Beacon Family Office at Assante Financial Management Ltd.
Legacy Builders: Strategies for Building Successful Family …
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Beacon Family Office at Assante Financial Management Ltd.
Legacy Builders: Strategies for Building Successful Family EnterprisesEpisodes
Beacon Family Office at Assante Financial Management Ltd.
Legacy Builders: Strategies for Building Successful Family …
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In this episode, Melanie Harty, Partner at Grant Thornton LLP, shares her expertise in guiding agricultural families through generational transitions and legacy planning. With her background as a CPA and certified Family Enterprise Advisor, as
In this episode, Gavin Brauer, a Professional EOS Implementer, shares his insights on the vital role of confidence in an entrepreneur's journey and the challenges of staying true to oneself and one's vision in the face of obstacles. With divers
In this episode, Darrin Hotte, a certified Family Mediator and Family Enterprise Advisor at New Solution Mediation, shares insights from his 35 years of experience in conflict resolution, family business dynamics, and complex relationships. Dar
In our latest Legacy Builders episode, Anne Evamy, Owner and Advisor at Junction Point Inc., shares her journey and insights as a Certified Value Builder and Family Enterprise Advisor. Drawing from her experience as a successful entrepreneur, A
In this engaging episode, Jas Butalia shares his journey from a traditional CA to a family business advisor, highlighting the importance of mentorship, learning from mistakes, and adapting to meet clients' evolving needs. Jas discusses how his
In this episode, Sharon Gray, CPA CA CBV, shares her expertise in navigating the complexities present in family business assignments. We explore the importance of proactive planning, education, and clear communication among parties involved in
In this episode, Spencer Mellace shares his journey from his early days as a financial advisor to his current role as a trusted guide for families seeking alignment and prosperity. As a fee-only adviser specializing in estate and succession pla
In this episode, Tim Yeung shares his insights on navigating family businesses. As a family enterprise advisor, he emphasizes the importance of finding one's path, maintaining a growth mindset, and effectively communicating with others. Tim dis
In this episode, Judi Cunningham shares insights on building resilience when faced with adversity during strategic planning for family enterprises. We explore the importance of facilitating open and curious dialogue to understand differing pers
In this episode, Leah Tolton shares insights on business governance and ownership transitions for family enterprises. We explore the importance of flexibility in shareholder agreements, setting clear expectations around participation to prevent
We're honoured to tap pioneering succession advisor Gerry Meyer for the first 2024 episode of Legacy Builders. Guiding families and firms through leadership changeovers for over 30 years, Gerry unpacks the forward-thinking strategies that enabl
In this podcast, Cory engages in a conversation with Barb, unveiling the intricate dynamics of family enterprises through Barb's extensive experience. Throughout their discussion, Barb sheds light on the varied yet common threads among family-o
In this podcast episode, Cory engages with Shauna Feth, President and CEO of the Alberta Chambers of Commerce (ACC), delving into the pivotal value of family enterprises in communities. Shauna emphasizes embracing opportunities for growth and l
In this episode of the Legacy Builders Podcast, we sit down with Trevor MacLean, a Partner at MNP's Agriculture team in Lethbridge. With over two decades of experience, Trevor is dedicated to providing creative, customized, and practical soluti
In this engaging episode of "Legacy Builders," Cory Gagnon, your host, deepens our understanding of family business legacies with the guidance of the esteemed David Blom from Black Blackwood Family Enterprise Services. Together, they unravel th
In this episode of "Legacy Builders," Cory Gagnon navigates the intricacies of family and business well-being while unraveling the enigmatic "happiness factor." Happiness emerges as a pivotal component in the prosperity of family enterprises.
In this episode, Shauna Frederick, a renowned expert in family enterprise advising, engages in a thought-provoking discussion with host Cory Gagnon. The conversation begins with Shauna emphasizing the value of acknowledging uncertainty and the
Welcome to episode 6, where we unravel the intricacies of wealth transition and the vital role of family values in preserving legacies. In this episode, we delve into the art of aligning family values with astute financial strategies. I bring
In this episode, we're joined by Cindy Radu, a seasoned finance professional with 35+ years of experience. Her journey is a testament to seizing opportunities and overcoming challenges. Cindy's diverse career spans legal, fiduciary, trust, and
Defining Philanthropy:Philanthropy is introduced as a means of improving the world by utilizing available resources.Melinda Gates' quote on philanthropy is shared to emphasize its significance.Philanthropy's role in legacy planning is discussed
Introduction:● Host Cory introduces Gena Rotstein, a leading figure in Canada's social enterprise and philanthropy realm.● Her unique journey and perspective promise a captivating conversation.From Collaboration to Innovation: Karma & Cents:● C
Summary: This episode delves into the critical role of governance in family enterprises. It emphasizes how governance serves as the foundation for efficient and transparent family offices and businesses. The necessity of family governance is hi
Summary: In this episode, Cory introduces Trudy Pelletier, an expert in communication and governance for family enterprises. Trudy shares her inspiring journey, emphasizing the importance of understanding childhood experiences and living life w
Cory Gagnon doesn’t just love supporting multi-generational families every day. He loves digging into topics and sharing information that matters to family enterprises! In Legacy Builders: Strategies for Building Successful Family Enterprises,
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