With us, business growth is all Inclusive.

Inclusive Advisory is a multidisciplinary firm comprised of accountants, lawyers and investment advisors helping businesses and professionals to realize their accounting, legal, and financial objectives. As the name of our firm (Inclusive) suggests, we take a comprehensive approach to helping you first define your goals, then provide carefully considered solutions as part of a collaborative working experience. You benefit from having the combined professional experience of all of our partners in close proximity.

Business Accounting

Our clients should feel included at all levels. Inclusive Accounting is here so that we don’t have to turn a client away. Clients can tell us what they need and we can direct them to the right person. We offer a family of services so we can better coordinate servicing a client instead of turning them away.

 

  • Tax Returns
  • Bookkeeping
  • Consulting

Business Law

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  • Lawyer Service
  • Notary
  • Real Estate

Business Wealth

With Inclusive Wealth our registered representatives and staff provide advice and consulting to determine how you can put your money to work! Whether you need advice on starting to save for a home or deciding if you can retire early, these are all big questions where an Inclusive professional can help you.

 

  • Investments
  • Financial Planning
  • Segregated Funds

It’s so convenient to speak to an accountant about our taxes and then five minutes later meet with a lawyer to ask a few simple questions about our wills.

Audrey Black, Client

Speak with an Inclusive Advisor today.

521 George Street North
Peterborough, Ontario
K9H 3S1

Accounting
P 1.705.743.0266

Law
P 1.705.742.6910

Wealth Management
1.705.748.5821

250 Queen Street
Port Perry, ON
L9L 1B9

Accounting
1.905.985.9791

Law
1.905.985.8411

Wealth Management
1.905.985.3832

E info@inclusiveadvisory.ca