Cory Gagnon helps enterprising families navigate complexity with clarity, confidence, and care. As a Senior Wealth Advisor, he operates at the intersection of strategy, stewardship, and human connection — transforming transitions into turning points.

With a career dedicated to multi-generational wealth, Cory is known for cultivating meaningful relationships and employing insight, strategy, and care to co-create futures beyond expectations. He empowers families to grow, take aligned action, and move forward confidently — whether preparing for business succession, intergenerational wealth transfer, or aligning family values with financial vision.

Cory holds designations including Family Enterprise Advisor (FEA), Certified Exit Planning Advisor (CEPA), and Master Financial Advisor – Philanthropy (MFA-P). He is also a Kolbe Certified™ Consultant, Insights Discovery Practitioner, and Certified Facilitator of the Family Enterprise Assessment Tool, equipping him to support both the financial and relational dimensions of wealth.

As a trained Wealth Education Facilitator through Tamarind Learning, Cory works alongside families to co-create tailored education plans that prepare inheritors to receive and manage wealth with confidence. He walks with rising generation family members through customized learning journeys, helping them build the knowledge, mindset, and readiness needed to thrive as future stewards.

Cory leads a coordinated team of professionals delivering white-glove guidance tailored to ultra-high-net-worth family enterprises. His leadership extends into the broader community as host of the Legacy Builders podcast, where he engages with global experts in family enterprise and legacy strategy — fostering relationships, sharing insights, and enriching the Legacy Builders ecosystem.

A proud multi-generational Albertan, Cory resides in Calgary’s Douglasdale neighbourhood with his wife Marlee, their children Avery and Owen, and their dog Aero. Together, they cherish time on the trails, in the mountains, and in the quiet moments that define family life.