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Legacy Builders: Strategies for Building Successful Family Enterprises

Legacy Builders: Strategies for Building Successful Family Enterprises

Written by: 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!2026 Assante Financial Management Ltd. Economics Leadership Management & Leadership Parenting Relationships Self-Help Success
Episodes
  • Return on Meaning: Rethinking Wealth Beyond Financial Capital

    Return on Meaning: Rethinking Wealth Beyond Financial Capital
    Jul 17 2026

    In this episode, we’re joined by Grant Conroy, Portfolio Manager with Genus Capital Management, where he works with families as they think through wealth, purpose, and legacy. With nearly three decades in global financial markets, Grant brings both technical experience and a human perspective to his work. He helps families look beyond the numbers and consider how their wealth can support their purpose, their relationships, and the legacy they hope to build. Our conversation explores what it means to think about wealth not only as capital to manage, but as a resource that can shape how families live, connect, and make decisions over time.

    We talk about work ethic, motivation, and the moments that cause people to pause and reconsider what money is really meant to do. Along the way, Grant helps us consider family, lived experience, intuition, and the different forms of capital that shape how people define a meaningful legacy.

    About Grant Conroy

    Grant Conroy is a husband and father of three young children, and a Portfolio Manager with Genus Capital Management, serving families and clients across multiple generations. His belief that wealth is more than just a number on a statement shapes both his approach to wealth management and the way he works with clients.

    With nearly three decades of experience in global financial markets, Grant has dedicated his career to helping families navigate the complexities of wealth with clarity, purpose, and perspective. His experience spans from working in Global Equity Markets at Goldman Sachs in London to advising clients across Canada. He is based in Vancouver, British Columbia, the city he proudly calls home.

    Resources discussed in this episode:

    • The Cycle of the Gift - Jay Hughes
    • Family Enterprise Canada Symposium
    • Family Enterprise Canada
    • Purposeful Planning Institute

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

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

    Contact Grant Conroy | Genus Capital Management:

    • LinkedIn: Grant Conroy
    • Email: gconroy@genuscap.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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    48 mins
  • The Architecture of Ownership: How Families Build Structures That Last

    The Architecture of Ownership: How Families Build Structures That Last
    Jul 3 2026
    In this episode of Legacy Builders Live, Cory Gagnon is joined by Cindy Radu and Leah Tolton to explore what it truly takes to build ownership structures that last. Together, they move beyond the technical aspects of trusts and shareholder agreements, highlighting how structure without shared understanding often falls short. They dive into the difference between preparing owners versus managers, why clarity around what’s owned (and how) matters, and how evolving governance builds resilience across generations. Throughout the conversation, a common thread emerges: enduring ownership isn't achieved through checklists or one-time planning. It's cultivated through intentional education, open dialogue, and collaborative advisor support. Whether you're navigating a leadership transition, aligning multigenerational interests, or rethinking how your family makes decisions, this episode offers timely insight into how families can move forward together, and on purpose. About Cindy Radu Cindy Radu is a family wealth transition advisor with over 30 years of global experience guiding families through complex succession, governance, and education strategies. Her multidisciplinary expertise in law, accounting, trusts, and governance allows her to support families in building effective ownership frameworks, strengthening intergenerational communication, and preparing rising generations for confident stewardship. Cindy works collaboratively with advisors to translate complex structures into clear, actionable steps tailored to each family’s unique needs. A champion of financial literacy and cross-generational education, Cindy serves as Chief Learning Officer (Canada) for Tamarind Learning and is actively involved in the global STEP community. Her work is grounded in clarity, empathy, and trust, shaped by her passion for mental health advocacy and her lived experience navigating the challenges of the Sandwich Generation. With every engagement, she helps families align values and vision, turning transition into opportunity. Contact Cindy Radu | Cindy Radu Advisory Ltd.: Website: cindyradu.comLinkedIn: Cindy RaduTwitter: @radu_cindyEmail: connect@cindyradu.comPhone: (403) 465-1926 About Leah Tolton Leah has practiced corporate law for 30 years, with extensive experience advising family-owned businesses, lending clients, and real estate clients on a broad range of matters including business agreements, tax planning, equipment leasing, mergers and acquisitions, real estate joint ventures, business structuring, and reorganizations. Her practice emphasizes serving ultra-high-net-worth families and their companies across critical areas such as corporate governance, succession planning, reorganizations, strategic planning, risk management, and navigating mergers, acquisitions, and sales transactions. Additionally, Leah negotiates and drafts commercial contracts, advises on private financing and syndicated lending arrangements, earned the Family Enterprise Advisor designation in 2023, and sits on the Board of Advisors of the Alberta Business Family Institute. This wide-ranging expertise and dedication to serving family enterprises equips Leah to provide tailored legal advice and counsel to family businesses seeking to establish continuity across generations. Contact Leah Tolton | Bennett Jones: Website: bennettjones.com/ToltonLeahLinkedIn: Leah ToltonEmail: toltonl@bennettjones.comPhone: (780) 917-4272 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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    55 mins
  • The Next Chair: Governing Tomorrow, Next Generation Leadership in Family Enterprises

