Learning & Connecting at

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.

Since 2022, the Estate Planning Council of Vancouver (EPCV)

Since 2022, Don has been an active member of this professional association with other estate planning professionals in law, trusts, financial management, family consulting, and more, gaining valuable ongoing education on the wide range of topics related to estate planning.

The Estate Planning Council of Vancouver was established in 1961 by a group of lawyers, accountants, life insurance advisors, and trust company trust officers to help each other understand the myriad of rules surrounding estate administration after the government of WAC Bennett introduced the Succession Duty Act.

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 recognised 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 focused 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.

2024 Advocis Greater Vancouver - Financial Planning Summit 2024
Vancouver, British Columbia

Full day seminar focused on financial, estate, and tax preparedness.

2023 Proactive Estate Planning Seminar hosted by Manning Elliott accountants
Hyatt Regency Hotel, Vancouver, BC

Legato's Don Anderson was invited to speak with Manning Elliott's tax partners Abbe Chivers and Andrea Armitage to an audience of approx 70 clients of Manning Elliott