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We have seven values, each reflecting our everyday work and is the fabric of the Beacon 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

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

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

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

Our Podcast (Coming Soon)

Listen to Cory Gagnon on the Legacy Builders Podcast

Our Booklist (Coming Soon)

Learn about our recommended reading list

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

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.