Legacy Builders: Strategies for Building Successful Family Enterprises

Introduction: ● Host Cory introduces Gena Rotstein, a leading figure in Canada's social enterprise and philanthropy realm. ● Her unique journey and perspective promise a captivating conversation. From Collaboration to Innovation: Karma & Cents: ● Cory sheds light on Gena's collaboration with Richard Ouellette,, which gave rise to Karma & Cents, an innovative social impact lab. ● This venture stand...

Summary:  This episode delves into the critical role of governance in family enterprises. It emphasizes how governance serves as the foundation for efficient and transparent family offices and businesses. The necessity of family governance is highlighted, particularly in the contexts of family offices, wealth management, succession planning, and estate planning. A practical scenario involving a fa...

Summary:  In this episode, Cory introduces Trudy Pelletier, an expert in communication and governance for family enterprises. Trudy shares her inspiring journey, emphasizing the importance of understanding childhood experiences and living life with purpose. She defines her role as facilitating difficult conversations within families and highlights the need for open communication, especially regard...

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, an...