Inclusive Advisory
Accounting
Peterborough, Ontario 719 followers
Lawyers, accountants, investment advisors, and HR consultants collaborating to help clients achieve their goals.
About us
We believe that experts in personal and business growth work better when they’re together in one space. We’re a team of accountants, lawyers, investment advisors and human resources consultants collaborating for an innovative approach to financial advisory. It’s Inclusive. Better together.
- Website
-
http://www.inclusiveadvisory.ca
External link for Inclusive Advisory
- Industry
- Accounting
- Company size
- 11-50 employees
- Headquarters
- Peterborough, Ontario
- Type
- Privately Held
- Founded
- 2015
- Specialties
- Corporate Law, Accounting, Wealth Management, Business Advisory, Financial Advisory, Auditing, Real Estate Law, Financial Planning, Bookkeeping, Consulting, Estate Planning, and Human Resources
Locations
-
Primary
Get directions
521 George Street N
Peterborough, Ontario K9h 3s1, CA
-
Get directions
175 North Street
Port Perry, Ontario L9L 1B7, CA
-
Get directions
73 Centre Street South
Oshawa, Ontario L1H 4A1, CA
Employees at Inclusive Advisory
-
Michael Konopaski, CPA, CFP, CIM, PhD, ICD.D
An independent, flat-fee dealer working with advisors and portfolio managers to create the future of wealth management advice
-
Jeff Lingard
Senior Accountant at Inclusive Advisory
-
Cindy Carr
Bookkeeper at Inclusive Advisory
-
Kortney Morello, CPA
Junior Accountant