2SLGBTQ+ Clients

Working with an investment or insurance advisor shouldn’t feel like coming out all over again.

As a member of the LGBTQ+ community, our advisor passionately supports our 2-spirit, lesbian, gay, bisexual, transgender, queer and other rainbow clients on their financial journeys in a safe and inclusive manner. We believe that creating space for our clients to be their authentic selves allows us to nurture a stronger relationship and leads to better financial planning outcomes.

How many times have you had to explain a unique aspect of being LGBTQ+ to someone who doesn’t understand or gets uncomfortable? Wouldn’t it be nice to work with a financial professional who just “gets it”?

Members of our community often face unique challenges when it comes to:

• Estate planning for chosen family or no heirs

• Charitable giving opportunities

• Unconventional relationship structures

• Adoption/Surrogacy

• Common-Law vs Marriage implications

• Fear of discrimination - job security, loans, rental, business

• Estranged family issues and/or self-reliance

• Lack of family support

• Stigmatized treatment - HIV, monkeypox

• Uncomfortable medical questions on insurance applications

• Among many others