​
LEGATO WEALTH MANAGEMENT
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Sun Life
Annual Premium Deposits
To make each annual premium deposit to Sun Life using online banking,
  • Log in to the bank account of the policy owner (personal or corporate)
  • Create a new Payee as follows:

For the Payee, select the listing titled: 
​
Sun Life Personal Insurance

For the Account Number, add the letters LI to the policy number, without any spaces, commas or dashes:
  • Sun Life Policy Number: LI-W333,444-6
  • Enter the Account Number as: LIW333446
  • Press "save" to store this Payee account

​Use this Payee to make each annual deposit on the policy date. 

​
Canada Life
Annual Premium Deposits
To make each annual premium deposit to Canada Life using online banking, 
  • Log in to the bank account of the policy owner (personal or corporate)
  • Create a new Payee as follows:

For the Payee, select the listing titled:
​Canada Life - Insurance Premium
​

For the Account Number:
  • Canada Life Policy Number: 1234567
  • Enter the Account Number as: 1234567
  • Press "save" to store this Payee account.

​Use this Payee to make each annual deposit on the policy date. 
Manulife
Annual Premium Deposits
To make each annual premium deposit to Manulife using online banking,
  • Log in to the bank account of the policy owner (personal or corporate)
  • Create a new Payee as follows:

​For the Payee, select the listing titled:
​
Manulife Individual Insurance

For the Account Number, add the letters ILC to the policy number, without any spaces, commas or dashes:
  • Manulife Policy Number: 1234567
  • Enter the Account Number as: ILC1234567
  • Press "save" to store this Payee account

​Use this Payee to make each annual deposit on the policy date. 
Equitable Life
Annual Premium Deposits

To make each annual premium deposit to Equitable Life using online banking,
  • Log in to the bank account of the policy owner (personal or corporate)
  • Create a new Payee as follows:

​For the Payee, select the listing titled:
​
Equitable Life - Individual Life & CI

For the Account Number:
  • Equitable Life Policy Number: 123456789
  • Enter the Account Number as: 123456789
  • Press "save" to store this Payee account.

​Use this Payee to make each annual deposit on the policy date. 

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
  • Onboarding