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Photo taken in Fall 2023 - left to right: Don Anderson of Legato Wealth Three estate & tax advisors from Manning Elliott One estate lawyer from DLA Piper. |
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Legato Wealth is a privately owned, independent agency dedicated to offering personalized life insurance and estate tax advice to high net worth families living in British Columbia & Alberta.
Our independence enables us to work with leading tax accountants, estate lawyers and financial advisors, alike. Legato's team extends to twenty-five professionals in estate tax, life insurance, accounting, law, and client service. The company name Legato derives from the musical term for the curved line drawn under a string of notes that instructs the musician to transition smoothly from note to note. Image at the top of this page generated by OpenAI. |