Cory Gagnon Email & Phone Number

Calgary, Ab, Ca

Calgary, Alberta, Canada

Through an integrated approach, working with a team of experts, I create confidence and peace of mind in a family’s present, their future, and in the rising generation during the transition of wealth, values, and legacy.

Calgary, Canada Area

Calgary, Canada Area

Calgary, Canada Area

As Managing Principal of Beacon Family Enterprise Consulting, I specialize in guiding family businesses and enterprises through complex transitions, fostering sustainable growth across generations. By focusing on tailored strategies, I help families navigate the unique challenges of wealth continuity, governance, and legacy building. My work emphasizes collaborative decision-making, intellectual capital development, and a holistic approach to family dynamics, ensuring a cohesive and lasting… Show more As Managing Principal of Beacon Family Enterprise Consulting, I specialize in guiding family businesses and enterprises through complex transitions, fostering sustainable growth across generations. By focusing on tailored strategies, I help families navigate the unique challenges of wealth continuity, governance, and legacy building. My work emphasizes collaborative decision-making, intellectual capital development, and a holistic approach to family dynamics, ensuring a cohesive and lasting legacy for both the family and the business. Show less

Family Enterprise Canada is the national community for family businesses in Canada, supporting the long-term success of enterprising families and their enterprises across generations. It empowers business families and Family Enterprise Advisors (FEAs) through a dynamic peer community, family-focused learning, relevant insights, and a unified voice. Together, Family Enterprise Canada provides a supportive community, shared wisdom, and world-class expertise to achieve stronger outcomes for both… Show more Family Enterprise Canada is the national community for family businesses in Canada, supporting the long-term success of enterprising families and their enterprises across generations. It empowers business families and Family Enterprise Advisors (FEAs) through a dynamic peer community, family-focused learning, relevant insights, and a unified voice. Together, Family Enterprise Canada provides a supportive community, shared wisdom, and world-class expertise to achieve stronger outcomes for both enterprising families and their enterprises. Show less

The Canadian Association of Management Consultants (CMC-Canada) is a national organization that has fostered excellence and integrity in the management consulting profession for the last sixty years. CMC-Canada represents over 2500 members across the country and is dedicated to continuing to advance the consulting profession while supporting its members and benefiting the work of Canadians.CMC-Canada administers, and its provincial Institutes confer, the Certified Management Consultant… Show more The Canadian Association of Management Consultants (CMC-Canada) is a national organization that has fostered excellence and integrity in the management consulting profession for the last sixty years. CMC-Canada represents over 2500 members across the country and is dedicated to continuing to advance the consulting profession while supporting its members and benefiting the work of Canadians.CMC-Canada administers, and its provincial Institutes confer, the Certified Management Consultant (CMC) designation in Canada. The CMC designation is the profession's only international certification awarded to trusted advisors demonstrating their knowledge, skills and commitment to the highest ethical standards in the consulting industry. Show less

Calgary, Alberta, Canada

The Purposeful Planning Institute (PPI) is a leading learning center for professionals focused on mastering the Purposeful Planning process and exploring best practices for legacy families and family businesses. PPI sets global educational and training standards for advisors serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. PPI attracts individuals and firms committed to innovation and excellence, offering accessible educational content, programs, and training for… Show more The Purposeful Planning Institute (PPI) is a leading learning center for professionals focused on mastering the Purposeful Planning process and exploring best practices for legacy families and family businesses. PPI sets global educational and training standards for advisors serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. PPI attracts individuals and firms committed to innovation and excellence, offering accessible educational content, programs, and training for professionals serving wealthy families and families in business. Show less

I am a Certified Exit Planning Advisor (CEPA) and a proud member of the Exit Planning Institute (EPI), the Authority in Exit Planning and Value Acceleration. EPI is a pioneer in the field, serving a diverse group of professional advisors committed to assisting business owners. Holding the CEPA credentials, I have undergone rigorous training and have access to innovative tools and resources to enhance my exit planning practice. The Value Acceleration Methodology taught in the CEPA Program… Show more I am a Certified Exit Planning Advisor (CEPA) and a proud member of the Exit Planning Institute (EPI), the Authority in Exit Planning and Value Acceleration. EPI is a pioneer in the field, serving a diverse group of professional advisors committed to assisting business owners. Holding the CEPA credentials, I have undergone rigorous training and have access to innovative tools and resources to enhance my exit planning practice. The Value Acceleration Methodology taught in the CEPA Program integrates exit strategy into business, personal, and financial goals, allowing me to better serve my clients by focusing on enterprise value and long-term wealth preservation. Show less

Calgary, Alberta, Canada

As an active member of a premier CEO peer advisory organization, I am part of a global community of passionate business leaders, engaging in confidential peer forums to exchange ideas and experiences. We focus on promoting personal growth and enhancing leadership abilities through collaborative and innovative discussions led by an accomplished Chair. I also have the privilege of connecting with prominent business speakers, continuously challenging perspectives to drive better… Show more As an active member of a premier CEO peer advisory organization, I am part of a global community of passionate business leaders, engaging in confidential peer forums to exchange ideas and experiences. We focus on promoting personal growth and enhancing leadership abilities through collaborative and innovative discussions led by an accomplished Chair. I also have the privilege of connecting with prominent business speakers, continuously challenging perspectives to drive better decision-making and results. Embracing the principles of collective intelligence, fearlessly approaching issues, and fostering a commitment to continuous improvement, I am dedicated to becoming a better leader every day. Show less

I am a proud member of the Calgary Petroleum Club, an exclusive establishment that has been providing world-class amenities and networking opportunities for over 75 years. As a member, I have access to private dining rooms, corporate event spaces, and a vibrant community of professionals from various industries. The Club's rich history and dynamic atmosphere make it an ideal setting for business meetings, personal engagements, and networking events. With a diverse membership base and a… Show more I am a proud member of the Calgary Petroleum Club, an exclusive establishment that has been providing world-class amenities and networking opportunities for over 75 years. As a member, I have access to private dining rooms, corporate event spaces, and a vibrant community of professionals from various industries. The Club's rich history and dynamic atmosphere make it an ideal setting for business meetings, personal engagements, and networking events. With a diverse membership base and a commitment to inclusivity, the Calgary Petroleum Club continues to be a cornerstone of Calgary's business community, offering exceptional service and a sense of community for all its members. Show less

I am a former member of Strategic Coach, the premier business coaching membership and entrepreneurial community for growth-minded entrepreneurs. During my membership, I had access to world-class business coaching, an elite entrepreneurial community, and strategies to multiply my success and impact. Through quarterly workshops, exclusive coaching, and collaboration with fellow business owners, I learned how to thrive in a complex business environment, achieve consistent revenue growth, and build… Show more I am a former member of Strategic Coach, the premier business coaching membership and entrepreneurial community for growth-minded entrepreneurs. During my membership, I had access to world-class business coaching, an elite entrepreneurial community, and strategies to multiply my success and impact. Through quarterly workshops, exclusive coaching, and collaboration with fellow business owners, I learned how to thrive in a complex business environment, achieve consistent revenue growth, and build an autonomous, ambitious team culture. Strategic Coach helped me focus on being a visionary, leader, and innovator in my business, rather than getting bogged down in day-to-day operations. Show less

Business Administration And Management, Finance

Mastery, Sales