With Inclusive Wealth our financial advisers and staff provide advice and consulting to determine how you can put your money to work!

Financial Planning

You may be wanting to start a family, or buy a house, or are considering retirement; whatever your scenario is we can help provide you a detailed financial plan to ensure you are on track! Financial plans give you a realistic overview of your financial situation now and in the future, providing a peace of mind. Along with financial planning, retirement planning and estate planning  go hand-in- hand and make individuals and families feel confident about their financial decisions.

Our innovative financial planning software allows us to answer the question everybody wants to know: ‘When will I run out of money?’. Do you want to know if you should retire now, or in 5 years? Should you take CPP early? Can we afford a cottage? These are all questions we are able to address and we can help advise you on these decisions.

Estate Planning

Estate Planning is a process and part of any detailed financial plan. Our innovative team of advisors will guide you through this process and provide valuable direction at all levels explain all of the different scenarios.