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Legato Wealth Management
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    • Part 1: Legacy Gifting Private Company Shares
    • Part 2: Legacy Gifting Private Company Shares
    • Life Insurance As Fixed Income Plus
    • Smooth Transitions
    • Reduce Estate Shrinkage
    • Take Time For Your Legacy
    • Protect Your GrandChildren
    • Another Asset Class
    • Take Five
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    • Look Across
    • Lest We Forget
    • Partners In Search For A Cure
Pre-Appointment Review - Page One

PERSONAL INFORMATION



CONTACT INFORMATION



FINANCIAL ADVISOR

Name of your financial advisor?


PLEASE DEFINE THE IMPORTANCE TO YOU OF EACH OF THESE GOALS?

If your family depends upon your employment income, depends upon you in your role within the family to support the employed partner, or you own shares of a private corporation, do you agree that it’s a priority to protect your family in the case of an unexpected health or life event happening to you?


If you plan to pass your family business, summer home or other important asset to the next generation, would you like some guidance in how to afford that succession?


Would you like to understand how to preserve and slowly grow some of your savings over the next 10-15 years with a low risk alternative investment?


Would you like to reduce or eliminate some of your current and future taxes using standard tax breaks beyond the RRSP and TFSA?


Do you have a desire to protect the privacy of some of your financial and legacy plans?


CLICK THIS BUTTON TO SUBMIT THIS INFORMATION TO LEGATO
* For a healthy, non-smoker applicant under 60 years of age. 
Higher levels of insurance coverage are available. 

For privacy protection, this information directly connects into our business management system (Salesforce.com).  
Copyright 2021 - Legato Wealth Management Inc.

Copyright 2023- Legato Wealth Management Inc. 

  • Home
  • About
    • Mission & Principles
    • Our People
    • Strategic Relationships
    • Community
    • Learning & Connecting
    • Contact
    • Meeting Legato >
      • Meeting Checklists
      • Parking
      • Review Online
  • Solutions
    • Creating & Distributing Wealth
    • Key Understandings
    • Legato Plans
    • Philanthropy
    • Steps to Legato1
    • Policy Search
    • Will Search
  • Articles
    • The Pair: Estate Freeze & Legato Plan
    • 70 Years and 214 Days
    • Tax Apportionment in Estate Planning
    • Beneficiary Designations and Resulting Trusts Revisited
    • Reviewing A Shareholder's Agreement
    • Part 1: Legacy Gifting Private Company Shares
    • Part 2: Legacy Gifting Private Company Shares
    • Life Insurance As Fixed Income Plus
    • Smooth Transitions
    • Reduce Estate Shrinkage
    • Take Time For Your Legacy
    • Protect Your GrandChildren
    • Another Asset Class
    • Take Five
    • Inheritance & Taxation
    • Cash Me If You Can
    • Think Wider
    • Succession Planning
    • Legato 3
    • Retirement Income
    • Look Across
    • Lest We Forget
    • Partners In Search For A Cure