Our Story

Inclusive began with the simple concept of a network of professional advisors: accountants, financial advisors and lawyers that share their experience by collaborating across boundaries and reach beyond existing models of client service delivery.

We wanted to create the feeling of pulling professional advisors together. Inclusive is defined by its four brand value pillars:

1. Trust – clients best interest
2. Security – confidential collaboration
3. Innovation – changing these industries
4. Creative – original thinking

To embody Inclusive, we chose a holographic representation of the “absence of one particular colour” or “inclusion of every colour”. Inclusive Advisory does not associate with one particular colour – it includes every colour in the spectrum.


Better Together

We support and encourage sustained financial achievement and growth generated from continued investment through a variety of unique service offerings. We support individuals and organizations that are focused on their next stage of success.

Our knowledge, innovation and courage deliver results in a collaborative professional style that establishes and builds trust – together.

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521 George Street North
Peterborough, Ontario
K9H 3S1

P 1.705.743.0266

P 1.705.742.6910

Wealth Management

E admin@inclusiveadvisory.ca

175 North St.
Port Perry, ON
L9L 1B7



Wealth Management

E scugog@inclusiveadvisory.ca

73 Centre St S
Oshawa, ON
L1H 4A1

F 1.289.719.2222

E durhaminfo@inclusiveadvisory.ca