You Care About Your Family Legacy; So Do We

For over three decades, the Beacon Family Office has supported ultra-high-net-worth individuals and their families with $3-30 million in investable assets to preserve, grow, protect, and successfully transition their wealth across generations. 

Beacon Family Office uses an integrated approach to creating family offices that are here to continue building their philanthropic legacy. Partnering with niche experts, we remove the mystery of how to guide complex wealth management decisions across generations, across major family life events, and across borders via our sister company, Corient, in the United States. Whether selling a business, managing major real estate transitions, or coordinating wealth conversations with family members, Beacon Family Office is by your side each step of the way.

The best way to learn if we’re the right wealth advisor for you is to have an initial conversation.

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.

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.


The Assante Team

Passionate and Committed to Guiding Your Family’s Vision for Generational Wealth

It takes a team of specialists to provide a comprehensive plan customized to your family office’s wealth management. Meet a few of your future wealth and financial team experts below.

Your Beacon Family Team

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Jody Dudley

Client Services Associate
Beacon Family Office

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.


to meet yourBeacon Family
Office team



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