About The Show

Our episodes feature interviews with industry experts and solo talks, providing understandable and actionable strategies and insights on complete wealth management. We typically invite experts and industry leaders who have expertise and/or are servicing ultra-high-net-worth clients and family enterprises.

Meet The Host

Cory Gagnon doesn’t just love supporting multi-generational families every day. He loves digging into topics and sharing information that matters to family enterprises! In Legacy Builders: Strategies for Building Successful Family Enterprises, Cory, Senior Wealth Advisor at Beacon Family Office of Assante Financial Management Ltd., dives deep to share ways for business owners, family stewards, and the rising generation in family enterprises to take control of their wealth and build a lasting legacy.

LISTEN NOW!!

Legacy Builders is also available on your favourite platforms. Now you can tune in with us on the go! 

About The Show

Our episodes feature interviews with industry experts and solo talks, providing understandable and actionable strategies and insights on complete wealth management. We typically invite experts and industry leaders who have expertise and/or are servicing ultra-high-net-worth clients and family enterprises.

Meet The Host

Cory Gagnon doesn’t just love supporting multi-generational families every day. He loves digging into topics and sharing information that matters to family enterprises! In Legacy Builders: Strategies for Building Successful Family Enterprises, Cory, Senior Wealth Advisor at Beacon Family Office, dives deep to share ways for business owners, family stewards, and the rising generation in family enterprises to take control of their wealth and build a lasting legacy.

Listen Now!!

Legacy Builders is also available on your favorite platforms. Now you can tune in with us on the go! 

New episodes

We publish episodes at 5 AM MST every SECOND FRIDAY of the month.

Follow us

Linkedin Facebook Youtube

Be our guest?

Join us on the Show

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