    The Next Chair: Governing Tomorrow, Next Generation Leadership in Family Enterprises
    Jun 19 2026
    In this special panel episode of Legacy Builders, Cory Gagnon is joined by Barb Schimnowsky and James Grieve for a focused conversation on how family enterprises can prepare for next-generation leadership. Drawing from their work in executive search, governance, succession planning, strategy, and family enterprise advising, Barb and James examine what leadership readiness looks like beyond age, title, or family position. They discuss how governance can clarify roles and decision-making, why succession conversations are often delayed, and what families can do before the transition becomes urgent. The conversation also looks at the balance between promoting from within and bringing in external leadership, the value of objective assessments, and the role mentorship, advisory boards, and structured development can play in preparing future leaders. Cory, Barb, and James also consider the importance of supporting founders as they step into new roles and adapt to a changing place within the enterprise. About Barb Schimnowsky Barb Schimnowsky is a partner at Watson and the leader of the firm’s board director and executive search practice. With more than 25 years of experience in executive search and human resources, she brings deep expertise in leadership selection, governance, and succession planning. Barb holds both the Certified Management Consultant and Family Enterprise Advisor designations, and is known for her ability to understand client needs and align them with exceptional leadership talent. She has led hundreds of successful placements across sectors and has twice been recognized as one of the Top 100 Most Influential People in Abbotsford. Contact Barb Schimnowsky | Watson Board Advisors Website: https://www.watsoninc.ca/ | westviewsearch.ca LinkedIn: linkedin.com/in/barbschimnowsky Email: barb@watsoninc.ca Phone: 604 859 8002 About James Grieve James Grieve is founder and principal at Catalyst Strategies Consulting and co-creator of Succession Ready, a practical approach to succession planning for founder-led businesses. He holds the Certified Management Consultant, Family Enterprise Advisor, and Certified Exit Planning Advisor designations. James works with organizations to uncover blind spots, reduce risk, and build long-term value, with a particular focus on family enterprises and Indigenous-owned businesses. His approach blends strategy, systems thinking, and customer service to help families and businesses navigate transition with greater clarity and purpose. Contact James Grieve | Catalyst Strategies Consulting Website: catalyst-strategies.com | valuedriver.ca LinkedIn: linkedin.com/in/jamesnsgrieve Email: james@catalyst-strategies.com Phone: 17782146010 Resources discussed in this episode: Succession Ready360-degree feedback Contact Cory Gagnon | Beacon Family Office at CI Assante Financial Management Ltd.: Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn Page: Beacon Family OfficeEmail: beaconfamilyoffice@assante.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.
    Show More Show Less
    56 mins
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