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