder's Agreement
    • Part 1: Legacy Gifting Private Company Shares
    • Part 2: Legacy Gifting Private Company Shares
    • Life Insurance As Fixed Income Plus
    • Smooth Transitions
    • Reduce Estate Shrinkage
    • Take Time For Your Legacy
    • Protect Your GrandChildren
    • Another Asset Class
    • Take Five
    • Inheritance & Taxation
    • Cash Me If You Can
    • Think Wider
    • Succession Planning
    • Legato 3
    • Retirement Income
    • Look Across
    • Lest We Forget
    • Partners In Search For A Cure

Happy Life, Smooth Legacy

Prepare and Protect


Prepare for the Inevitable

Protect for the Unexpected
​
​

Invest For Succession

Legato


Legato Wealth is a privately owned, independent life insurance agency dedicated to offering personalized life insurance services in British Columbia. Our independence enables us to work with leading tax accountants, estate lawyers and financial advisors to the best interest of each of our clients.

The company name derives from the musical term Legato, which is the curved line drawn under a string of notes instructing musicians to transition smoothly from note to note. ​ ​

​
About

Be A Hero


Support your community now and in the future.
​Utilize Legato's expertise to maximize giving back to the community.
​
​

Learn More

Copyright 2023- Legato Wealth Management Inc. 

  • Home
  • About
    • Mission & Principles
    • Our People
    • Strategic Relationships
    • Community
    • Learning & Connecting
    • Contact
    • Meeting Legato >
      • Meeting Checklists
      • Parking
      • Review Online
  • Solutions
    • Invest For Succession
    • Legato "Fund" for Estate Freeze
    • My PAR Gift
    • Philanthropy
    • Creating & Distributing Wealth
    • Legato Plans
    • Steps to Legato1
    • Policy Search
    • Will Search
  • Articles
    • The Pair: Estate Freeze & Legato Plan V2
    • 70 Years and 214 Days
    • Tax Apportionment in Estate Planning
    • Beneficiary Designations and Resulting Trusts Revisited
    • Reviewing A Shareholder's Agreement
    • Part 1: Legacy Gifting Private Company Shares
    • Part 2: Legacy Gifting Private Company Shares
    • Life Insurance As Fixed Income Plus
    • Smooth Transitions
    • Reduce Estate Shrinkage
    • Take Time For Your Legacy
    • Protect Your GrandChildren
    • Another Asset Class
    • Take Five
    • Inheritance & Taxation
    • Cash Me If You Can
    • Think Wider
    • Succession Planning
    • Legato 3
    • Retirement Income
    • Look Across
    • Lest We Forget
    • Partners In Search For A Cure