Schedule a meeting with an Inclusive Advisor.

Staff at all levels get to speak with clients in our inverted pyramid organizational structure. Staff who are closest to clients are placed at the top with decision–making authority and choice of action. That’s inclusive.

    Locations

    Roles

    Our Team

    Adrienne Fowler

    port perry Administration - law

    Amy Jones, CPA

    peterborough accounting

    Brian Emmanuel

    peterborough port perry law

    Brock Jones

    peterborough accounting

    Deb McColl

    peterborough accounting

    Diana Martino

    peterborough port perry law

    Eliza Lam

    peterborough law

    Erika Gallacher

    peterborough accounting

    Faith Green

    peterborough law

    Grace Wheeler

    peterborough accounting

    Jaclyn Giffen, JD

    peterborough port perry law

    James Tudhope, JD

    port perry law

    Jeff Lingard, CPA

    peterborough accounting

    Jessica Hough

    peterborough administration

    Kevin Lee, CPA

    peterborough accounting

    Khidir Bkdach

    peterborough accounting

    Kortney Morello

    peterborough accounting

    Leah Landry

    peterborough law

    Michael Konopaski, CPA

    peterborough port perry oshawa director wealth

    Michael Mann

    peterborough accounting

    Nathan To

    peterborough accounting

    Rachel Dcunha

    peterborough accounting

    Ruby Bryne

    peterborough law

    Shannon Madill

    port perry law

    Tracy Lew

    port perry law