Understanding the challenges of the LGBT2Q+ community and how we help
We personally understand the unique planning needs of LGBT2Q+ individuals and families being active members of the community ourselves. As your financial guide, we help you see all angles of the bigger picture – important things like protecting your family or passing on a legacy to the next generation.
We are innately aware of the sensitivities, concerns and needs of our clients and proudly offer a safe environment where everyone feels confident to be their authentic selves. You can rely on us to provide customized guidance to manage and protect your hard-earned wealth.
Services Include
- Investment Advice and Education
- Cash Management
- Tax Considerations
- Risk Management
- Retirement Plans
- Estate, Legacy & Strategic Charitable Planning
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., Member of the Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization (CIRO). Securities-related products and services are offered through Raymond James Ltd. Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund. Raymond James' Estate and Trust Services are offered by Solus Trust Company and Raymond James. Trust (Québec) Ltd. Solus Trust Company (“STC”) provides services in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario. Raymond James Trust (Québec) Ltd. (“RJTQ”) provides services in the province of Québec. Services provided by STC and RJTQ are not covered by the Canadian Investor Protection Fund. STC and RJTQ are affiliates of Raymond James Ltd. Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.
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