Shannon Lerner - Insurance Advisor

1 in 10 q***r adults are parents who live with at least one child under the age of 12.

Will you let the courts decide who will raise your children if you die prematurely?

Make a will.
Keep it up-to-date.

Contact your legal advisor for more information.

Source: https://www150.statcan.gc.ca/n1/pub/11-627-m/11-627-m2024046-eng.htm

Today is National Indigenous Peoples Day.

The Truth and Reconciliation Commission of Canada’s Call to Action 92 urges Canada’s corporate sector to adopt the United Nations Declaration on the Rights of Indigenous Peoples as a reconciliation framework.
This includes:
• meaningful consultation and consent for development
• employment opportunities and long-term benefits for Indigenous people
• training for management and staff on the history of Indigenous people in Canada

To apply CTA 92 in my business, I use funds with responsible investing mandates when possible.

I review commentary from fund managers about how UNDRIP (UN Declaration of Rights of Indigenous Peoples) principles have been applied to their portfolios.

If I see negative news articles about companies included in a fund, I ask the management team to justify their inclusion.

There are several approaches to responsible investing strategy, and they all have a place. For example:
• Investing in specific businesses and projects mandated to make an impact
• Only investing in companies that demonstrate commitment to responsibility
• As a significant shareholder, ask management to make meaningful improvements
• Invest in the “best in class” to gently encourage changes in policy across all companies in an industry

Not only is June Pride month, it is also National Indigenous History Month. And tomorrow is National Indigenous Peoples Day.

Did you know that 10% of trans and non-binary youth in Ontario are Indigenous?

Source:https://ourspectrum.com/wp-content/uploads/2021/07/Lack-of-LGBTQ2-Data.pdf

62% - The number of trans people who feel comfortable coming out to their doctors. 23% say their doctor doesn’t know how to provide trans-related healthcare.

Source:https://ourspectrum.com/wp-content/uploads/2021/07/Long-term-health-effects.pdf

Financial tip of the day

Buy life and health insurance

When facing illness, disability or premature death, insurance is the best tool for keeping your retirement and other savings goals on track. Savings can be drained faster than it took to build them, leaving you – or loved ones – without enough to maintain your lifestyle.