To our valued clients,
With the recent declaration of a state of emergency and stay-at-home orders by the Government of Ontario, Inclusive Advisory has had to make some adjustments to our day-to-day operations.
The doors of our Peterborough, Port Perry, and Oshawa locations are locked, but our staff are working diligently behind the scenes to move client interests forward. We will remain in contact with you via phone, email, or appointment to make sure your financial and legal needs continue to be met. Please refer to the specific contact information and document drop-off details for each office below.
We encourage you to use our new Client Portal to securely provide electronic versions of your documents. Please contact your office at the information below to register for this service.
Call: 705 743 0266
Document drop off: Physical documents can be placed in the secure mail slot located at the door marked ‘156A’ on the McDonnel St. side of the building.
Call: 905 985 9791
Document drop off: Physical documents can be placed in the secure mail slot located to the right of the door.
Call: 289 481 1466
Document drop off: By appointment only.
Thank you for helping us put people first. We will keep you updated on any future changes to our operations.