​
LEGATO WEALTH MANAGEMENT
  • 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
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. 
Picture
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 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. 



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

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

Picture
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



Picture
2021 Manulife Elite Virtual Conference
Three-day, technical forum.

Picture
2020 Manulife Elite Conference 
San Diego, California.

Picture
 2019 Manulife University 
Whistler, BC.

Picture
2019 Manulife Elite Conference
Charleston, South Carolina, USA

Picture
2018 Manulife Elite Conference
San Francisco, California, USA
Picture

Picture
Advocis' 2019 Estate Planning Conference @ Italian Culture Centre, Vancouver, BC
Annual two-day event for industry education and communication.

Picture
Advocis' 2018 Estate Planning Conference @ Italian Culture Centre, Vancouver, BC
Annual two-day event for industry education and communication.

Picture

​#ConnectingCuriousMinds 2019 @ Vancouver Convention Centre on June 7th, 2019.

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