W&U

Careers

Build the life you want with the support you need.

Join Our Team

Small town values. Downtown expertise.

Join one of the largest independent professional services firms in Ontario and create both the life and career you have always wanted.

Foster your interests and grow your expertise through our vast support network of professionals.


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Julia Husnik
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"I had roles in bookkeeping and tax departments. before I was approached for an internal finance role. The firm, essentially, career-counseled me to help me find the best fit for my interests and strengths."


Julia Husnik

Internal Finance Accountant

Garrett Topic
Quotation Marks

"I wanted a firm I could commit to and build a career. Ward & Uptigrove is growing and there is room to advance at my pace. I’ve had opportunities to shape the firm’s paperless environment, improve processes and build client relationships."

Garrett Topic, CPA, CA

Principal

Sharlene Dowdall
Quotation Marks

"The firm gave me opportunities to take on more and progress as I became ready. I can adapt my work hours to suit my schedule while staying involved in my kids’ hockey and dance activities."




Sharlene Dowdall, CPA, CGA

Accounting Manager

Be part of a firm where you can expect: 

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  • Balance

    Realize your full potential without sacrificing personal and family life balance. You’ll have reasonable core hours, allowing you to make your schedule work for you.


    Tax season is busy, but results in an abundance of time off and flex days from July - December. Make the most out of summer and time with friends and family, all while building a strong career.

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  • Professional Development

    Feel supported on your path to achieving your designation at our CPA training facility.


    You’ll be challenged with a broad range of tasks and receive ongoing development through experience, mentoring and formal education. 

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  • Opportunity

    Your goals aren’t too big for us. You’ll find opportunity at all levels, right to Partner if that’s how big you dream.


    Progression documents are readily available and outline your path, should you wish to chase those dreams.

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  • Compensation

    Your expertise is valued. Enjoy a highly competitive compensation package, including flexible health benefits to fit your lifestyle, RRSP matching, overtime pay, an abundance of time off and a generous profit share plan.


    Other compensation perks include free financial planning services through our Wealth Management division, and reduced management fees on investments.

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  • Social

    You’ll have the chance to experience our “Work Hard, Play Hard” mantra. Our team enjoys several company social events throughout the year, team dinners and lots of treats during tax season, too.


    Golf outings, weeknight ice time and end of season tax celebrations are just some of the group activities you can look forward to, because we actually enjoy each other's company. 

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  • Lifestyle

    You can enjoy small town, affordable living or an easy drive from Waterloo. Hybrid work options also exist for the right candidate.


    Listowel and the surrounding areas are growing. It's a great time to take advantage of afforable housing, where kids have room to run and play, and you can become friends with your neighbour. 


    Quality education and healthcare exist in town, and in the nearby cities of Waterloo and Guelph. Build a life of flexibility that you can actually enjoy.

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  • Core Values

    We are the premier professional services firm caring for, and building deep connections, with our clients and staff in rural southern Ontario and beyond.


    We aspire to be a firm where:

    • people are valued and cared for

    • small town values actually exist

    • trust and respect are fundamental

    • partners, principals and staff talk, and listen

    • clients entrust us, and seek our advice, on their most important business decisions

    • effective communication is essential to our success 

    • hard work pays off

    • 65 years of practice innovation continues to thrive


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  • Culture

    Enjoy a relaxed atmosphere where you will always have support the support you need. Partners, Principals, Managers and HR keep their doors open and welcome your daily questions. This receptiveness makes W&U a wonderful place to foster relationships that will help you through life and your career.

Don't see a position that suits you? Or maybe you're not quite ready to make that change. Join our talent community to be kept in the loop about openings that may interest you.

Join Our Talent Community
Brendan Magee, Accounting Partner
Quotation Marks

Effective communication is essential.

"Throughout my career at Ward & Uptigrove, Partners have truly cared. I was supported and given constructive criticism that helped me progress. My mentors were great examples.


I’ve been able to adapt and adjust my schedule to be actively involved in my kids’ life, even hockey in tax season, while meeting client deadlines and hours expectations."

Brendan Magee, CPA, CA

Partner

Quotation Marks

Small town values actually exist.

