Successful Wealth Management Starts Here

The only way to build trust is through transparency

We know that Beacon Family Office is for a unique few. If you and your family:

    • Are committed to building a meaningful legacy through your family’s wealth?
    • Are involved in your community, ready and able to proactively make a difference?
    • Believe that a trusted advisor relationship happens over time
    • Want to create good inheritors who are confident in carrying your family values forward?
    • Desire two-way conversations to tackle the hard conversations that come with intergenerational wealth

then we might be able to serve you.

Book your free 20-minute consultation below
so we can discover if we’re the right team to navigate your financial legacy.

If you’re not ready for an initial conversation, simply send us a message when you’re ready.

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.
OUR SOCIAL PLATFORMS
Facebook-f Linkedin-in Youtube
TUNE IN TO OUR LEGACY BUILDERS PODCAST
SUITE 519, 10333 SOUTHPORT ROAD S.W. CALGARY, AB T2W 3X6
Phone: (403) 232-8378
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.
OUR SOCIAL PLATFORMS
Facebook-f Linkedin-in Auxicon-youtube
© 2024 CI Assante Wealth Management  |  Privacy Notice   |   Legal and Disclaimer

© 2024 CI Assante Wealth Management

Legal and Disclaimer

Privacy Notice

Shopping Basket