LEGATO WEALTH MANAGEMENT
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
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
Get In Touch With Legato
Don Anderson
President & Licensed Advisor
[email protected]
Barbara Henning
Managing Partner
[email protected]
Office location: 103 - 1678 West Broadway, Vancouver, BC V6J-1X6
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
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