​

Legato Form Page 1

Personal Information


Your middle name?



Contact Information



Financial Advisor

Name of your financial advisor?


Please Defined The Importance Of These Goals?

If your family depends upon your employment income, depends upon you in your role within the family to support the employed partner, or you own shares of a private corporation, do you agree that it’s a priority to protect your family in the case of an unexpected health or life event happening to you?


If you plan to pass your family business, summer home or other important asset to the next generation, would you like some guidance in how to afford that succession?


Would you like to understand how to preserve and slowly grow some of your savings over the next 10-15 years with a low risk alternative investment?


Would you like to reduce or eliminate some of your current and future taxes using standard tax breaks beyond the RRSP and TFSA?


Do you have a desire to protect the privacy of some of your financial and legacy plans?


Click this button to submit this information to Legato

Legato Form Page 2

Personal Information

Your date of Birth?
(dd/mm/yyyy)
Your gender?

Your height?

Your weight?


Your Home




formDemo.html

NATIONALITY AND IDENTIFICATION

Please specify your nationality? (select one or more)



formDemo.html

YOUR HEALTH AND SPORTS

Do you have any significant medical history now or in the past? Do you take prescription drugs? If so, briefly describe as appropriate.

Are you a smoker or non-smoker of cigarettes, marijuana or heaver drugs?

How would you describe your health?

SPORTS AND ACTIVITIES
Please list your current sports and activities?


formDemo.html

YOUR IMMEDIATE FAMILY

Name of your partner/spouse?

Birthdate of partner/spouse?
(dd/mm/yyyy)
Your personal marital status?


CHILDREN:
Number of Children?

How many children and adults are dependent on you?


Name of your first child?

Birthdate of first child?
(dd/mm/yyyy)

Name of your second child?

Birthdate of second child?
(dd/mm/yyyy)

Name of your third child?

Birthdate of third child?
(dd/mm/yyyy)

Name of your fourth child?

Birthdate of fourth child?
(dd/mm/yyyy)

CLICK THIS BUTTON TO SUBMIT THIS INFORMATION TO LEGATO

Legato Form Page 3

FORM PAGE 3 CONTENT HERE

Copyright 2024 - Legato Wealth Management Inc.