Learning & Connecting
Constantly learning and connecting across our industry, the team at Legato strives to be a leading advisor in the Canadian life insurance industry focused on guiding business owners and their families.
Chartered Life Underwriter® (CLU®) Designation
Legato's Don Anderson received his Chartered Life Underwriter (CLU) designation in June 2022.
The Chartered Life Underwriter designation (CLU®) is recognized as Canada's premier wealth transfer and estate planning designation. Conferred in Canada exclusively by The Institute for Advanced Financial Education ("The Institute"), the CLU expands on the knowledge gained in the CFP education core curriculum with a focus on estate planning and wealth transfer.
From January 2018 to May 2022, Don completed the fifteen (15) required CLU courses covering a variety of topics including insurance, taxation (3), law, investments, and human behaviour including the final six-month course on wealth and estate planning. The CLU program was offered online, self-study and required successful completion of a timed, one to three (1 to 3) hour exam in order to pass each course.