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LEGATO WEALTH MANAGEMENT
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"Pro Plan" for Professional Lawyers, Doctors & Accountants
by Don Anderson, P.Eng. CLU. in April 2025​

Advisor Plan for The Professional
​(Yes, for you this time!)


While you drive to be the best advisor for your clients and often give a considerable amount of your time and life to helping them, it's time to invest in yourself. 


Afterall, you and your family deserve some attention.

Whether you're starting your professional accounting, medical, or legal career, or just retiring for the golf course, take some time to look after your future, and the future of your family.

"You can never have too much life insurance" as recently stated by CD of Vancouver. 
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Protect & Prepare

Protect and Invest


The first and most important step is to get life insurance coverage in place, even if it's basic, affordable coverage while you're young and paying down your mortgage.

Short-term and long-term strategies can be developed once you're insured as that same coverage can last for life with good planning.

Term insurance is affordable, and high in value. The hidden gem lies in the automatic conversion to life-long coverage and protection, even if your health has changed a few years later.  

Many professionals "invest" in Canadian life insurance within their professional or holding corporation as the tax-free growth matches taxable GICS even though the insurance comes along as a bonus.

With forever lasting, permanent life insurance, you can make deposits for a few years till the policy is "paid up' and then STOP.
Planned right, you'll have $$ of life insurance for the rest of your life, without having to pay any more premiums! 


 

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Our Process

Successful Professionals


Smart professionals and family leaders start early in their careers and invest more than once.

Whether you're protecting your dependents, funding a shareholder buyout, or creating an enduring legacy, take steps today.
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Take the time for you, yourself, and your family. You're worth it! 
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Contact Us

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