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LGBTQ
Why advisors need to consider the unique financial challenges of LGBTQ clients.
I spoke with The Globe and Mail about why LGBTQ Canadians are looking for representation and empathy from their financial advisors.
Jun 27, 20242 min read
Investment industry’s traditional culture remains a barrier for LGBTQ Advisors.
The investment industry's traditional culture can still make 2SLGBTQ+ advisors feel they need to hide who they are. I shared my own experience with The Globe and Mail.
Jun 24, 20222 min read
What advisors must know about working with LGBTQ2+ clients.
Many LGBTQ2+ clients come to me after struggling to find an advisor they can be open with. I shared with Wealth Professional what advisors need to understand to serve them well.
Jun 15, 20222 min read
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