Cory Gagnon

Visionary
DISC Type : Ds

Senior Wealth Advisor at Beacon Family Office

Calgary, Alberta, Canada

Overview

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.

Personality Overview

Objective Evaluator

Early Adopter

Goal-Oriented

They might take some time to make their mind up but once they do, they don't change it easily.  They are very professional in their approach and can weigh multiple perspectives together. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Family Legacy Planning
His entire practice is built around helping families of wealth with succession planning, governance, and creating lasting, values-based legacies.
Intergenerational Wealth
Focuses on preparing the rising generation to receive and manage wealth, ensuring they are equipped to be confident future stewards.
Values-Based Decision-Making
He emphasizes understanding wealth as a "deeply human" concept, helping families align their financial strategy with their core values and purpose.

Media Appearances

Cory has no verified media appearances

Work History

8-2022
Senior Wealth Advisor at Beacon Family Office
10-2018 - 8-2022
Wealth Advisor at Beacon Family Office
9-2016 - 7-2020
Branch Manager at Beacon Family Office
11-2021
Managing Principal at Beacon Family Enterprise Consulting
1-2018 - 11-2021
Principal at Beacon Family Enterprise Consulting

Education

8-2025 - 4-2026
Graduate Certificate in Executive Coaching from Royal Roads University
2009 - 2011
Business Administration and Management from Mount Royal University

More Information

Social Presence :

Prographics :

Exp : 10 Location : Calgary, Alberta, Canada Job Level : N/A Designation : Senior Wealth Advisor at Beacon Family Office
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Insights For Selling To Cory

During A Call Or A Meeting

DO's

  • Use phrases like 'your team deserves', 'best in class' etc.
  • Stick to your standard pitch and qualifying script, don't try to wing it
  • Suggest clear next steps with confidence, don't be vague or hesitant

DONT's

  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Avoid putting conscious effort into relationship-building
  • Don't shy away from asking hard questions, but be extra polite

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Cory is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Cory

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Cory move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Cory take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Cory

Personality Compatibility


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