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"What if your partner had not come home last night, would your family and company's future be protected?"
A poignant question especially when one has dependent family members, business partners, or employees. By taking proactive steps with Legato, an unexpected life loss may be calmed and a wealth transition afforded. At Legato, we listen, learn, and focus on the specific goals and objectives of each client's situation in order to create the most suitable, affordable protection strategy. |
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Do you have confidence that your wealth will pass on to the next generation the way you would like? Have you planned for the amount of tax payable at your death?
Many successful Canadians work tirelessly to build their wealth yet neglect planning for their passing. A properly structured life insurance-based estate tax strategy can ensure your assets will pass on to your loved ones in the most tax-efficient way possible. . |
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For decades, many of Canada’s wealthiest families have utilized insurance strategies to invest personal and corporate assets, protecting those monies from taxation now and in the future.
When the banks and private wealth management firms do not offer the expertise nor spend the time to review these advantageous strategies with their clients, Legato can step in to create the long-term positive impacts. Legato Wealth explores each family's goals and objectives, then develops customized, affordable insurance-based strategies that address each legacy situation. Legato shares strategic relationships with a diverse range of professional advisors and associations across the industry. |