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.
We will change how families define their legacy.
Our mission is to support enterprise families in growing prosperous and meaningful legacies through wealth integration, innovative family stewardship, and a values-first approach.
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.
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.