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Legato Legacy Planning Ltd.
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    • Tax Free on Death
    • 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

Legato Legacy Planning
Professional Life Insurance Advisory
​in Estate & Legacy Planning
For Successful 
Families, Business Owners, and Professionals.
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Top Photo: Recent Parkinson's Disease (PD) event
at the University of British Columbia
Middle Photo: AI generated photo construct 


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Our Process

About Legato


Legato Legacy Planning is a privately owned, independent agency dedicated to offering personalized legacy 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.

Legato's team extends to partner 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 on this page generated by Claude AI.​
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About

Copyright 2026 - Legato Legacy Planning Ltd. 

  • 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
    • Tax Free on Death
    • 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