Statement on Covid-19


Our Valued Stakeholders, 

We are closely monitoring this evolving situation and are basing our actions and decisions on recommendations from the Public Health Agency of Canada and relevant local authorities. We are working diligently behind the scenes to move client interests forward. In the meantime, we have taken the following measures to prioritize the health and safety of our stakeholders:

If you cannot send your documents through email and are coming to the office to drop them off instead, please use the secure mail slot at the 156A side door facing McDonnel Street. 

While we are no longer booking in-person meetings with clients, phone call meetings can be arranged by emailing or calling the people you regularly deal with at our office(s). Contact information for each office is below:

Call: 705 743 0266
Email: servicedesk@inclusiveadvisory.ca

Port Perry

Call: 905 985 9791
Email: scugog@inclusiveadvisory.ca

Call: 905 985 8411
Fax: 905 985 0029

Email: info@inclusivelaw.ca

Call: 289 481 1466
Email: durhaminfo@inclusiveadvisory.ca

Thank you for helping us put people first. We will keep you updated.


Inclusive Advisory

We believe that accountants, lawyers and investment advisors work better when they’re together in one space.

It’s an innovative, team based approach to financial advisory. It’s Inclusive. Smart Collaboration.

Inclusive is all about all of us.

Why deal with different firms in different buildings? That’s too complicated. Let us simplify things for you. Better Together.

Focus on what is important.

Achieve your business goals.

Ensure a smooth transition.

Let’s make accounting enjoyable, together.

Inclusive Accounting is a licensed public accounting practice offering assurance, financial reporting and tax services. We’re more than just accountants. We’re business advisors and problem solvers.

From Business Law to Real Estate we can do it together.

Our lawyers see the big picture. Inclusive Law is a Multi-Discipline Partnership designed to supplement our practice of law with other professional services.


Let us help you put your money to work for you.

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.

Inclusive Advisory does all my end of year accounting and they are very easy to work with. They let me know what they need and help me along the way.Their service is quick and thorough. I have complete faith in them and enjoy working with them.

Michelle Berry, Owner, Hunter Street Books

521 George Street North
Peterborough, Ontario
K9H 3S1

P 1.705.743.0266

P 1.705.742.6910

Wealth Management

250 Queen Street
Port Perry, ON
L9L 1B9



Wealth Management

E info@inclusiveadvisory.ca