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

    Amy Jones, CPA

    peterborough accounting

    Angel Pitters

    peterborough law

    Brock Jones

    peterborough accounting

    Diana Martino

    peterborough port perry law

    Eliza Lam

    peterborough law

    Jaclyn Giffen, JD

    peterborough port perry director law

    Kelly Jarvis

    peterborough law

    Kevin Lee, CPA

    peterborough accounting

    Michael Konopaski, CPA

    peterborough port perry oshawa director wealth

    Ruby Bryne

    peterborough law