"I chose Ward & Uptigrove and Listowel to build the career and family life I wanted. With the firm’s size and values, I was able to progress in my career and build a family life.


I lived in Toronto and then moved to Listowel. I can now walk to work! I enjoy being a part of a neighborhood where my kids can play with friends on the street and have space outside to run. I’ve set dedicated family times to have work/life balance."

Jennifer McArthur, CPA, CA

Partner

Jennifer McArthur, Accounting Partner

Whether you are looking for a lifestyle change, or just starting on your career path, you will find what you are looking for at Ward & Uptigrove. Opportunities exist in many areas of the business, and there is always room to grow.

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More than just an Accounting firm.

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Happy Administrative Professionals Day! Thank you to our incredible admin team who keep everything running smoothly! We’re showing our appreciation for our amazing admin team with a well-deserved celebration at The Back 9 in May — after Tax Season! #administrativeprofessionalsday #admin #adminstrativeprofessionalday
We had a great time at the Dairy Xpo over the past two days! Thank you to everyone who stopped by our booth to chat and to enter our giveaway for a chance to win a DEWALT® Compact Drill/Driver & Impact Driver or a Lego® Technic John Deere Advanced Tractor! The winners for the giveaway will be contacted on Monday!
Minimum wage is set to increase on October 1, 2025. General minimum wage will be increasing from $17.20 to $17.60 per hour. Visit the link in our bio or contact our Human Resources Solutions team to learn more. #SmallTownValues #DowntownExpertise #MinimumWage #HumanResources #minimumwageincrease
We attended @unitedwayph’s Spirit of Community Celebration last week! The theme this year was "A Mosaic of Belonging." We learned about the positive impact that support for United Way has on local lives from speakers. We are thrilled to announce that we finished 4th for Contributing Workplaces in Perth-Huron for 2024. Thank you to our clients and residents who donated to our fundraisers throughout the year. Also, a HUGE congratulations to Tom Soltys for being awarded with a Community Spirit Award! 📷: @krisvonkleist
The Ray Walter Memorial Scholarship is open to applicants.⁠ In memory of our friend and colleague Ray Walter. ⁠ The Ray Walter Memorial Scholarship was established by Ward & Uptigrove and the clients with whom Ray worked in recognition of his dedication to his profession, his generous spirit and community involvement.⁠ ⁠ Ray Walter was a dedicated team-member and dear friend of the staff and clients of Ward & Uptigrove Chartered Accountants. He was a leader within the office and within his community.⁠ ⁠ He strived for excellence in his career as a CGA, and worked to better his community as a member of the Listowel Kinsmen Club and the North Perth Fire Department. Ray sadly gave his life during a fire call on March 17, 2011.⁠ ⁠ This scholarship is awarded annually to a Listowel District Secondary School (LDSS) student(s) who are pursuing educational excellence while working to improve his or her community.⁠ ⁠ The application deadline is June 15, 2025. Please see the link in our bio for the application form.
Thank you to all the students who visited our booth at the @ontvetcollege Industry Day on March 5th. Congratulations to Sarah Bourque on winning the AirPods 4 door prize!
Staff brought in food and household items to donate to the Salvation Army. We’re proud to support an organization that support those in need in our community. A big thank you to all the staff who took part in our food drive!
Carrie Sharpin, CHRL and HR Solutions Manager is joined by Hanne Nauwelaerts, RCIC, CHRP - HR Advisor & Immigration Consultant to introduce Immigration Services that are now been offered by HR Solutions! Follow along to learn more about the process and the services being offered! Catch the full episode on our website or wherever you get your podcasts. Visit the link in our bio for more information on Immigration Services!
Happy Saint Patrick's Day from everyone at Ward & Uptigrove! 🍀🌈
