Planning that empowers us all

Fee Only Financial Planner Halifax

Inclusive Financial planning is a Nova Scotia based fee only financial planner. Operating out of Truro, Nova Scotia we’re available digitally across Canada. We’re leading the way as an inclusive fee only financial planner Halifax, Dartmouth, Bedford, Sackville and others residing throughout the HRM

We offer a unique service for those looking for something different then a traditional financial advisor. Fee only financial planning, often referred to as advice only financial planning is different in that 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, hidden fees, or hefty commissions. 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. If you’ve ever felt intimidated by the idea of asking for help with your finances, we understand. Money isn’t always a fun subject to talk about, so we’ve worked to make it as easy as possible to get the help that you need.

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.