If your financial needs are getting lost in translation, you’re not alone. When it’s up
to you to communicate your Accountant’s complex services to your Financial
Advisor, your needs can often become muddled.
Optimize Wealth
Clear Steps
Harmonized Interests
Goals Become Reality
Customized Planning
First Class Services
Optimize Wealth
Harmonized Interests
Customized Planning
Clear Steps
Goals Become Reality
First Class Services
With integrated services at Ward & Uptigrove, your Accountant can communicate your plans concisely to your Financial Advisor thanks to ongoing communication and strong relationship building. This helps to determine clear, customized steps required to manage your wealth.
What are your financial objectives? For some, it’s making sure your family is supported. For others, it’s preparing for a comfortable retirement. Or perhaps it’s managing risk along the way so you can rest easy. Maybe it’s all of the above.
Together, we will assess your current financial landscape and lifestyle, help to reveal your specific goals, and then engage ongoing financial planning to help make those goals a reality.
At Ward & Uptigrove, our planning isn’t formulaic; it is customized to your specific short and long-term objectives.
Your priorities are ours. We help optimize your wealth by
At Ward & Uptigrove, our Wealth Management team provides financial planning as well as value-added advantages, such as lifestyle concierge services, catered to your individual needs.
Our services include:
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 only do we seamlessly integrate your accounting and financial planning services, we then provide you access to high-quality, customized discretionary money management through our referral arrangement with the Independent Accountants’ Investment Counsel Inc. (IAIC). Your IAIC personal portfolio manager has the ability to help you make customized investment decisions and adjustments as needed.
IAIC is registered with the securities regulators as a portfolio manager and is owned in part by Ward &Uptigrove Wealth Management. IAIC believes all clients fit into one category – their own. IAIC delivers an integrated approach to managing your portfolio with focused and balanced investment advice that is unique to your financial situation. To learn more, visit the IAIC website.
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