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Together, Legato & Sorrell create a team of more than twenty (20) professional advisors in Western Canada including life insurance professionals, entrepreneurs, chartered accountants, lawyers, actuaries, life insurance underwriters, and client care specialists.
Specializing in estate and succession planning for successful families, we listen, reflect, and provide customized advice. Guided by Legato and Sorrell, these business owners and investors select and implement their preferred solution(s) to achieve their inter-generational and financial goals. Leveraging our extensive underwriting experience and partnerships with Canada's leading life insurance carriers, we offer unique industry solutions. Our dedicated client care team at Sorrell ensures families receive exceptional support, now and for generations to come. Trust Legato & Sorrell to deliver outstanding guidance in this vital component of your family's future. |