Changes in the role of the advisor.

Access to comprehensive services gives our professionals the opportunity to provide a unique, collaborative approach to understand your vision and values. Depending on your needs, g offer specialists including portfolio management, estate and trust planning, tax planning and philanthropy.

Personal 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

Personal Law

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  • Lawyer Service
  • Notary
  • Real Estate

Personal 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

250 Queen Street
Port Perry, ON
L9L 1B9

P 1 705 743 0266