Small town values and downtown expertise in your favourite professional services firm. Integrating accounting, wealth management and consulting solutions to optimize your business.
Carrie Sharpin, CHRL and HR Solutions Manager is joined by Hanne Nauwelaerts, RCIC, CHRP - HR Advisor & Immigration Consultant to introduce Immigration Services that are now been offered by HR Solutions! Follow along to learn more about the process and the services being offered! Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this episode raised some questions for you, we would love to chat. Give us a call or...
3 Mar 2025
First Home Savings Account
Luke MacLennan, CPA, CA, QAFP and President of Ward & Uptigrove Wealth Management is joined by Tamara Campbell, CFP®, Wealth Management Advisor to chat about the First Home Savings Account. Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this episode raised some questions for you, we would love to chat. Give us a call or send us an email any time - links are on our website here.
24 Dec 2024
EstateKeeper
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 to clients called EstateKeeper. Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this episode raised some questions for you, we would love to chat. Give us a call or send us an email any time - links are on our website here.
15 May 2024
Capital Gains Inclusion Rates and more from the 2024 Federal Budget with a Tax Principal
Mark Woynillowicz, CPA, CA joins us to chat about and simplify the bigger changes coming out of the 2024 Federal Budget. He explains how the change in the capital gains inclusion rate may affect you, and what else you might want to know about the Budget.
Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this episode raised some questions for you, we would love to chat. Give us a call or send us an email any time - links are on our website here (https://www.wardanduptigrove.com/contact).
15 May 2024
What You Need to Know About the 2024 Federal Budget with a Tax Principal
Mark Woynillowicz, CPA, CA joins us to chat about and simplify the bigger changes coming out of the 2024 Federal Budget. He explains how the change in the capital gains inclusion rate may affect you, and what else you might want to know about the Budget.
Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this episode raised some questions for you, we would love to chat. Give us a call or send us an email any time - links are on our website here (https://www.wardanduptigrove.com/contact).
18 Apr 2024
Estate Planning for Farmers (Part 2) with an Accounting Partner
Bill C208 - what is it, and if you're a farmer, why should you care? We delve deep into this Bill that allows for intergenerational farm transfers (with some rules, of course!) in Part 2 of our Estate Planning for Farmers series. Jen McArthur, CPA, CA, chats about what has changed and what has not since the Bill was introduced in 2021 and how you might be able to use it to your advantage.
Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this episode raised some questions for you, we would love to chat. Give us a call or send us an email any time - links are on our website here (https://www.wardanduptigrove.com/contact).
8 Mar 2024
Estate Planning for Farmers (Part 1) with an Accounting Principal
Lifetime capital gains, intergenerational farm transfers, and qualified farm property is covered in this first of a three part series on estate planning for farmers. Chad Martin, CPA walks us through important details like how you can use lifetime capital gains exemption to minimize tax liability, what constitutes a qualified farm property and more. If you're a farmer starting to think about how you can pass your farm on to the next generation, you'll want to have a listen.
Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this episode raised some questions for you, we would love to chat. Give us a call or send us an email any time - links are on our website here (https://www.wardanduptigrove.com/contact).
8 Mar 2024
Estate Planning for Farmers (Part 1) with an Accounting Principle
Lifetime capital gains, intergenerational farm transfers, and qualified farm property is covered in this first of a three part series on estate planning for farmers. Chad Martin, CPA walks us through important details like how you can use lifetime capital gains exemption to minimize tax liability, what constitutes a qualified farm property and more. If you're a farmer starting to think about how you can pass your farm on to the next generation, you'll want to have a listen.
Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this episode raised some questions for you, we would love to chat. Give us a call or send us an email any time - links are on our website here (https://www.wardanduptigrove.com/contact).
8 Feb 2024
Accounting and Your Year End with an Accounting Principal
Alicia McDonald, CPA, CA joins us to discuss the different levels of engagements and how they differ in information provided but also information required. She also touches on accounting standards, how they change and why they matter, and some tips to help make this tax season smooth for everyone.
Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this episode raised some questions for you, we would love to chat. Give us a call or send us an email any time - links are on our website here (https://www.wardanduptigrove.com/contact).
29 Jan 2024
What You Need to Know About RRSPs with a Wealth Advisor
Have you ever wondered what exactly an RRSP is and how you can use one to your advantage? Maybe you already have one but just how the tax treatment of it works is beyond you, or maybe you're wondering how a spousal RRSP could work to your advantage. We have your answers as Luke MacLennan, CPA, CA, QAFP joins us to chat all things RRSP.
Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this episode raised some questions for you, we would love to chat. Give us a call or send us an email any time - links are on our website here (https://www.wardanduptigrove.com/contact).
