Cory Gagnon
Login to view DISC.Cory Gagnon is a Senior Wealth Advisor at Beacon Family Office, where he operates as "The Stewards Sherpa. " He specializes in helping multi-generational families of wealth navigate complex transitions by integrating strategy with values-based decision making. He holds an Executive Coaching certificate and is a Kolbe Certified™ Consultant.
Growing up within a multi-generational family business gave him a deep appreciation for the human side of wealth and legacy. This personal experience fuels his work in helping families align their financial goals with their core values, ensuring continuity and purpose across generations. He resides in Calgary with his wife and two children.
Cory hosts the "Legacy Builders" podcast, where he interviews global experts on topics relevant to family enterprises and wealth stewardship.
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DISC behavioral profile
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