Beacon Family Office’s Core Values

Deliver the Wow Factor

Bringing a little something extra to wealth integration through a white-glove experience.


Embrace & Drive Change

The future requires embracing change. We stay at the forefront of industry and technology changes to guide families forward.

Community is Our Passion

Wealth has the power to support creating a sustainable and healthy community. Our clients believe this to be true with their legacy.

Nurture Growth & Learning

Nurturing growth and learning while being committed to investing in ongoing improvement is key to maintaining client excellence.

Relationships of Honesty

Open, transparent communication is a two-way street. This is the only way to build supportive and trusting relationships.

Beacon Family Office's
Guiding Vision for Families

We will change how families define their legacy.

Family Estate Planning
5 Common Investing Mistakes

Beacon Family Office's
Mission for Securing Legacies

Our mission is to support enterprise families in growing prosperous and meaningful legacies through wealth integration, innovative family stewardship, and a values-first approach.

The Assante Story

CI Assante Wealth Management is one of the largest wealth management firms in Canada. In 2003, Assante was purchased by CI Financial Corp. bringing additional financial strength and resources to the Assante organisation. CI Financial Corp. is a diversified wealth management firm and the third-largest investment fund company in Canada with approximately $340 billion in total assets. Since becoming a public company in 1994, CI has been one of the best-performing securities on the S&P/TSX Composite Index. With 750+ advisors who oversee $54 billion in assets for 300,000 clients and their families nationwide, CI Assante Wealth Management provides complete wealth management solutions to meet the needs and goals of Canadian families and businesses.

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