WE ARE YOUR FAMILY OFFICE
You Care About Your Family Legacy; So Do We
For over three decades, the Beacon Family Office at Assante Financial Management Ltd. 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 at Assante Financial Management Ltd. 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, CI Private Wealth in the United States. Whether selling a business, managing major real estate transitions, or coordinating wealth conversations with family members, Beacon Family Office at Assante Financial Management Ltd. is by your side each step of the way.
The best way to learn if we’re the wealth advisor for you is to have an initial conversation.
Beacon Family Office at Assante’s Guiding Vision for Families
We will change how families define their legacy.
Beacon Family Office at Assante’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 at Assante’s Core Values
Deliver the WOW
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 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.
Jody Dudley
Client Services Associate
The Assante Strength
Beacon Family Office at Assante Financial Management Ltd. is part of CI Assante Wealth Management, one of the largest Canadian professional services firms in wealth management. 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. Here, we have 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.
