Farmers face an increasing number of challenges due to government regulations, shifting economic trends and environmental changes.
From owner-managed farms to commercial Agribusiness, trust us to support you with expert business, tax, and succession planning advice.
We have worked with Ward & Uptigrove for almost forty-five years. The range of services offered and the professional, personable, knowledgeable experts and excellent support staff within each department is remarkable. We appreciate the benefits of having these services and experts available under the same roof - it makes sharing information and coordinating advice seamless.
- Brenda & Len Jewitt
BLT Farms Inc.
Whether you’re looking to pass your farm on to the next generation or you're just starting out, you need a team of trusted business advisors to support you along the way.
Strategic tax planning and sound business advice so you can reinvest in your farm, your family, and your legacy.
Simplified, worry-free processes and proactive guidance so you can get back to doing what you do best - running your farm.
"We have dealt with W&U for approximately 40 years, we get excellent service and we have always dealt with very knowledgeable people that pay attention to detail. We have often recommended W&U to family and friends. Thank you for your ongoing support of both our farm business and personal business."
Accounting & Assurance Services
You need timely and detailed financial information when it comes to making informed decisions about your farm business. Your Trusted Business Advisor will work with you to truly understand your business and its unique circumstances to provide you with proactive personalized advice.
We prepare Audit, Review and Compilation engagements with relevant accounting standards. Financial statements are often
requested by lenders and are used by Canada Revenue Agency for income tax reporting.
To assist your business in managing risk, we complete AgriInvest and AgriStability applications.
Tax Compliance & Planning
Farm businesses require special consideration when it comes to taxes, and our Tax Advisors are experts in the latest Canadian tax legislation.
Our team takes the time to fully understand your situation in order to deliver a customized tax solution. We prepare corporate and personal tax returns and assist with Canada Revenue Agency reviews and audits.
We also provide tax planning services which include interim tax planning, personal compensation planning, and business structure advisory.
Succession Planning
As succession planning becomes your consideration, our team comes together to meet your transition goals in the most tax
efficient manner. Succession planning is not a one size fits all; we work with you to customize your plan whether that is a sale of your operations or a transition to the next generation.
Transitioning your farm to the next generation can be complex and overwhelming. We will assist you in the analysis of utilizing capital gains exemptions, intergenerational farm transfer rules and other strategies to meet your succession planning goals. We work as a team with your lawyer, banking professional and financial advisor to ensure a smooth transition.
Integrated Services
Find support for all your business’s operational needs under one roof. Whether you need bookkeeping support, assistance with human resources, or need a financial plan, Ward & Uptigrove has people who are ready to help.
Use the bookkeeping department to support payroll, manage bank reconciliations, or advise on bookkeeping software.
Our fully integrated wealth management team provides retirement, investment and estate planning services. They can also be involved in the succession planning process to ensure all aspects of the plan are covered.
When it comes to staffing, employee relations, health & safety, and all things “people”, our Human Resources consultants are there for you.
Learn about succession and tax planning, farm sales, employment relations and more by subscribing and listening to our podcast, "Integrating for Success". Listen here, or find us wherever you get your podcasts.
The best 'professional' company I have ever dealt with.
Everyone at Ward & Uptigrove is very helpful & professional. They are experts in their field, and complete our needs in an efficient & timely manner. I wouldn't trust anyone else with my financial life!
Great service. Some of the best investing you can do is in competent accounting and management.
Ward & Uptigrove is amazing. Very happy with their counsel and professionalism.
Interested in becoming a client?
We’d love to hear from you.
145 Main St. E, Listowel Ontario,
N4W 3H2
519-291-3040
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Ward & Uptigrove