"What if your partner had not come home last night, would your family and company's future be protected?"
A poignant question especially when one has dependent family members, business partners, or employees. By taking proactive steps with Legato, an unexpected life loss may be calmed and a wealth transition afforded. At Legato, we listen, learn, and focus on the specific goals and objectives of each client's situation in order to create the most suitable, affordable life insurance-based strategy(s). |
"What is your long term plan?" asks the trusted tax advisor.
Once Canadians families have built their success, it makes sense that they'll want to create an effective, affordable financial and legal plan to transition those assets to the next generation. Doing an estate freeze? Legato solutions should be implemented with each estate freeze. Our solutions based on the Canadian life insurance industry lower the cost of each transition, generation to generation. By working in concert with tax accountants and estate lawyers, Legato becomes a key part of the professional advisory. . |
For decades, many of Canada’s wealthiest families have utilized insurance strategies to invest personal and corporate assets, protecting those monies from taxation now and in the future.
When the banks and private wealth management firms do not offer the expertise nor spend the time to review these advantageous strategies with their clients, Legato can step in to create the long-term positive impacts. Legato Wealth explores the family goals and objectives, then develops customized, affordable insurance-based strategies that address each legacy situation. Legato has formed strategic relationships with leading professional advisors and associations to become leader advisors in the industry. |