- The Pair: Estate Freeze & Legato Plan
- 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
Backed by decades of business experience, our boutique professional insurance advisory firm aims to provide high-quality customized services and solutions that create positive change and harmony in our client's futures, particularly successful business owners and their families.
Mission & Principles
Wealth planning should be a priority for all people living in Canada coordinate investment management, tax planning, family law, disability planning, estate planning and insurance planning.
Welcome and work with all clients.
Be professional at all times.
Deliver the best possible value.
Practice continuous improvement.
Actively participate within our communities.
Legato's life insurance solutions are available for Canadians and permanent residents residing in the province of British Columbia.
Each Legato team members actively donates time and energy into making our community better, even Wall-E.
By working closely with professional advisors across the fields of wealth management, tax accounting, estate law, and charitable gifting, Legato's expertise helps develop an integrated wealth solution for each client scenario.
By giving of our time and expertise in the fields of medical research, medical care and athletics, we're actively part of the communities in which we live.
Professional education year-round through Advocis and the Institute for Advanced Financial Education.