With us, Succession Planning is all Inclusive.
As time moves on – Succession Planning will need to be addressed as part of any detailed business plan. Ensuring the next level of management is in place and ready with the skills needed to continue the profitable healthy growth of any organization will be vital. Our innovative team will guide you through this process and provide valuable direction at all levels to guarantee a smooth and timely transition plan. Let get together and discuss your next level plans. We would enjoy talking about your next step. Let’s get together and start your plan.
Succession Accounting
Our clients should feel included at all levels. Inclusive Accounting is here so that we don’t have to turn a client away. Clients can tell us what they need and we can direct them to the right person. We offer a family of services so we can better coordinate servicing a client instead of turning them away.


  • Tax Returns
  • Bookkeeping
  • Consulting
Succession Law
  • Lawyer Service
  • Notary
  • Real Estate
Succession Wealth
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.


  • Investments
  • Financial Planning
  • Segregated Funds

It’s so convenient to speak to an accountant about our taxes and then five minutes later meet with a lawyer to ask a few simple questions about our wills.

Audrey Black, Client

Speak with an Inclusive Advisor today.

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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