Ward & Uptigrove
Wealth Management
Put your wealth to work for you.
Wealth Management made easy.
You have worked hard to get where you are now, and you have big plans for the future. Focus on what matters to you, and let your team of Ward & Uptigrove financial professionals work together to secure your path to financial success.
Your priorities, understood
Access high-quality, customized discretionary money management through our referral arrangement with TriCert Investment Counsel Inc.
Feel ready for anything
Plan for the future you want with people who care. Whether you are looking to maximize wealth through tax optimization, or you don’t even know where to start, let our Financial Planners be your guide.
Simplify your life
Feel peace of mind knowing your Accountant, Financial Planner and TriCert Investment Counsel Portfolio Manager are working together to protect and improve your financial well-being.
Why Ward & Uptigrove Wealth Management?
Integrated First-Class Services
Enjoy peace of mind knowing your team of financial professionals are working proactively to optimize all wealth factors. No more trying to communicate to your portfolio manager what your accountant told you and vice versa.
Ward & Uptigrove Wealth Management is perfectly positioned to enhance opportunity, reduce risk, and increase reward – whether you’re experiencing a significant change in wealth (eg: sale of a business, inheritance), going through a corporate restructuring, or you simply never hear from your current advisor.
Still not sure? Listen to Luke MacLennan, President of Ward & Uptigrove Wealth Management’s episode on Integrated Financial Planning here.
Financial Planning
Financial Planning itself consists of numerous services, catered to your individual needs. Considerations are taken from every angle.
Services include:
- Estate Planning
- Retirement Planning
- Philanthropic Planning
- Education Funding Planning
- Investment Planning
- Insurance Planning
- Budgeting
Decades of attentive service and satisfied clients have led to the Ward & Uptigrove reputation for integrity and trust. We honour this in all we do.
Not sure where to start? Take a look though our Wealth Management Resources Library.
Portfolio and Investment Fund Manager
Through a referral arrangement, Ward & Uptigrove Wealth Management offers you direct access to TriCert Investment Counsel’s portfolio management services. Seamlessly working with your Ward & Uptigrove Accountant and your Ward & Uptigrove Wealth Management Financial Planner, your TriCert Investment Counsel’s Portfolio Manager takes a quality sector-based (QSect) approach to tailor an investment management strategy that is specific to your unique circumstances designed to meet your goals and provide peace of mind through volatile markets.
TriCert Investment Counsel is registered as a Portfolio Manager with the Ontario Securities Commission (OSC) in Ontario, its principal regulator, and with each relevant securities administrator in all other jurisdictions across Canada. TriCert Investment Counsel is registered as an Investment Fund Manager in Ontario. Today, TriCert Investment Counsel proudly manages over $4 billion in assets on behalf of thousands of clients.
Ward & Uptigrove Wealth Management Inc. is a shareholder of TriCert Financial Group Inc. To learn more, visit TriCert.ca.
Insurance Planning
Managing Your Risk
Insurance is an important part of planning for your future. You never can know for sure what the future holds, but insurance helps ensure you and your family will be taken care of no matter what life throws your way.
Our licensed life insurance agents provide the appropriate planning to ensure that you get the appropriate insurance.
Experience Matters.
“As two busy professionals, we are grateful for the trusting relationships we’ve formed with W&U. Our advisors work together on our complex tax situation and have made unique arrangements to ensure we’re on track to meet our financial goals. We receive incredibly personalized and attentive service, and we feel comfortable contacting any of our advisors. We also appreciate their patience and thorough explanations.“
– Stephanie & Chad, Integrated Wealth Management clients
Meet Our Wealth Management Team
Luke MacLennan
President, Ward & Uptigrove Wealth Management
Mich Landry
Past President & Wealth Management Advisor
Tamara Campbell
Wealth Management Advisor
Pat Downey
Wealth Management Advisor
Laura Long
Financial Planner
Brenda Annett
Client Service Representative
Brenda Bulmer
Client Service Representative
Tracy Hallman
Client Service Representative
Joyce Newbigging
Client Service Representative
Kristy Smith
Client Service Representative
Experience Matters.
Let’s make this easy for you.
Discover untapped opportunities and possibilities with tax strategies that save you money, a thorough financial plan, and a portfolio designed just for you.
No more running between your accountant, portfolio manager, and wealth advisor.
Personalized financial plans and proactive, strategic tax planning to help you keep more of your hard-earned money.
The plan to reach your goals is just as unique as you are.
Want to learn more?
Interested in learning more about specific financial planning and wealth management topics? Please visit our Wealth Management Resource Library.
Reach Out
Contact one of our dedicated business team members today to learn how we can support your financial goals. At Ward & Uptigrove, we pride ourselves on delivering exceptional wealth management services tailored to meet the unique needs of our clients.
Our Latest News
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Ensuring the Appropriate Insurance Coverage: A Key Part of Financial Planning
When people think about financial planning, they often focus on investments, retirement savings, and tax strategies. While these are all important, one of the most critical elements of a sound financial plan is often overlooked: protecting your family’s financial security if life takes an unexpected turn. For many households, the greatest financial risk is not…
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4 Programs & Incentives for First Time Home Buyers
Buying your first home has never been so intimidating or expensive. The market is at an all time high, many homes are entertaining multiple offers, selling well over their asking price, and now, interest rates are beginning to rise. If you’re looking to enter the market for the first time, you’re going to want to…
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Corporate Succession Planning and Estate Equalization
When contemplating the next steps for your corporate ownership and succession planning, maintaining fairness among family members is often a main priority even though all families members may not be involved in the business. One crucial aspect often overlooked is estate equalization, particularly in family-owned or closely-held businesses. Unequal distributions of wealth can lead to…