The Inclusion Strategist

About

At The Inclusion Strategist, we believe that every family deserves a roadmap to financial freedom. We provide comprehensive financial planning services for individuals and families from all walks of life—helping you build wealth, protect your assets, and plan for a secure retirement.

While we serve a broad range of clients, we hold a distinct specialization in helping families navigating life with disabilities. As the President of U.N.I.T.E, a charity dedicated to community inclusion, I bring both professional expertise and personal advocacy to the table.

For all our clients, we offer robust strategies for growth and security. For families with special needs, we go a step further, integrating critical tools like the Disability Tax Credit (DTC), Registered Disability Savings Plans (RDSPs), and estate planning strategies involving Henson Trusts. Whether you are looking for standard investment advice or complex special needs planning, The Inclusion Strategist is dedicated to ensuring no one is left behind