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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


How advisors can bust their clients’ money myths.
I spoke with The Globe and Mail about the money myths and beliefs that hold clients back, and how advisors can help without judgment.
Mar 6, 20232 min read


How to handle clients’ investment concerns during vacations.
I spoke with The Globe and Mail about how advisors can take a real break while keeping clients cared for, and the tools I use to stay connected when I travel.
Jul 28, 20222 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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