The Emerging Leaders Development Program is a learning program comprised of two in person sessions and four 3.5-hour Zoom sessions over 2 weeks. For emerging and existing leaders to gain an understanding of self and an appreciation of others. Topics will include: • Role of the Leader & Personal Effectiveness • Employment Law • Communication • Time Management • Motivation & Engagement *Reminder that early bird pricing ends April 1st. Visit the link in our bio to register or for more information. #SmallTownValues #DowntownExpertise #leadership #leadershipdevelopment #leaders #humanresources #humanresourcesconsulting #careerdevelopment #emergingleaders
Yesterday we attended @ontvetcollege Industry Day at @uofguelph! We had a great time meeting and talking with students at every stage of vet school about the significance of financial planning and maintaining overall financial health. Thank you to all the students for stopping by our booth! Congratulation to Sarah Bourque - our door prize winner of Airpods 4! #vet #accounting #financialplanning #SmallTownValues #DowntownExpertise #financialhealth #financialwellbeing #wealthmanagement #wealth #vetmed #vetmedstudent #uofg
Luke MacLennan, CPA, CA, QAFP and President of Ward & Uptigrove Wealth Management is joined by Tamara Campbell, CFP®, Wealth Management Advisor to chat about the First Home Savings Account. Catch the full episode on our website or wherever you get your podcasts.
We are pleased to share that Hanne Nauwelaerts is licensed as a Regulated Canadian Immigration Consultant, using the RCIC designation. The designation ensures our clients get the best immigration advice and support. She is now qualified to perform immigration support to the firm's clients. Congratulations Hanne! Visit the link in our bio for more information on Immigration Services.
𝗘𝗺𝗲𝗿𝗴𝗶𝗻𝗴 𝗟𝗲𝗮𝗱𝗲𝗿𝘀 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 𝗣𝗿𝗼𝗴𝗿𝗮𝗺 | 𝗠𝗮𝘆 1𝘀𝘁 - 15𝘁𝗵, 2025 As a manager or business owner, you may have felt the disappointment of promoting someone and having them fail to meet your expectations. Maybe they were very good at their job from a technical point of view, but when it came to managing people, there was ambiguity, confusion, and ultimately frustration. Maybe this resulted in staff losses. Or maybe you are that new manager, and you're feeling in over your head. Emerging Leaders Development Program gives you the tools to confidently and competently lead your teams and avoid common leadership mistakes. Join us as we explore the skills required to be a great leader, manager, supervisor or team lead in an interactive program designed to set you up for success. Early bird pricing ends April 1st. Seats are filling up fast! For more information or to register visit the link in our bio.
Ward & Uptigrove had another great time at the United Way's Coldest Night of the Year this past Saturday! Each year in February, tens of thousands of Canadians step outside the warmth and comfort of home to shine a light of welcome and compassion in their communities. Since 2011, the Coldest Night of the Year has raised over $75,000,000 across Canada in 190 Canadian communities – 100% of net proceeds stay local to support our CNOY charity partners. Thanks to everyone that participated to support this great cause!
In an effort to make registration easier, CRA has implemented an immediate identity verification option. A photo of your Canadian passport, driver’s license or provincial/territorial photo ID card can be used. Taxpayers not wishing to use this service can still verify their identity by receiving a security code through the mail. New options have been added to MyAccount, taxpayers can now make an online request to: • Transfer available payments or installments within their own account • Request a refund of available payments or installments • Request payment tracing • Request a statement of account Visit the link in our bio to view the full article.
We are currently hiring for TWO positions: • Tax Manager • Senior Tax Manager/Tax Principal For more information or to apply visit the link in our bio.
The Federal government intends to amend the Income Tax Act to extend the deadline for making donations eligible for tax claim in the 2024 tax year, until February 28, 2025. This extension will help offset the effects of the four-week Canada Post mail stoppage by giving donors enough time to ensure their contributions are received and processed, enabling charities to continue delivering essential services to the communities that rely on them. To view the full article visit the link in our bio.
We are THRILLED to announce Ward & Uptigrove was selected as a recipient of the Southwestern Ontario's Top Employers Award for 2025. The award is based on the following criteria: 1. Workplace, 2. Work Atmosphere and Social, 3. Health, Financial and Family Benefits, 4. Vacation and Time-Off, 5. Employee Communications, 6. Performance Management, 7. Training and Skills Development, 8. and Community Involvement! Thank you to our team for making Ward & Uptigrove an exceptional place to work! Read more by visiting the link in our bio.
