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Legacy Builders: Strategies for Building Successful Family Enterprises

Legacy Builders: Strategies for Building Successful Family Enterprises

De: Cory Gagnon
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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, Cory, Senior Wealth Advisor with Beacon Family Office at Assante Financial Management Ltd, dives deep to share ways for business owners, family stewards, and the rising generation in family enterprises to take control of their wealth and build a lasting legacy. Through interviews with industry experts, each episode provides understandable and actionable strategies and insights on complete wealth management. From navigating family dynamics to developing a successful wealth transition plan and everything in between, this is the podcast to bring your legacy into the future. Subscribe today!2025 Assante Financial Management Ltd. Crianza y Familias Desarrollo Personal Economía Gestión y Liderazgo Liderazgo Relaciones Éxito Personal
Episodios
  • Designing the Next Chapter: Retirement Planning for Purpose, Identity, and What Comes Next

    Designing the Next Chapter: Retirement Planning for Purpose, Identity, and What Comes Next
    Jan 9 2026
    In this episode, we’re joined by Susan Latremoille, Co-Founder and Partner at Next Chapter Lifestyle Advisors. With more than 35 years of experience as a wealth advisor, including leadership roles on RBC’s Chairman’s Council and the board of Richardson Wealth, Susan now helps clients and advisors plan for the human side of life transitions. As a Certified Exit Planning Advisor and Retirement Coach, she invites us to rethink what comes after the sale of a business or the end of a career, not just financially, but emotionally and personally. We discuss how to clarify purpose beyond work, reignite curiosity, and shape a next chapter filled with growth, meaning, and connection.You’ll hear how Susan supports people in rediscovering dormant interests, building new social circles, and navigating the identity shifts that often accompany retirement. Whether you’re advising clients through a transition or preparing for one yourself, this conversation offers grounded, practical insight into making the most of what’s next.About Susan LatremoilleSusan spent over 35 years as a wealth advisor, helping clients plan financially for retirement. Over time, she saw that financial readiness was just one part of the equation. The emotional and lifestyle aspects often had the greatest impact on whether clients thrived. This insight led her to co-found Next Chapter Lifestyle Advisors, where she now works as a certified Retirement Coach (CPRC), guiding individuals through meaningful, purpose-driven transitions.She is a Certified Expert Level Practitioner of SuccessFinder, a CEPA, a Family Enterprise Advisor (FEA), and holds an Executive MBA. A former board member of Richardson Financial Group, she also holds the ICD.D designation from the Institute of Corporate Directors. Alongside her partner, Marianne Oehser, Susan teaches at the Exit Planning Institute. She is the author of The RichLife – Managing Wealth and Purpose, It’s Not Just About the Money, and co-author of On the Shoulders of Atlas and Thriving Throughout Your Retirement Transition. Her newest book, 9 Steps to a RichLife Retirement, offers a practical roadmap for living well, giving back, and leaving a legacy.Resources discussed in this episode:Exit Planning InstituteJohn Deere DealershipHappiness Portfolio TIGER 219 Steps to a RichLife Retirement: Live Well, Give Back, Leave a LegacyContact Cory Gagnon | Beacon Family Office at CI Assante Wealth Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: beaconfamilyoffice@assante.comContact Susan Latremoille | Next Chapter Lifestyle Advisors: Website: nextchapterlifestyleadvisors.comLinkedIn: Susan LatremoilleEmail: susan@nextchapterlifestyleadvisors.comPhone: 647-393-1785 We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    53 m
  • Finding Yourself After Leadership: The Missing Chapter in Succession

    Finding Yourself After Leadership: The Missing Chapter in Succession
    Nov 28 2025

    In this episode, we’re joined by Russel Baskin, a consultant and certified executive coach with Trella Advisory Group. Drawing from her background in human development and two decades of experience with business families, Russel helps name what often goes unspoken in transition, how control, identity, and legacy quietly shape relationships and decision-making. From habitual patterns to intergenerational tension, she invites us to consider how emotional insight and structural clarity work together in succession.