10 Jan 2024
How to Prepare for Tax Season with a Bookkeeping Manager
December 31 has passed which means year end has begun for many. Trevor Seip, Manager of Bookkeeping here at Ward & Uptigrove joins us again and shares some tips and tricks to help you prepare for and get through tax season as easily as possible.
Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this episode raised some questions for you, we would love to chat. Give us a call or send us an email any time - links are on our website here (https://www.wardanduptigrove.com/contact).
11 Oct 2023
Saving vs Paying Down Debt with a Wealth Advisor
To save or to pay down debt? That is the question, and we give you a few things to consider. Luke MacLennan, CPA, CA, QAFP and President of Ward & Uptigrove Wealth Management joins us again for an information-filled episode suitable for all. As it turns out, the answer may not be as simple as you expect!
Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this episode raised some questions for you, we would love to chat. Give us a call or send us an email any time - links are on our website here (https://www.wardanduptigrove.com/contact).
27 Sept 2023
Career Paths & Accounting for Veterinary Practices with an Accounting Partner
Brendan Magee, CPA, CA joins us for a different kind of episode. We chat about what his career path looked like (spoiler alert: it didn't start in Accounting), and how he made the transition into being an expert in the veterinary practice management space.
For the veterinarians out there, we also chat about how W&U developed specialized reports to help practice owners understand how their practice was performing, as well as trends in the buy/sell space.
Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this episode raised some questions for you, we would love to chat. Give us a call or send us an email any time - links are on our website here (https://www.wardanduptigrove.com/contact).
13 Sept 2023
Tax Planning for Your Estate with a Tax Partner
This episode is, admittedly, sobering as we have to face what things would look like when we're gone. Tim Bridge, CPA, CPA takes us through some of the common pitfalls and issues, as well as areas where you can get ahead when it comes to estate and tax planning.
If estate and tax planning is something you haven't gone through yet, I think you'll be surprised to learn how you might be able to maximize your estate value, if that's something you want to do.
Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this episode raised some questions for you, we would love to chat. Give us a call or send us an email any time - links are on our website here (https://www.wardanduptigrove.com/contact).
23 Aug 2023
Why You Need Employment Agreements with an HR Manager
Both employers and employees will gain a lot of knowledge about employment agreements, thanks to our HR Solutions consulting Manager, Carrie Sharpin. You'll learn just why you want to have those employment contracts in place, when to have them in place, and what happens if there's a mistake that leads to court.
Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this episode raised some questions for you, we would love to chat. Give us a call or send us an email any time - links are on our website here (https://www.wardanduptigrove.com/contact).
10 Aug 2023
Intergenerational Farm Transfers with an Accounting Partner
Jennifer McArthur, CPA, CA joins us to chat about the most common questions she hears from clients. She answers how you can approach intergenerational farm transfers, capital gains exemptions, replacement properties, and more.
This is a great episode for farmers who are starting to think about passing their farm on to the next generation.
Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this episode raised some questions for you, we would love to chat. Give us a call or send us an email any time - links are on our website here (https://www.wardanduptigrove.com/contact).
26 Jul 2023
Integrated Financial Planning with a Wealth Advisor
"Financial plan" is a broad term that many of us think we understand... but do we? Listen to Luke MacLennan, CPA, CA, QAFP and President of Ward & Uptigrove Wealth Management talk about what really makes a strong financial plan. You'll learn about all of the pieces you need to consider, and how the end product made better thanks to the integrated approach at Ward & Uptigrove.
Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this episode raised some questions for you, we would love to chat. Give us a call or send us an email any time - links are on our website here (https://www.wardanduptigrove.com/contact).
13 Jul 2023
Do's and Don'ts of Signing Bonuses with a Bookkeeping Manager
Trevor Seip, Manager of Bookkeeping at Ward & Uptigrove joins us to chat about the do's and don'ts of signing bonuses. Signing bonuses are a common recruitment tool in highly competitive industries, and sometimes employers get ahead of themselves when it comes to offering them. Learn what that can mean to you as an employer, and how it affects your new employee, too.
Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this episode raised some questions for you, we would love to chat. Give us a call or send us an email any time - links are on our website here (https://www.wardanduptigrove.com/contact).
28 Jun 2023
DVM Compensation Trends with an HR Professional
Leah Frizzle, CHRP joins us to chat about trends she's been seeing in the DVM compensation space as an HR Advisor within the Ward & Uptigrove Veterinary Advisory group. Hiring veterinarians remains a tricky endeavor, and Leah offers some interesting insights from an employer standpoint.
The Ward & Uptigrove Veterinary Advisory group comprises Business Advisory, Accounting, Tax Planning, Bookkeeping, Wealth Management and HR consulting services with over 300 veterinary clients across Ontario.
Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this episode raised some questions for you, we would love to chat. Give us a call or send us an email any time - links are on our website here (https://www.wardanduptigrove.com/contact).
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