Comprehensive planning for the LGBTQ+ community
Marriage equality solved some, but not all of the challenges facing the LGBTQ+ community. In order to truly protect and provide for the people you love, every decision needs to be carefully considered alongside appropriate provincial and federal laws.
Services for LGBTQ+ Individuals and Families
At Corient, we have the experience and knowledge to help LGBTQ+ individuals and their families create custom wealth plans with:
For you, your loved ones and the future you envision
Over who cares for your children, manages your health and inherits your wealth
To meet evolving lives and changing laws
Services at a glance
Building wealth
Our experienced professionals can help you capitalize on the marriage, tax, estate and healthcare policies in effect today to build wealth more effectively and efficiently.
Family planning
We can help you navigate company benefits and assist with analyzing, understanding, and planning for the financial costs associated with the different methods for building your family. We can also help you negotiate complex family dynamics and current laws to help secure your familial rights—whether or not you are married or are a biological parent.
Retirement planning
Our team can help you understand the laws—as well as the projected living and healthcare costs—of the different areas you may be considering for retirement. We can help you make informed decisions about architecting, planning, investing for, and living in the retirement of your dreams.
Estate planning
We can help you design and execute estate plans that help ensure the people you select are caring for your children and making decisions about your health when you cannot. We can also help you ensure that the individuals intended to inherit your wealth actually do, whether or not they are a spouse or biological child.
Ongoing planning
Your experienced team can help you anticipate and plan for evolving needs and changing laws to help keep you on course toward your long-term goals.
