Beyond the Gate: Aligning Enterprise Families Through Community, Change & Legacy

What does it take for a family enterprise to thrive across generations while staying rooted in purpose, people, and place?

Join us for a live session exploring how family enterprises can navigate transition, innovation, and growth while staying rooted in what matters most. We’ll go beyond traditional succession talk and look at how families build clarity, confidence, and capacity across generations without losing sight of their people or place.

Our expert panel brings profound experience from the fields of advisory, enterprise leadership, and regional business development. Together, they’ll share insights on how trusted relationships, shared purpose, and thoughtful adaptation can support enduring success, even in times of uncertainty.

During this webcast, you’ll learn:

● Real-world insights on how family enterprises in rural and regional communities stay united through transition

● Practical ideas for weaving community engagement into succession and growth strategies

● Ways to integrate values and innovation without compromising either

● Tools for fostering meaningful intergenerational conversations around identity, and opportunity

Featuring:

● Trevor MacLean, MBA, BMgt, FEA – Partner, MNP 

● Shauna Feth, FEA – President & CEO, Alberta Chambers of Commerce

● Cory Gagnon, Senior Wealth Advisor at Beacon Family Office at Assante Financial Management Ltd.

This program was prepared by Cory Gagnon who is a Senior Wealth Advisor with Assante Financial Management Ltd. This is not an official program of Assante Financial Management Ltd. and the statements and opinions expressed during this webcast do not necessarily those of Assante Financial Management Ltd. This show is intended for general information only and may not apply to all listeners or investors; please obtain professional financial advice or contact me at (403) 232 – 8378 or visit beaconfamilyoffice.com to discuss your particular circumstances prior to acting on the information presented.
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