With us, personal growth is all Inclusive.
As an essential part of your personal growth, a financial plan will ensure a secure future allowing you to focus on what’s important to you. Inclusive can offer shape a plan for your personal growth understanding both long and short term goals and securing your future. We would enjoy meeting to discuss your future. Lets get together and start your personal growth plan. Better Together.
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

TF 1 866 989 7445
E info@inclusiveadvisory.ca