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Mission

Much like a conductor guiding an orchestra, we align the goals of our clients and the advice of their trusted advisors with our professional expertise to craft affordable, effective life insurance-based solutions.
 

​Our team delivers outstanding support and expertise in navigating the complexities of Canadian life insurance. We collaborate closely with clients and their trusted advisors to create tailored solutions that address both immediate needs and long-term financially-based, estate goals and objectives.

With a deep knowledge of corporate taxation and Canadian life insurance, we specialize in creating carrier-based life insurance solutions for succession, tax reduction strategies, insurability, and estate tax liquidity goals. Whether focused on family needs, shareholder or succession, tax-driven investments, or complex estate tax issues, we are committed to securing the best possible outcomes.

Our personalized solutions not only address current concerns but also align with each clients' broader financial, estate-focused objectives. Our proactive, goal-oriented approach emphasizes foresight and careful planning to ensure long-term financial security and success.

Keeping at the forefront of industry developments, our team continuously updates our practices to reflect the latest legislative changes, life insurance carrier strategies, and partnerships. Our clients benefit from the most current advice, innovative strategies, and expert insights, keeping them compliant and competitive.

​We take pride in the strong relationships that we build with our clients and professional partners. Recognizing that life insurance can be complex to navigate for our clients and their advisors, we make the process clear, focused, and tailored to your unique financial needs. Our client-centric solution is built on open communication, mutual collaboration, transparency, and a dedication to delivering customized solutions that align with your goals.

  

​Principles
Open to work with all clients.
Be professional at all times.
​Deliver the best possible value.
Practice continuous improvement.
Actively contribute within our communities.
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Copyright 2025 - Legato Wealth Management Inc. 

Our Mission 

As a boutique professional insurance advisory (LLQP, CLU) firm based on decades of business experience, we aim to provide high-quality customized services and solutions that create positive change and harmony in our client's futures, particularly successful business owners and their families.

Wealth planning should be a priority for all people living in Canada. Naturally starting with financial planning, a view to creating and managing wealth involves tax planning, family law issues, disability planning, estate planning and insurance planning. 

By working closely with professional advisors across the fields of wealth management, tax accounting, estate law, and charitable gifting, Legato's expertise helps develop an integrated wealth solution for each client scenario. 

By giving of our time and expertise in the fields of medical research, medical care and athletics, ​we're actively part of the communities in which we live. 

Our Principles
Welcome and work with all clients.
Be professional at all times.
​Deliver the best possible value.
Practice continuous improvement.
Actively participate within our communities.
Information about each of Legato's team members can be found online here.
Legato's life insurance solutions are available for Canadians and permanent residents residing in the province of British Columbia. 
Copyright 2020 - Legato Wealth Management Inc.
Photo by Aditya Chinchure on Unsplash