Beacon Family Office at CI Assante Wealth Management Ltd.

Beacon Family Office at CI Assante Wealth Management Ltd. Our mission is to help create wealth, prosperity, and confidence for our clients. We are here to help you get more.

At Beacon Family Office at Assante Financial Management Ltd., ensuring the security of assets entrusted to us by clients is a key priority. It goes hand in hand with our mission – To help create wealth, prosperity, and confidence for Canadian Families. We accomplish this by working closely with the other members of your team -- your lawyer and accountant, for example. We implement The Lifetime App

roach system to help anticipate and design effective transitions from nesting to resting. These all form part of unique processes within created to provide a simplified integrated approach towards achieving our select clientele’s wealth management goals. Visit www.assante.com/legal for important legal and regulatory disclosures.

08/28/2026

The latest episode of Legacy Builders is now available. Cory is joined by Judi Cunningham, Founder and Senior Consultant at Trella Advisory Group, and Tom McCullough, Partner at Corient and Managing Director at The Ultra High Net-worth Institute.

When families get stuck, more structure is not always the answer.

This episode looks at the side of moving decisions forward: clarifying expectations, defining who needs to be involved, documenting what has been agreed, and preparing rising-generation family members to participate with greater confidence.

🎧 Listen to the full episode now on Legacy Builders.

08/26/2026

This Friday, join Cory Gagnon for a panel-style conversation on Legacy Builders with Judy Cunningham, Founder and Senior Consultant at Trella Advisory Group, and Tom McCullough, Partner at Corient and Managing Director at The Ultra High Net-worth Institute.

Together, they bring different perspectives to a question many families eventually face: what actually helps when decision-making starts to slow down?

The conversation moves through governance, expectations, family dynamics, and rising-generation involvement, while leaving room for the practical realities that do not always fit neatly into a plan.

🎬 New episode airs Friday at 7:00 AM MST.

08/14/2026

The newest episode of Legacy Builders is now available. Cory is joined by Kathy Bright, Family Enterprise Consultant at Trella Advisory Group.

Curiosity, failure, governance, creativity, and family relationships all come into the conversation as Cory and Kathy consider how people respond when certainty is limited. From the boardroom to the family itself, they look at the tension between protecting what has been built and still leaving room to learn, adapt, and remain connected through change.

🎧 Listen to the full episode now on Legacy Builders.

08/12/2026

What happens when certainty becomes less useful than curiosity?

This Friday on Legacy Builders, Cory speaks with Kathy Bright, Family Enterprise Consultant at Trella Advisory Group, about how families and boards respond when the answers are not immediately clear.

For nearly two decades, Kathy has worked across consulting, education, and board service, supporting family businesses and the professionals who advise them. Her work spans leadership, succession, governance, strategy, risk, and the relationships that influence how families make decisions across generations.

Their conversation explores the possibility of learning through failure, and what it may take for a family enterprise to keep choosing one another when different paths remain possible.

🎧 The full episode is available Friday at 7:00 AM MST on Legacy Builders.

07/31/2026

Today on Legacy Builders, Cory is joined by Kirby Rosplock, PhD, Chief Executive Officer and Founder of Tamarind Learning.

Succession is usually spoken about as a future event, but many of the most important decisions begin much earlier. How does a family move from one person holding the final authority to a structure where responsibility, judgment, and leadership are shared?

Cory and Kirby open a wider conversation about the transition from founder-led decision-making, the role of vision, and the importance of giving the next generation meaningful opportunities to participate before the stakes are high.

🎬 Watch the new episode today on our website.

07/29/2026

This Friday on Legacy Builders, Cory is joined by Kirby Rosplock, PhD, Chief Executive Officer and Founder of Tamarind Learning.

Kirby’s work spans more than 25 years across finance, family wealth, family business, and family office education. As founder of Tamarind Partners and author of The Complete Family Office Handbook and The Complete Direct Investing Handbook, she has helped shape how families and advisors think about governance, stewardship, and succession. That work is informed not only by research and advisory experience, but also by the firsthand perspective she brings from growing up within an enterprising family.

Cory and Kirby look at what begins to change when a founder who has long been the final yes-or-no starts making room for decisions to be shared. The conversation raises important questions about readiness, control, and what the next generation needs before responsibility begins to shift.

🎬 New episode airs Friday at 7:00 AM MST.

07/17/2026

Today on Legacy Builders, Cory is joined by Grant Conroy, Portfolio Manager with Genus Capital Management.

Financial capital is only one part of what families carry forward. This episode looks at the other forms of capital that shape how people live, connect, and grow over time.

Cory and Grant explore how work ethic, motivation, and early ideas about success can evolve as life unfolds. Their conversation looks at money as a short-term motivator, the shift from things to experiences, and the role that human, social, intellectual, and spiritual capital can play in how families think about wealth.

🎙️ New episode available now on your favourite podcast platform.

07/16/2026

This Friday on Legacy Builders, Cory is joined by Grant Conroy, Portfolio Manager with Genus Capital Management.

Grant works with families as they think through wealth, purpose, and legacy. With nearly three decades of experience in global financial markets, he brings a thoughtful blend of technical knowledge and lived perspective to his work with families. His approach encourages clients to look beyond the numbers and consider how wealth can support purpose, relationships, and the legacy they hope to create.

Stay tuned as Cory and Grant explore what it means to understand wealth more broadly. They discuss work ethic, motivation, money as a short-term motivator, and the forms of capital that shape how families live and connect across generations. They also reflect on slowing down, experience, intuition, and the role wealth can play in a meaningful life.

🎬 New episode airs Friday at 7:00 AM MST.

07/03/2026

Welcome to another episode of Legacy Builders!

Ownership plans can be carefully drafted and still fall short if the family does not understand how they work, why they were created, or how decisions should be made over time.

In this conversation, Cory Gagnon is joined by Cindy Radu and Leah Tolton to bring the human side of ownership planning into focus. From trusts and shareholder agreements to governance, family education, and advisor collaboration, this episode invites families to think about how ownership can be understood, used, and carried forward across generations.

🎧 The full conversation is now available through your favourite podcast platforms

07/02/2026

A new episode of Legacy Builders is coming this Friday.

Cory is joined by Cindy Radu, Integrated Family Wealth Transition Advisor at Radu Family Wealth Transition, and Leah Tolton, Partner at Bennett Jones LLP, for a conversation on building enduring ownership across generations.

The discussion looks at what happens after ownership plans are created: how families understand trusts, shareholder agreements, and governance tools, how rising-generation owners build confidence, and how advisor collaboration can support clearer decisions over time.

🎬 New episode airs Friday at 7:00 AM MST.

Address

10333 Southport Road S. W. Suite 519
Calgary, AB
T2W3X6

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+14032328378

Website

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