Integrating for Success
Claim This Podcastby Ward & Uptigrove
Podcast Authority
Beta
Podcast Overview
<p>Small town values and downtown expertise in your favourite professional services firm. Integrating accounting, wealth management and consulting solutions to optimize your business.</p>
Language
🇺🇲
Publishing Since
6/28/2023
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Recent Episodes
March 19, 2025
Immigration Services
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...
March 3, 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.
December 24, 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.
19 total episodes available
Deep-dive analytics for Integrating for Success
Frequently asked questions
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- What is Integrating for Success?
<p>Small town values and downtown expertise in your favourite professional services firm. Integrating accounting, wealth management and consulting solutions to optimize your business.</p> - How often does this podcast release new episodes?
This podcast updates bi-weekly.
- Where can I listen to this podcast?
This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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