    Her approach emphasises empathy, shared understanding, and space for each generation to grow into their role with intention. If you're supporting a family in transition or navigating your own, this conversation offers language, perspective, and encouragement for moving forward with both steadiness and care.

    About Russel Baskin

    Russel Baskin is a Consultant and Certified Executive Coach with Trella Advisory Group. She brings a human development background and a passion for family business to her consulting

    work with families and advisors. Over the past 20 years Russel’s career has included advising business families, coaching professionals in transition, as well as leadership roles in marketing, business development and the not-for-profit sector. Before joining the Trella Advisory Group, she was the National Director of Education and Programming for Family Enterprise Canada a national member-driven organization supporting business families and family enterprise advisors.

    As a consultant with Trella, Russel specializes in relationship dynamics, governance, family continuity and individual development and growth. She brings grace and compassion to her work with clients understanding the interconnected relationship between the needs of the individual and the well-being of the family. A creative thinker and direct communicator Russel is committed to the success and excellence of all her clients.

    Resources discussed in this episode:

    • Royal Roads University
    • Trella Advisory Group

    Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd.

    • Website: BeaconFamilyOffice.com
    • LinkedIn: Cory Gagnon
    • LinkedIn: Beacon Family Office
    • Email: beaconfamilyoffice@assante.com

    Contact Russel Baskin | Trella Advisory Group:

    • Website: trella.ca
    • LinkedIn: Russel Baskin
    • Email: russel.baskin@trella.ca

    We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

    Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    47 m
  • Silence Is Not Succession: Why Women’s Health Belongs in Family Conversations

    Silence Is Not Succession: Why Women’s Health Belongs in Family Conversations
    Nov 14 2025
    In this episode, Dr. Julia Edelman, board-certified gynecologist, author, and nationally recognized menopause expert, joins us to open a conversation we’ve never had on Legacy Builders: the impact of women’s health, specifically menopause, on family enterprise. A Yale, Columbia, and Harvard-trained physician with over four decades of experience, Dr. Edelman brings both clinical authority and compassionate insight to a topic that touches individuals and family systems alike.Together, we examine how menopause, often unspoken and misunderstood, can shape communication, influence decision-making, and affect readiness for leadership transitions. You’ll hear how silence around these experiences can erode trust and how clarity and conversation can restore it. Dr. Edelman reflects on how far women’s health has come, what still needs to change, and why addressing this hidden dynamic is essential to building legacies that truly last. Whether you’re navigating this season yourself or walking alongside someone who is, this is a conversation that brings science, story, and strategy into one essential dialogue.About Dr. Julia EdelmanDr. Julia Edelman is a nationally recognized menopause expert, board-certified gynecologist, and Menopause Society Certified Practitioner (MSCP) with over 40 years of experience in women’s health. A graduate of Yale University and Columbia University College of Physicians and Surgeons, she completed her residency at Harvard and has since built a reputation for delivering evidence-based, compassionate care. She is the founder of Women’s Health and Gynecology of New England and has mentored physicians and students at both Harvard and Brown medical schools.Her contributions to the field have been honoured by the North American Menopause Society, which named her “Menopause Practitioner of the Year” following the release of her first book, Menopause Matters: Your Guide to a Long and Healthy Life. She also authored Successful Sleep Strategies for Women through Harvard Health Publications. Her latest book, The Savvy Woman’s Guide to Menopause: Before, During, and Beyond (Johns Hopkins University Press, October 2025), offers clear, practical guidance to help individuals navigate midlife transitions with confidence.Resources discussed in this episode:Menopause SocietyThe New England JournalThe Savvy Woman's Guide to Menopause Before, During, and BeyondMiriam NelsonDr. Claudio SoaresContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: beaconfamilyoffice@assante.comContact Dr. Julia Edelman | Women's Health and Gynecology of New England: The New England Center for Body SculptingWomen’s Health and Gynecology of New England WebsiteJuliaEdelmanMD.com - The New England Center for Body SculptingLinkedIn: Julia Edelman MDWHGNE FacebookNECBS FacebookEmail: info@juliaedelmanmd.com We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    51 m
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