Another incredible year at the Ontario Veterinary Medical Association Conference in Toronto. We had an amazing time at the OVMA Conference last week! A huge thank you to everyone who stopped by our booth to chat - we loved connecting with you! Looking forward to next time. #OVMA #OVMA2025
𝐎𝐮𝐫 𝐜𝐥𝐢𝐞𝐧𝐭𝐬 𝐚𝐫𝐞 𝐜𝐮𝐫𝐫𝐞𝐧𝐭𝐥𝐲 𝐬𝐞𝐞𝐤𝐢𝐧𝐠 𝐜𝐚𝐧𝐝𝐢𝐝𝐚𝐭𝐞𝐬 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐟𝐨𝐥𝐥𝐨𝐰𝐢𝐧𝐠 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐬: • Clinical Dentist at Grey Bruce Public Health • Public Health Nurse at Grey Bruce Public Health • Agricultural Construction Labourer at Horst Systems LTD. • Health & Safety Specialist at Horst Systems LTD. • Installation Electrician (309A) at Horst Systems LTD. • Lead Welder at Horst Systems LTD. • Controller at Wightman Telecom For more information or to apply visit: www.wardanduptigrove.com/clientjobs
Congratulations to the following staff members on progressing into their new roles! • Vanessa Martin, Accounting Supervisor • Jill VanderWier, Accounting Supervisor • Geoffrey Higginson, Junior Accountant • Rushana King, Accounting Manager • Kayleigh Ridge, Intermediate Accountant • Hanne Nauwelaerts, Senior HR Advisor • Alyssa Lidow, HR Advisor • Carrie Henhoeffer, Administrative Team Lead We look forward to seeing these individuals continue to develop and progress within the firm, and we thank them for their ongoing contributions. We would also like to congratulate Rick Town & Annette Williamson on their retirements! We are thankful for their contributions to the firm over the years and wish them all the best in retirement.
Taxpayers can now withdrawal up to $60,000 through the Home Buyers Plan using their RRSP’s. Participants making a first withdrawal between January 1, 2022 and December 31, 2025 will also be able to defer the first repayment by an additional three years bringing the first required repayment to the fifth year following the first withdrawal. Early repayments are permitted and do not change the 15-year repayment period, they will reduce the minimum annual payment going forward. The Home Buyers Plan can be used in conjunction with the First Home Savings Account as long as all conditions are met.
Luke MacLennan, CPA, CA, QAFP and President of Ward & Uptigrove Wealth Management is joined by Laura Long, CFP, Financial Planner to introduce a new service available to clients called EstateKeeper. Catch the full episode on our website or wherever you get your podcasts.
Congratulations to Dan Benbow on his progression to a Partner position within the firm, taking the next steps along his leadership journey. We look forward to seeing him continue to develop and progress within the firm, and we thank him for his ongoing contributions.
Planning for the future of your family farm can feel overwhelming, but succession planning is an important step in preserving your farm’s legacy. While it comes with challenges, it can be manageable with the right support. Join us for a dynamic panel discussion featuring a group of agriculture professionals who will share their expertise and experiences, answer questions and provide practical advice to help families navigate the succession process with clarity and confidence. Join us on January 27th, 2025 from 9:00am - 12:00pm! *Please note this event is based on a first come first serve basis as we have a limited number of seating available.
Happy New Year from the Ward & Uptigrove team! 🎉✨
Wishing you a very Happy Holidays from the Partners and Staff of Ward & Uptigrove! 🎄🎅🎁
Our 2024 Year End Newsletter is now available! Please note our Holiday Shutdown: The offices of Ward & Uptigrove will be closed from 4:00 pm on Tuesday, December 24th and reopening in the New Year on Thursday, January 2nd. Please click the link in our bio to access the full newsletter.
Thank you to our staff who volunteered with the Salvation Army Foodbank this week. Through an incredible amount of donations, a record number of families were provided with a meal for the holidays and presents for the season. 🎄🎁 We're grateful to have such enthusiastic and caring people on our team. ✨
Another amazing Christmas party in the books! Happy Holidays from the W&U team!🎄❄️
