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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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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 2025 - Legato Wealth Management Inc. 

  • Home
  • About
    • Mission & Principles
    • Our People
    • Strategic Relationships
    • Community
    • Learning & Connecting
    • Contact
    • Meeting Legato >
      • Pre-Application Review
      • Application Process
      • Meeting Checklists
      • Parking
    • Premium Deposits
  • Advice
    • Our Process
    • Protect & Prepare
    • Investing in Life Insurance
    • Pro Plan
    • Philanthropy >
      • My PAR Gift
      • What Is My PAR Gift
      • My PAR Gift - FAQ
    • Policy Search
    • Will Search
  • Articles
    • Be The One
    • Part 1: The Estate Freeze
    • Part 2: Investing For The Estate Freeze
    • Unlocking Intergenerational Succession
    • Freeze, Fund, & Feature
    • Tax Apportionment in Estate Planning
    • Beneficiary Designations and Resulting Trusts Revisited
    • Part 1: Legacy Gifting Private Company Shares
    • Part 2: Legacy Gifting Private Company Shares
    • Reduce Estate Shrinkage
    • Take Time For Your Legacy
    • Take Five
    • Look Across
    • Lest We Forget
    • Retirement Income