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
Gender Pay Gap Has Narrowed, but 18-Cent Shortfall Remains
Tips for Women Facing a Sudden Career Shift
Study Confirms Women Most Often Manage Their Households
7 Tips for Financially and Emotionally Navigating a Divorce
Has 2020 Thrown Your Budget Off Course?
Making a Career Pivot
Ready to Negotiate on Your Next Big Purchase?
As Shopping Evolves, Retailers Use Technology to Keep Pace
Wise Words From Six Wildly Successful Women
- 1726 Dolphin Ave Ste 500 Kelowna, BC V1Y 9R9
- 250.979.2718
- Map & Directions
- Map & Directions
Please click on the link below to stay connected via email.
*You can withdraw your consent at any time by unsubscribing to our emails.
Website legal disclaimers
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
Use of the Raymond James Ltd. website is governed by the Web Use Agreement.