Take a look at our clients' job postings! For more information about a position, check out the link in our bio or contact our HR Solutions team! #hiring #jobopening #jobposting #clinicaldentist #productiontechnician #benshaw #greybrucepublichealth #manager #sales #salesmanager #territorysalesmanager #dentalhealth #publichealth
Employers are no longer permitted to require an employee to provide a sick note from a qualified health practitioner for any ESA (statutory) sick leave. However, an employer may request reasonable evidence in a circumstance where an employee is entitled to the leave. If an employee exceeds the ESA sick leave entitlements, it is reasonable to assume a note from a qualified health practitioner can be requested/required. The above would not be applicable when an employer is exercising its duty to accommodate and in developing accommodation plans. For more information contact our HR Solutions team!
MOVEMBER is back at W&U and we have a great group again this year supporting a great cause ‼️ We're raising funds and awareness this Movember for all the dads, brothers, sons and mates in our lives. Donate to support men's health. Link to donate is in our bio. #Movember #MensHealth
In honor of those who served, sacrificed, and endured—today, we remember. #LestWeForget ❤️
Please join us in congratulating Hanne Nauwelaerts of our HR Solutions team on successfully passing the RCIC Entry to Practice Exam. This credential will enable her to practice immigration services. We look forward to introducing immigration services and support in the near future. We are very proud of this huge achievement! Congratulations Hanne! #Smalltownvalues #downtownexpertise #LifeatWandU #HRS #HR #hrsolutions
Happy Halloween! 🎃 👻
Staff from W&U brought in non perishable food and household items to donate to Salvation Army Food Bank and Hope Links last week. We’re proud to support organizations that support those in need in our community. Just in time for Thanksgiving!
The obstacle course challenge took place last Thursday! Thank you to our clients, staff, and community for coming together and supporting United Way. Brad Bakker was the WINNER of the final this year. Thank you to EVERYONE who participated and donated to United Way!
We are hiring! Are you or someone you know looking for a change? The HR Solutions team is currently looking to fill a position for a Training/HR Coordinator! ⁠ Join our amazing team! For more information on this opportunity, visit the link in our bio.
Join us tomorrow (Thursday September 26th) at 𝟏:𝟎𝟎 𝐏𝐌 for our obstacle course challenge!! Don't worry if you can't make it we will be live streaming the whole thing so nobody misses out on the fun!! 🏃🥇 Jeff Sulemanovski finished 1st place this year in our fundraising campaign for United Way, followed by Brad Bakker (2nd), Ryan Deyell (3rd) and Brendan Magee (4th). Thank you to everyone who participated and donated to United Way!
Some more fun photos from an amazing Golf Day last week at the Listowel Golf Club. There were many incredibly dressed teams, but the 'Mad Hatters' won best dressed team this year! Thanks again to the @listowelgolfclub for hosting us. ⛳🏌️‍♂️
Congratulations to Emma Gangl - the recipient of the 2024 Ray Walter Memorial Scholarship. Joining her in the photo is Curtis McLaughlin, one of the members of the scholarship committee. The Ray Walter Memorial Scholarship is awarded annually to a Listowel District Secondary School graduate who is pursuing educational excellence in business or accounting, while working to improve his or her community. The scholarship was established by Ward & Uptigrove to recognize Ray’s dedication to his profession, his generous spirit, and his community involvement. Congratulations Emma, and good luck at the University of Waterloo!
Have you heard of the Farmer Wellness Initiative? The Farmer Wellness Initiative provides Ontario farmers, farm families, farm employees, and spouses and dependents of farm employees with free, unlimited mental health counselling, specific to the unique challenges that can be experienced by the agricultural community. For more information visit: farmerwellnessinitiative.ca
Are you or someone you know looking for an amazing opportunity?⁠ ⁠ Check out our clients' job postings! ⁠ For more information about each position, check out the link in our bio.⁠ -- #hiring #jobopening #accounting #accountant #werehiring #northperth #listowel #ontario #wardanduptigrove #jobposting #lifeatwandu #controller #manager #officemager #partsassossiate #construction
