Shows / Legacy Builders: Strategies for Building Successful Family Enterprises

Legacy Builders: Strategies for Building Successful Family Enterprises
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…
Episodes
Legacy Builders: Strategies for Building Successful Family EnterprisesRewriting the Script: Revitalizing Stalled Family Enterprise Relationships
In this episode, Darrin Hotte, a certified Family Mediator and Family Enterprise Advisor at New Solution Mediation, shares insights from his 35 years of…
Legacy Builders: Strategies for Building Successful Family EnterprisesForesight and Adaptability: Navigating the Complexities of Exit Planning
In our latest Legacy Builders episode, Anne Evamy, Owner and Advisor at Junction Point Inc., shares her journey and insights as a Certified Value Builder and…
Legacy Builders: Strategies for Building Successful Family EnterprisesFrom Accounting to Advising: A Veteran's Journey in Developing a Coaching Mindset
In this engaging episode, Jas Butalia shares his journey from a traditional CA to a family business advisor, highlighting the importance of mentorship…
Legacy Builders: Strategies for Building Successful Family EnterprisesValuation Insights: Aligning Business and Personal Investment in Enterprise Transitions
In this episode, Sharon Gray, CPA CA CBV, shares her expertise in navigating the complexities present in family business assignments. We explore the importance…
Legacy Builders: Strategies for Building Successful Family EnterprisesPrioritizing for Impact: Identifying and Aligning Key Family Objectives
In this episode, Spencer Mellace shares his journey from his early days as a financial advisor to his current role as a trusted guide for families seeking…
Legacy Builders: Strategies for Building Successful Family EnterprisesBeyond the Founder's Shadow: Empowering Rising Generations to Reimagine Legacy
In this episode, Tim Yeung shares his insights on navigating family businesses. As a family enterprise advisor, he emphasizes the importance of finding one's…
Legacy Builders: Strategies for Building Successful Family EnterprisesCultivating Resilience: From Resistance to Openness
In this episode, Judi Cunningham shares insights on building resilience when faced with adversity during strategic planning for family enterprises. We explore…
Legacy Builders: Strategies for Building Successful Family EnterprisesPerfectionism Paralysis: Crafting Adaptive Governance for Family Business Longevity
In this episode, Leah Tolton shares insights on business governance and ownership transitions for family enterprises. We explore the importance of flexibility…
Legacy Builders: Strategies for Building Successful Family EnterprisesBuilding Futures and Passing the Baton: Family Development for Seamless Successions
We're honoured to tap pioneering succession advisor Gerry Meyer for the first 2024 episode of Legacy Builders. Guiding families and firms through leadership…
Legacy Builders: Strategies for Building Successful Family EnterprisesManaging Family Enterprises: Succession & Board Dynamics with Barb Schimnowsky
In this podcast, Cory engages in a conversation with Barb, unveiling the intricate dynamics of family enterprises through Barb's extensive experience…
Legacy Builders: Strategies for Building Successful Family EnterprisesGenerational Shifts: Shauna Feth's Guide to Family Succession
In this podcast episode, Cory engages with Shauna Feth, President and CEO of the Alberta Chambers of Commerce (ACC), delving into the pivotal value of family…
Legacy Builders: Strategies for Building Successful Family EnterprisesFrom Farm to Legacy: Building Family Enterprises with Trevor MacLean
In this episode of the Legacy Builders Podcast, we sit down with Trevor MacLean, a Partner at MNP's Agriculture team in Lethbridge. With over two decades of…
Legacy Builders: Strategies for Building Successful Family EnterprisesUnlocking Family Business Legacies: A Conversation with David Blom
In this engaging episode of "Legacy Builders," Cory Gagnon, your host, deepens our understanding of family business legacies with the guidance of the esteemed…
Legacy Builders: Strategies for Building Successful Family EnterprisesThe Happiness Factor: Exploring the Intersection of Family and Business Well-Being
In this episode of "Legacy Builders," Cory Gagnon navigates the intricacies of family and business well-being while unraveling the enigmatic "happiness…
Legacy Builders: Strategies for Building Successful Family EnterprisesThe Advisor's Perspective: Guiding Family Enterprises to Prosperity with Shauna Frederick
In this episode, Shauna Frederick, a renowned expert in family enterprise advising, engages in a thought-provoking discussion with host Cory Gagnon. The…
Legacy Builders: Strategies for Building Successful Family EnterprisesGeneration to Generation: Education as a Wealth Transition Strategy
Welcome to episode 6, where we unravel the intricacies of wealth transition and the vital role of family values in preserving legacies. In this episode, we…
Legacy Builders: Strategies for Building Successful Family EnterprisesGenerational Alignment for Effective Wealth Transition
In this episode, we're joined by Cindy Radu, a seasoned finance professional with 35+ years of experience. Her journey is a testament to seizing opportunities…
Legacy Builders: Strategies for Building Successful Family EnterprisesCreating Positive Change Through Strategic Philanthropy
Defining Philanthropy: Philanthropy is introduced as a means of improving the world by utilizing available resources. Melinda Gates' quote on philanthropy is…
Legacy Builders: Strategies for Building Successful Family EnterprisesNavigating Family Philanthropy: From Why to How
Introduction: ● Host Cory introduces Gena Rotstein, a leading figure in Canada's social enterprise and philanthropy realm. ● Her unique journey and perspective…
Legacy Builders: Strategies for Building Successful Family EnterprisesNavigating the Path to Family Governance for Your Family Enterprise
Summary: This episode delves into the critical role of governance in family enterprises. It emphasizes how governance serves as the foundation for efficient…
Legacy Builders: Strategies for Building Successful Family EnterprisesCommunication and Governance Strategies for Family Enterprises
Summary: In this episode, Cory introduces Trudy Pelletier, an expert in communication and governance for family enterprises. Trudy shares her inspiring…
Legacy Builders: Strategies for Building Successful Family EnterprisesTrailer - Legacy Builders: Strategies for Building Successful Family Enterprises
Cory Gagnon doesn’t just love supporting multi-generational families every day. He loves digging into topics and sharing information that matters to family…