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LEGATO WEALTH MANAGEMENT
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    • 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
  • Onboarding

Successful Life, Smooth Legacy

Legato Wealth Management
Professional Advisory in Canadian Life Insurance
For Successful 
Families, Business Owners,
​and Incorporated Professionals.

Working with their Trusted Advisors

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Legato brings a down-to-earth approach to every discussion.


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Our Process

About Legato


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.

​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.​
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About

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
  • Onboarding