As the Senior Wealth Advisor at Beacon Family Office at Assante, Cory Gagnon has supported successful family enterprises to preserve, protect and transition their wealth since 2011. Yet, he hasn’t done this alone. He has built a team of committed experts to guide successful family, business, and philanthropic legacies.
Cory’s personal objective as a Wealth Advisor is simple. He is committed to supporting families to take control of the areas of their lives that truly matter to them. This commitment revolves around using specific tools and strategies that enable families to take action with confidence which will support them through life’s critical transitions. His counsel and expertise have helped hundreds of families in the Calgary area realize their goals of living an abundant life while creating a lasting legacy that these families are proud to carry.
Cory’s own family – the Gagnon family – has been in Southern Alberta for generations. Several of their businesses have fulfilled the goal of supporting families and the community. Cory and his wife, Marlee, their daughter, Avery, and their dog, Aero currently reside in Calgary’s southeast neighborhood of Douglasdale. He spends much of his free time with his family exploring the vast network of trails, dog parks, and playgrounds Calgary has to offer.