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, we 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.

 

  • Business Owner
  • Rental Properties
  • Self-Employed

Personal Law

Our lawyers structure agreements and put them in writing. They ask the questions that need to be asked. They also give honest, rational advice regarding risks, rewards, costs and alternatives. Their purpose is to add value by helping you achieve your goals.

 

  • Business
  • Estate Planning and Administration
  • Real Estate

Personal Wealth

With Inclusive Wealth, our financial advisors 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.

 

  • Financial Planning
  • Insurance
  • Investments

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