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Articles
- Vacation Properties - Keep Em'
- 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
Barbara Henning
Co-Founder and Managing Partner
[email protected] From Europe to Canada, Barbara's knowledgeable and often direct approach has impacted and guided many people; from musical superstars and international business managers to highly innovative entrepreneurs and their families. Originally from the Bavarian city of Munich, Germany and now also a Canadian citizen, Barbara lives in Vancouver, BC. At Legato, Barbara guides our company in every effort we make towards helping our clients achieve their goals. A motivated athlete, Barbara competed in international ski racing as a young adult. By working out every day, Barbara continues on her path of recovery following an unexpected hemorrhagic stroke that required immediate neurosurgery in the Fall of 2016. Whenever possible, Barbara will head to the Tyrolian mountains of Austria or to the slopes of Whistler. |
Don Anderson, CLU®
Co-Founder & President
[email protected] Don offers his professional insurance expertise as a Chartered Life Underwriter (CLU) based on his many business and investment experiences over the past three decades. As a serial entrepreneur prior to Legato, Don was a member of the senior leadership team in three technology companies of western Canada and Silicon Valley that grew from fresh startup to public listing. As a professional life insurance advisor, Don has been registered with the Insurance Council of British Columbia since 2014, the Alberta Insurance Council since 2022 and the Financial Services Regulatory Authority of Ontario since July 2nd, 2024. Don obtained his Chartered Life Underwriter (CLU) professional designation in the Spring of 2022 after completing Canada's course curriculum covering corporate taxation, insurance, estate law and wealth planning over a four years time frame. A graduate of the University of British Columbia in 1985 with a Bachelor's Degree in Applied Science (Mechanical Engineering), Don remained a registered Professional Engineer in British Columbia for 25 years. Canada's many excellent choices of non-alcoholic beverages has recently led to Don's extension of his healthy lifestyle to being able to drive his car or boat anywhere, anytime, even after the party or event. As the chair of the Pacific Parkinson's Research Institute (PPRI), a charity that supports the Parkinson's Disease research at the University of British Columbia, Don continues to give a considerable amount of his time to his community. |