Meet The Owner
Gilles Ouellette’s work ethic, forged in his teens, working 100-hour weeks, defines the tenacity with which he approaches risk management on behalf of his clients’ life and business dealings, minimizing their tax … maximizing their cash flow.
His tenured career as a financial advisor with the most respected banking and life insurance companies prepared Gilles to become principal of the Inclusif Group, a financial planning firm, where he specializes in retirement and estate planning. Working with his clients’ lawyers and accountants Gilles guides business owners wishing to transition out of their companies to do so in the most organized and tax efficient manner.
Gilles is especially proud of his past presidency of the The Exchange Network, a business leadership club, his role as Finance Chair for Compassionate Friends … an organization that provides bereaved parents with assistance through their grieving process … and his dedication to his wife Janet and their blended family.