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Legato Wealth Management
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Checklist & Premium Payments - Sun Life
Define Goals and Review Client Information
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  • Driver's License (Box) and SIN

Online Application to Sun Life
  • Sun eApp 
  • Corporate owner
    • Business number 
    • #5091 Corporate Resolution form
    • #4545 International Tax Classification
  • Sun #E96 - Financial Questionnaire for personal and corporate​
  • Large App: Sun #4831 Identify Third Party AML
  • Non face-to-face: Sun #4355 NF2F form
  • Replacement: complete LIRD
  • Upload forms
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Copyright 2022 - Legato Wealth Management Inc.

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
    • Creating & Distributing Wealth
    • Key Understandings
    • Legato Plans
    • Philanthropy
    • Steps to Legato1
    • Policy Search
    • Will Search
  • Articles
    • 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