Planning that empowers us all

Advice Only Financial Plan Toronto

Inclusive Financial Planning is a national advice only financial planning firm offering our Ontario financial planning clients access to bespoke financial advice. Based in Nova Scotia, we serve our Canadian client’s with expert and affordable financial advice digitally from coast to coast to coast (except Quebec). Whether you’re in Burlington, Markham, downtown Toronto, or anywhere in the GTA we’re here to provide personalized advice only financial planning.

We offer a unique service for those looking for something different then a traditional financial advisor. We work with our client’s directly, and charge a fee for our time. We don’t sell any financial products, so you never have to worry about a sales pitch. If you’re interested in learning more about how we’re changing the way people access financial advice click here.

We’re firmly committed to making financial advice more welcoming, more inclusive, and easier to access. We’re the only certified LGBT owned and operated financial planning firm in Canada and we bring that unique perspective into everything we do. We work with a wide range of people in many different scenarios. Book a complimentary initial consultation to chat about how best we can help you reach your goals and make a better future for you and your family!

Inclusive Financial Planning is proud to be a trans and queer owned business, and is a certified LGBT Business enterprise by CGLCC, Canada’s 2SLGBTQIA+ Chamber of Commerce. To learn more about Laura and her story as Canada’s first trans financial planner check out our Meet the Team Page.