Client Log In Access - Beacon Family Office

Our Core Values

We have five values, each reflecting our everyday work and are the fabric of the Beacon Family Office culture

Our team has a broad range of backgrounds and experience

We build family offices with trusted advisors who augment our guidance with complementary services

Integrated Wealth
Management

Providing one point of contact responsible for keeping everyone informed and on the same page

Complete Family
Wealth

Connecting your family’s identity and values to effectively advise, handle, and connect to your vision for your life

Generational
Wealth

Creating greater peace of mind that your inheritors are successful in carrying the family legacy forward

We streamline wealth to ensure your family is organized and has the information to make decisions and the right team to act

Read all our latest thought leadership content

Listen to Cory Gagnon on the Legacy Builders Podcast

Our Booklist (Coming Soon)

Learn about our recommended reading list

Client Log In Access

Assante Investor
Online

Clients of Assante advisors can access personal account information for all fund company accounts held at Assante.

Private Client Managed Portfolios

Clients invested in our Private Client Managed Portfolios can access personal account information.

If you have any questions about your account or need assistance with registering for Assante InvestorOnline,

please contact your advisor or Assante Service Centre at 1-800-268-3200.

Beacon Family Office at
Assante Financial Management Ltd.

Suite 519, 10333 Southport Road S.W.,
Calgary, AB T2W 3X6

DISCLAIMER

Mutual fund products, investment services and recommendations are offered through Assante Financial Management Ltd. Insurance products and services are provided through Assante Estate and Insurance Services Inc.
Assante Financial Management Ltd. is a member of the Mutual Fund Dealers Association of Canada and MFDA Investor Protection Corporation (excluding Quebec)
Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.

DISCLAIMER

Mutual fund products, investment services and recommendations are offered through Assante Financial Management Ltd. Insurance products and services are provided through Assante Estate and Insurance Services Inc.
Assante Financial Management Ltd. is a member of the Mutual Fund Dealers Association of Canada and MFDA Investor Protection Corporation (excluding Quebec)
Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.

© 2024 CI Assante Wealth Management | Privacy Notice | Legal and Disclaimer

© 2024 CI Assante Wealth Management

Legal and Disclaimer

Privacy Notice