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LEGATO WEALTH MANAGEMENT
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    • Be The One
    • Part 1: The Estate Freeze
    • Part 2: Investing For The Estate Freeze
    • Unlocking Intergenerational Succession
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    • 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
Strategic Relationships
Canadian Life Insurance Carriers & MGA
Manulife Insurance
Equitable Life 
Sun Life 
Canada Life 
​SSQ
​
HUB Financial 

Tax Accountants
DMCL 
Manning Elliot
D&H Group

Estate Lawyers & Trusts
Clark Wilson
Richards Buell Sutton​
​​Solus Trust

Business Consultants
Bellrock Benchmarking Inc.

Industry Partners
Advocis
The Institute for Advanced Financial Education

Technology
​Legato has implemented each of these online technologies in order to meet Canadian standards for data privacy and security as well as to minimize or eliminate printing paper. 
Salesforce.com
Box.com
Docusign
​Zoom 5.0
Legato's life insurance solutions are available for Canadians and permanent residents residing in the province of British Columbia. 

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