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Firm History

60 years providing a full line of accounting services

Ward & Uptigrove’s commitment to provide high quality accounting and tax services along with the integration of specialized services allows the firm to continue flourish and adapt to the ever changing world of finance and business.

 

The Early Years

 

Ward & Uptigrove Chartered Professional Accountants began in 1958 when Jack Ward opened the first accounting firm in Listowel under the name J.C. Ward Chartered Accountant.  Serving individuals and businesses, the firm grew through word of mouth and Jack’s networking, including speaking to each year’s veterinary college graduating class. 

 

In the early 1970s, Jack decided to focus on his other businesses in the cable and dairy industries.  He placed an ad to sell the public accounting practice and Bob Uptigrove, an accountant working in Kitchener at the time, joined Jack in 1973.  The firm became Ward & Uptigrove and the two worked together until Jack’s departure in 1974. 

 

Services Beyond Accounting

 

As the accounting practice continued to grow and partners were added, the consultative approach identified the firm could better serve clients by offering additional integrated services.

 

The wealth management division was founded in 1988 under the name UMA Financial Consultants Inc. and operated as a GIC and Life Insurance brokerage firm, providing financial planning services that coordinated with the accounting and tax services of Ward & Uptigrove.

 

With a growing corporate client base, consulting services were established in 2000 to provide expertise in the ever changing areas of Information Technology and Human Resources.

 

Ward & Uptigrove Building side view

 

The Firm Today

 

Ward & Uptigrove Chartered Professional Accountants currently has 8 partners and 6 principals and approximately 100 employees.  This team is dedicated to providing over 6,000 clients high quality service through three integrated entities:

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Our Firm

60 years providing a full line of accounting services

Ward & Uptigrove’s commitment to provide high quality accounting and tax services along with the integration of specialized services allows the firm to continue flourish and adapt to the ever changing world of finance and business.

 

The Early Years

 

Ward & Uptigrove Chartered Professional Accountants began in 1958 when Jack Ward opened the first accounting firm in Listowel under the name J.C. Ward Chartered Accountant.  Serving individuals and businesses, the firm grew through word of mouth and Jack’s networking, including speaking to each year’s veterinary college graduating class. 

 

In the early 1970s, Jack decided to focus on his other businesses in the cable and dairy industries.  He placed an ad to sell the public accounting practice and Bob Uptigrove, an accountant working in Kitchener at the time, joined Jack in 1973.  The firm became Ward & Uptigrove and the two worked together until Jack’s departure in 1974. 

 

Services Beyond Accounting

 

As the accounting practice continued to grow and partners were added, the consultative approach identified the firm could better serve clients by offering additional integrated services.

 

The wealth management division was founded in 1988 under the name UMA Financial Consultants Inc. and operated as a GIC and Life Insurance brokerage firm, providing financial planning services that coordinated with the accounting and tax services of Ward & Uptigrove.

 

With a growing corporate client base, consulting services were established in 2000 to provide expertise in the ever changing areas of Information Technology and Human Resources.

 

Ward & Uptigrove Building side view

 

The Firm Today

 

Ward & Uptigrove Chartered Professional Accountants currently has 8 partners and 6 principals and around 100 employees.  This team is dedicated to providing over 6,000 clients high quality service through three integrated entities:

  • Ward & Uptigrove Chartered Professional Accountants
  • Ward & Uptigrove Wealth Management
  • Ward & Uptigrove Human Resources Solutions