Ward & Uptigrove Wealth Management

Our Financial Planners work with you to balance individual lifestyle and financial goals, keeping you on your chosen trajectory.

[Ward & Uptigrove @Ward_Uptigrove]

The Ward & Uptigrove team is showing our support for Game 3 of the World Series tonight! ⚾

Let's go @BlueJays

#GoJaysGo #LetsGoBlueJays #WorldSeries #BlueJays

[Ward & Uptigrove @Ward_Uptigrove]

Please Note Our Summer Hours
Ward & Uptigrove will close on Fridays at 12:00pm from July 4 through to August 29, 2025.

Regular office hours will be Monday to Thursday, 8:30am - 5:00pm and Fridays 8:30am - 12:00pm.

[Ward & Uptigrove @Ward_Uptigrove]

The Ray Walter Memorial Scholarship is now open to applicants.⁠

In memory of our friend and colleague Ray Walter.

The application deadline is June 15, 2025. Please use the link below for the application form.
https://t.co/wz99MPmB9W

[Ward & Uptigrove @Ward_Uptigrove]

Happy Saint Patrick's Day from everyone at Ward & Uptigrove! 🍀🌈

[Ward & Uptigrove @Ward_Uptigrove]

We are currently hiring for TWO positions:
• Tax Manager
• Senior Tax Manager/Tax Principal

For more information or to apply visit:
https://t.co/j94q9CCvYO

[Ward & Uptigrove @Ward_Uptigrove]

We are THRILLED to announce Ward & Uptigrove was selected as a recipient of the Southwestern Ontario's Top Employers Award for 2025.

Thank you to our team for making Ward & Uptigrove an exceptional place to work!

Read more by visiting the link below:
https://t.co/3R0RlOcU5G

[Ward & Uptigrove Wealth Management @WardUptigroveWM]

Luke MacLennan, CPA, CA, QAFP and President of Ward & Uptigrove Wealth Management is joined by Laura Long, CFP, Financial Planner to introduce a new service available called EstateKeeper.

Catch the full episode below or wherever you get your podcasts!

https://t.co/0unddfFdGU

[Ward & Uptigrove Wealth Management @WardUptigroveWM]

The series will guide listeners on how to safeguard their hard-earned success, stressing the importance of legacy planning at every stage of life and the vital role of professional advice in navigating its complexities.

https://t.co/erGkS2ZIhO

[Ward & Uptigrove Wealth Management @WardUptigroveWM]

Have you listened to TriCert Investment Counsel's new podcast series yet?

Their new Echoes Series unravels the intricacies of legacy planning.

[Ward & Uptigrove Wealth Management @WardUptigroveWM]

From assessing your estate to crafting your legacy blueprint, TriCert has launched the first three episodes of a nine-part series.

[Ward & Uptigrove Wealth Management @WardUptigroveWM]

Did you miss Luke MacLennan's podcast episode on Saving vs. Paying Down Debt? Or maybe you're more of a reader than a listener? We have good news!

You can now catch the episode on our blog. Visit the website below to learn more:

https://t.co/Hnvpc4AThP

[North Perth @NorthPerth1]

Thirteen years ago today our community suffered a terrible tragedy.
Please join us in remembering and honouring our North Perth firefighters Ray Walter and Ken Rea. Their sacrifice for our community will never be forgotten.

[Ward & Uptigrove Wealth Management @WardUptigroveWM]

RRSP basics ✅

Listen to the full episode of "Integrating for Success" wherever you get your podcasts.

#RRSP #retirementplanning #wealthmanagement #financialplanning

[Ward & Uptigrove @Ward_Uptigrove]

Interest rates are the highest they've been in the last 15 years - should you be investing or paying down your debt?

Luke MacLennan, President of @WardUptigroveWM helps answer this question in our most recent episode of Integrating for Success.

#interestrates #financialplanning

[Ward & Uptigrove Wealth Management @WardUptigroveWM]

This is exactly why an integrated approach is so important. A large part of estate planning is tax planning, and it's never too early to start.

[Ward & Uptigrove @Ward_Uptigrove]

Tim Bridge, CPA, CA, answering what happens to capital gains after death, and why you want to get an estate plan in place.

Listen to the full episode of "Integrating for Success" wherever you get your podcasts.

#taxtips #capitalgains #estateplanning

[Ward & Uptigrove Wealth Management @WardUptigroveWM]

Tax planning is one of the keys to a successful and thorough Financial Plan. Our integrated approach aims to ensure you won't be caught in situations like the one Tim describes below.

[Ward & Uptigrove @Ward_Uptigrove]

This one blew our minds 🤯

Tax Partner Tim Bridge, CPA, CA talks about tax planning in the year of death, and why it's so important to get ahead of.

Find the latest episode of "Integrating for Success" wherever you get your podcasts.

#taxplanning #estateplanning #taxaccountant

[Ward & Uptigrove Wealth Management @WardUptigroveWM]

Independent Accountants' Investment Counsel Inc.'s Weekly Market Update for June 19th - 23rd, 2023 is now available:

https://t.co/XpGxK8eoik

#investments #wealtmanagement #powerofintegration

[Ward & Uptigrove Wealth Management @WardUptigroveWM]

Independent Accountants' Investment Counsel Inc.'s Weekly Market Update for June 12th - 16th, 2023 is now available:

https://t.co/IKpNWHmSDc

#investments #wealtmanagement #powerofintegration

[Ward & Uptigrove Wealth Management @WardUptigroveWM]

Learn more by checking out our latest blog post below:

https://t.co/v17g5hwJZv

#generationalwealth #wealthmanagement #RESP #SmallTownValues #DowntownExpertise

[Ward & Uptigrove Wealth Management @WardUptigroveWM]

Did you know that the average total cost for a 4 year university degree in Canada is $100,000?⁠ 🤯

[Ward & Uptigrove Wealth Management @WardUptigroveWM]

If you're a grandparent looking to conscientiously pass wealth between generations, opening and contributing to an RESP on behalf of your grandchildren is and excellent option.⁠