Business owners face an increasingly challenging landscape due to fluctuating supply costs, a shortage of skilled labour and ever-evolving reporting requirements.
From owner-managed small businesses, to corporate real estate and construction, you need a team of experts to support you as you meet those challenges.
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 considering incorporation or planning your exit strategy, collaborate closely with your Accountant to develop a tailored plan that positions you for success.
Expert tax planning and solid business guidance to empower you to reinvest in your business and personal growth.
Effortless, hassle-free processes and proactive support from knowledgeable Business Advisors and compassionate Accountants.
"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 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.
Tax Compliance & Planning
Taxes are a necessity, but no one wants to pay more than is
required. Our tax advisors are experts in the latest Canadian tax legislature, ensuring you comply with tax laws while keeping more of your heard earned money.
Our team takes the time to fully understand you and your
business 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 tax planning.
Operational Support
We can offer operational support through a variety of services to help your run your business more efficiently and effectively:
When it comes to staffing, employee relations, health and safety, and all things “people”, our Human Resources consultants are there for you.
Succession Planning
As succession planning becomes your consideration, our team comes together to meet your transition goals in the most tax
efficient manner. We know succession planning is not a one size fits all approach, so we work with you to customize your plan. Our fully integrated wealth management team can also be involved in the process to ensure all aspects of the plan are completed.
From business valuation to financial management into retirement, Ward & Uptigrove has the team of professionals to meet your needs. We are expeienced in supporting buy/sells and help to
ensure a smooth process.
Our fully integrated team can assist with retirement, investment and estate planning services.
Professional and courteous, fast and efficient… highly recommended!!
I have been dealing with Ward & Uptigrove for over 30 years and am very satisfied with what they have done for me.
We are very happy with the services that Ward & Uptigrove offers.
Ward & Uptigrove has done an excellent job for my family and advisors. We really enjoy working with W&U.
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 accounting and advisory services tailored to meet the unique needs of our clients.
Ward & Uptigrove