LGBTQ Couples & Individuals

We have an established history of providing specialized financial guidance for lesbian, gay, bisexual and transgender couples and individuals. We have not only helped clients, but have also provided support to LGBTQ organizations and served on the boards of non-profits throughout the years. We are passionate about working with LGBTQ clients and can help you address factors unique to the LGBTQ community.

We are familiar with issues faced by community members when it comes to financial planning and investment management. We stay abreast of the issues and appreciate the sensitivities, concerns and needs of our clients in the community. LGBTQ people have made major gains over the last decade including the right to marry in Canada and now in the U.S. What are the financial implications that come with these changes? How do we best position our clients to protect and grow their wealth? We serve many lesbian and gay couples who have assets and family on both sides of the Canada U.S. border. Together we will create, implement and manage a plan focused on your personal goals. And we'll make the process as simple as we can.

Case Studies