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.

06/05/2026

Welcome to this week’s episode of Legacy Builders, featuring Sarah Walker, Founder and Principal Designer of Nuance Interior Design.

Their conversation looks at the role a home can play in family life, beyond beauty, scale, or presentation. Sarah brings a great perspective on how design can support the way families rest, gather, recover, host, focus, and move through everyday routines.

Cory and Sarah also explore what it means for a home to feel like a sanctuary, and how the right spaces can help a family feel calmer, more connected, and better supported over time.

Available in all your favourite podcast platforms:

06/04/2026

This Friday on Legacy Builders, we are joined by Sarah Walker, Founder and Principal Designer of Nuance Interior Design.

Sarah designs wellness-centred estates for families and family offices, with a focus on how a home supports the people living inside it. Her work considers the full experience of daily life: how families rest, gather, host, recover, work, move, and age within the spaces they call home. With more than 20 years of experience and over 50 multimillion-dollar estates and compounds completed, she brings a thoughtful blend of design sophistication, technical expertise, and long-range planning to each project.

Stay tuned as Cory and Sarah explore the role a home can play in shaping family life. They discuss how design decisions can influence privacy, connection, ease, focus, restoration, and the feeling people have when they return home.

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

05/22/2026

Identity, autonomy, belonging, and inherited expectations all shape how families experience wealth.

Today, Legacy Builders features Dr. Shay Harris-Pierre, Senior Consultant with Continuity Family Business Consulting, for a conversation about the emotional dimensions of money and the questions that can sit beneath succession, governance, and family wealth conversations.

Shay helps us look at how individual growth meets family legacy, how changing norms across generations and cultures can influence the way families talk about wealth, and why each person’s role and voice matter when families are working toward shared direction.

🎬 Available on your favourite podcast platforms.

05/21/2026

This Friday on Legacy Builders, we’re joined by Dr. Shay Harris-Pierre, Senior Consultant with Continuity Family Business Consulting.

Shay brings nearly fifteen years of experience helping individuals, couples, and families navigate the emotions, relationships, and decisions that often surround wealth. As a clinically trained consultant and therapist, Licensed Professional Counselor, and Certified Financial Therapist, she supports multigenerational families through questions of succession, governance, identity, and the relational complexities wealth can create across generations.

Cory and Shay discuss how identity, autonomy, family relationships, and inherited expectations shape the way people experience wealth, participate in family conversations, and find their place within a broader family system.

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

05/08/2026

Today’s episode of Legacy Builders features Aileen Miziolek, Consultant with The Family Business Consulting Group.

Family enterprise transitions often reveal the patterns, assumptions, and relationships that shape decision-making. In this conversation, Aileen brings perspective on the value of slowing down, listening with care, and creating space for families to better understand themselves before choosing what comes next.

This episode offers a thoughtful look at awareness, choice, and the work of moving forward with greater clarity.

🎬 Available on your favourite podcast platforms.

05/06/2026

This Friday on Legacy Builders, we’re joined by Aileen Miziolek, Consultant with The Family Business Consulting Group.

Aileen brings more than 20 years of experience in complex financial and estate planning, supporting business-owning families through questions of succession, wealth transition, ownership, and relationships across generations.

Cory and Aileen discuss why families sometimes need to pause before moving forward, how patterns can shape decision-making, and what becomes possible when families make space for honest reflection and new ways of thinking.

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

04/24/2026

Today’s episode of Legacy Builders features Wendy Sage-Hayward, Senior Consultant with The Family Business Consulting Group.

This episode explores the realities of continuity across generations and the kind of learning, trust, and honest conversation that meaningful transition often requires. From preparing the next generation to navigating expectations that may remain unspoken, it brings attention to the value of shared understanding as families work to move forward in ways that fit their people, their values, and the future they are trying to build.

If your family is navigating transition and trying to do it with greater clarity, maturity, and understanding, this episode is worth your time.

🎬 Available on your favourite podcast platforms.

04/23/2026

This Friday on Legacy Builders, we’re joined by Wendy Sage-Hayward, senior consultant with The Family Business Consulting Group, Inc. (FBCG).

Wendy brings deep experience advising business leaders, family enterprises, and boards on continuity, governance, and generational transition. She is also the Academic Director at Family Enterprise Canada, where she leads the Family Enterprise Advisor program, teaches in the Family Shift program at Ivey Business School, and is co-founder of mGen Education Inc.. She is co-author of Human Resources in Family Business and Own It!

Cory and Wendy discuss why continuity across generations is rarely straightforward, how unspoken expectations can complicate transition, and why honest dialogue can help families move forward with greater clarity.

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

04/10/2026

Today’s episode of Legacy Builders features David York, Director at York Howell.

This episode explores some of the deeper forces that can shape how families approach wealth, responsibility, and legacy over time. From fear and regret to humility and stewardship, it brings attention to the internal dynamics that can quietly influence decisions long before anything formal is put in place and why that matters.

🎬 Available on your favourite podcast platforms

01/23/2026

Today on Legacy Builders, we welcome Amy Stein, former 4th generation at Henry’s Cameras and Board Director. Currently, Amy is the Executive Director of the Henry’s Foundation (now Pixel Foundation) and most recently Chief Impact Officer at Generations Trusted Family Business Advisors.

Amy spent over 20 years inside her family’s 4th-generation business, Henry’s, Canada’s largest independent imaging retailer founded in 1909. She later led the launch of the Henry’s Foundation, championing the use of creativity, technology and innovation to support and improve mental health and eliminate the stigma of mental illness through storytelling and content creation. Today, she helps family enterprises align giving with values and engage the next generation through impact-focused strategies.

In this episode, we explore how transitions shape identity, challenge direction, and call us to rethink what comes next. Amy’s reflections offer space to consider how clarity, experience, and timing intersect during change.

🎧 Listen now on your preferred platform or visit our website, link in our bio.

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

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