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PODCAST

Integrating for Success

Ward & Uptigrove

Small town values and downtown expertise in your favourite professional services firm. Integrating accounting, wealth management and consulting solutions to optimize your business.

business

All Episodes

10:29

Immigration Services

Integrating for Success ·

2025/03/19

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...

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13:33

First Home Savings Account

Integrating for Success ·

2025/03/03

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.

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8:36

EstateKeeper

Integrating for Success ·

2024/12/24

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.

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10:49

What You Need to Know About the 2024 Federal Budget...

Integrating for Success ·

2024/05/15

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 ar...

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14:51

Estate Planning for Farmers (Part 2) with an...

Integrating for Success ·

2024/04/18

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13:57

Estate Planning for Farmers (Part 1) with an...

Integrating for Success ·

2024/03/08

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12:43

Accounting and Your Year End with an Accounting...

Integrating for Success ·

2024/02/08

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18:57

What You Need to Know About RRSPs with a Wealth Advisor

Integrating for Success ·

2024/01/29

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14:07

How to Prepare for Tax Season with a Bookkeeping Manager

Integrating for Success ·

2024/01/10

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16:29

Saving vs Paying Down Debt with a Wealth Advisor

Integrating for Success ·

2023/10/11

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21:49

Career Paths & Accounting for Veterinary Practices...

Integrating for Success ·

2023/09/27

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13:34

Tax Planning for Your Estate with a Tax Partner

Integrating for Success ·

2023/09/13

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21:52

Why You Need Employment Agreements with an HR Manager

Integrating for Success ·

2023/08/23

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8:49

Intergenerational Farm Transfers with an Accounting...

Integrating for Success ·

2023/08/10

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33:37

Integrated Financial Planning with a Wealth Advisor

Integrating for Success ·

2023/07/26

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7:35

Do's and Don'ts of Signing Bonuses with a Bookkeeping...

Integrating for Success ·

2023/07/13

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21:18

DVM Compensation Trends with an HR Professional

Integrating for Success ·

2023/06/28

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17 results

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