Inclusive Financial Planning

03/18/2026

We've been a little quiet lately, and that's because we've been pretty busy behind the scenes. To give a little bit of an update, there's some news that's definitely overdue!

We started the new year running and I'm very happy to welcome Shannon Furlotte to the team as our new Adminsitrative Assistant, Shannon brings a wealth of experience to the team building out our organizational processes and helping us serve our clients better. She's also an experienced payroll professional that is building out our professional services as we continue to welcome new clients to serve.

I'm also excited to announce that Mallory is taking on greater responsibility for our bookkeeping services and is taking on the role of Manager, Bookkeeping for Inclusive Financial Planning. Mallory has done a great job deepening the services we offer our clients and I'm proud to have her on our team.

2025 was a year of deepening the services we offered. We took on more consulting projects for companies, governments, and non-profit organizations. We delivered more complex financial planning for our personal and corporate clients. We're continuing the work towards my goal of building a truly accessible and welcoming financial services firm that works for our clients, both present and future, with care, consideration, and thoughtful purpose.

Thank you to those that have joined us on this journey so far and we look forward to continuing to advance and evolve alongside our clients.

01/29/2026

Are you thinking of buying your first home? Whether you're struggling to save up or you're well on your way to having a down payment, you'll want to use every tool in your toolbox to reach your financial goal. That includes the First Home Savings Account (FHSA).

Our very own Laura Whiteland, CFP, provides her tips for making the most of the FHSA—and financial planning—as you prepare for this life-changing purchase: Building Your Foundations with the First Home Savings Account

09/29/2025

If a sudden expense arises, will you be ready? When unexpected—and costly—life events arise, an emergency fund can help you cover the costs. But for many Canadians, creating one can come with challenges.

In her article, Stephanie Douglas, CFP, breaks down the basics of emergency funds. Find out what an emergency fund is, why it's so important, and what you can do to start saving the amount you need: https://www.financialplanningforcanadians.ca/insights-detail/emergency-funds-101--why-having-one-is-critical

No matter how prepared we think we are, life has a way of surprising us. All too often, unexpected events leave us searching for money to cover costs outside of our regular budgets. That’s where emergency funds come in.  

06/02/2025

Are you new to investing? If so, getting started may feel overwhelming, but it doesn't have to. Once you understand the basics, you can work with a professional financial planner to make an informed decision about your first step.

In his article, Ryan Gubic, CFP, explores the types of investments available, the potential risks and opportunities associated with investing, what it means for your taxes, and more.

Read the full article now: http://bit.ly/43HVvQs

Investing can help you grow your money to achieve your goals. Investing can be part of a holistic financial plan, which a CFP professional or QAFP professional can help you create  

12/19/2024

It's been a busy year for us and as we move towards a new year we also wanted to take a moment to look at how far we came in 2024.

What's meant the world to us are our clients who continue to place their trust in us to provide inclusive financial advice and services!

11/14/2024

A good credit score can play a key role in your financial well-being. But making a plan to improve upon that three-digit number can be confusing. What exactly goes into a credit score, and what can you do to boost yours?

In his article, David Christianson, CFP, will help you unpack you credit score and share helpful insights to help you strengthen your credit.

Learn how a good credit score can put you on the right path: bit.ly/3YM5oKB

If you’re hoping to make a positive change related to your finances, optimizing your credit score is key.

09/16/2024

If you feel anxious when you review your monthly financial statements, you’re not alone. The good news is, you can take steps to control your finances — and tackle your money challenges with confidence.

Laura Whiteland, CFP, shares insights that will help you face your personal finance fears and better understand your spending.

Learn how to overcome your anxiety and begin or continue your journey toward financial well-being:
http://bit.ly/3TrybCs

Building a routine can help you understand your financial situation, plan for life’s ups and downs, and quiet your financial anxieties.

07/26/2024

Incredibly proud to have sponsored this amazing event!

Thank you Inclusive Financial Planning for being our Title sponsor for the 2024 HFX Pride Cup 🌈🌈

07/19/2024

07/09/2024

Owning a home can seem like an impossibility while navigating a difficult economy, but it doesn’t have to be.

Taking small steps like creating a practical plan and developing healthy financial habits can help you make homeownership a reality.

Johanne Plamondon, CFP, offers useful tips on how you can attain homeownership through making small but realistic changes in your finances.

https://bit.ly/4cjz3QR

Start building a path toward homeownership with a solid financial plan.    

07/03/2024

We're proud to welcome Mallory to the Inclusive Financial Planning team. We're very excited to have her joining us as a bookkeeper to expand the services we offer to our clients. Managing your organization's finances is incredibly important and now we're happy to say we're here to help in more ways then before!