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LEGATO WEALTH MANAGEMENT
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    • Meeting Legato >
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    • Invest For Succession
    • Legato "Fund" for Estate Freeze
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    • Steps to Legato1
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  • Articles
    • The Pair: Estate Freeze & Legato Plan V2
    • 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

Strategic Relationships


Carriers & MGA

Manulife Insurance
Equitable Life 
Sun Life 
Canada Life 
​SSQ
​
HUB Financial ​


Estate & Tax CA/CPAs

DMCL 
Manning Elliot
Grant Thornton


Estate Lawyers

Clark Wilson
Richards Buell Sutton


Trusts

Solus Strust

Estate Planning Council of Vancouver


Education

Advocis
The Institute for Advanced Financial Education
​

Technology

Salesforce.com
Box.com
Docusign
​Zoom

Licensing Councils  

Insurance Council of British Columbia
Alberta Insurance Council

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
    • Invest For Succession
    • Legato "Fund" for Estate Freeze
    • My PAR Gift
    • Philanthropy
    • Creating & Distributing Wealth
    • Legato Plans
    • Steps to Legato1
    • Policy Search
    • Will Search
  • Articles
    • The Pair: Estate Freeze & Legato Plan V2
    • 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
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.