Check out our current leaderboard for the obstacle course! The top FOUR earners compete!! Join us TOMORROW for Unite for a Bite from 11AM-2:30PM. 🍔 Grab your lunch or a treat from BeaverTails and @thewildboarkw food trucks in our parking lot. Proceeds go to @unitedwayph 🤝 You can also donate and cast your vote for who you'd like to see compete in an obstacle course challenge - top 4 earners compete! 💰 To donate now, visit the link below. You can then forward the donation confirmation to info@w-u.on.ca along with the name of the person you would like to compete. ⚽️ United Way will have games to play and more - there's something for everyone! We will see you there! https://give.unitedway.ca/donate/WSTRAT-UWPH
We are all set up at Canada's Outdoor Farm Show in Woodstock! Stop by and visit us - We will be here Tuesday to Thursday from 8:30AM-5:00PM! For more information visit the link below www.outdoorfarmshow.com
Are you or someone you know looking for a change? We are hiring! 𝐖𝐞 𝐚𝐫𝐞 𝐜𝐮𝐫𝐫𝐞𝐧𝐭𝐥𝐲 𝐡𝐢𝐫𝐢𝐧𝐠 𝐟𝐨𝐫 𝐒𝐭𝐚𝐟𝐟 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭𝐬 Realize your full potential at Ontario’s largest independent accounting firm. In the heart of rural Ontario, experience work-life balance combined with support from all levels within the organization. For more information on this opportunity visit the link in our bio! -- #hiring #jobopening #accounting #accountant #werehiring #northperth #listowel #ontario #wardanduptigrove #jobposting #lifeatwandu
📅 Join us next Friday, September 13th from 11am to 2:30pm at Unite For A Bite! 🍔 Grab your lunch or a treat from BeaverTails and @thewildboarkw food trucks in our parking lot. Proceeds go to @unitedwayph . 🤝 You can also donate and cast your vote for who you'd like to see compete in an obstacle course challenge - top 4 earners compete! Candidates are shown on the second poster. 💰 To donate now, visit the link below. You can then forward the donation confirmation to info@w-u.on.ca along with the name of the person you would like to compete. ⚽️ United Way will have games to play and more - there's something for everyone! See you there! https://give.unitedway.ca/donate/WSTRAT-UWPH
Last week W&U hosted Baseball Day for staff to celebrate summer! Thanks to everyone who participated, and a special thanks to our amazing social committee for hosting such a great event. ⚾
Congratulations to the four staff members progressing into new roles as Intermediate Accountants. We are proud of your accomplishments and look forward to your continued success. #LifeatWandU #SmallTownValues #DowntownExpertise
Do you know a student at LDSS graduating this year going into a post-secondary Business or Accounting program?⁠ ⁠ Encourage them to apply for the Ray Walter Memorial Scholarship! Applications close June 14th.⁠ ⁠ The scholarship, established by Ward & Uptigrove is all in memory of a loving friend, leader within the office at Ward & Uptigrove and a strong community member.⁠ ⁠ To access the application form, visit the link in our bio.⁠
Mark touches on some other welcome changes from the 2024 Federal Budget. Want to hear more? Listen through the link in our bio, or wherever you get your podcasts. #capitalgains #taxaccountant #federalbudget
As a small business owner, have you ever lost control of a situation at work with your employees? Maybe they brought you a doctor's note and were off work for months with no known plans to return. Maybe a situation arose where conflict escalated to harassment levels. Or maybe someone you were trying to hire asked you for an employment contract. HR can be incredibly complex, so we’re hosting a free Lunch n’ Learn session where we break down 3 common workplace topics: • Employee medical leave • Employment agreements • Workplace conflict You'll learn practical, reasonable ways to manage common employee issues, so they don't end up managing you. Join us for a one hour live, virtual session, featuring speakers Tonya Wilson, CTMP, RPR, Jason Clement, CHRL and Jennifer Goertzen, CRSP, on Wednesday, June 5th at 12:00 PM. Space is limited and registration is filling up quickly. Link to register below. https://www.wardanduptigrove.com/events/hr-bites-june5
Wondering what all the fuss is about when it comes to the new capital gains inclusion rate? Mark Woynillowicz breaks down exactly what it means and more on the most recent episode of Integrating for Success. Catch the full ep wherever you get your podcasts.
Another Tropical Friday season has come to a close, culminating in some end-of-year awards. Thanks to everyone who participated in helping make Fridays more fun during tax season, and thank you to the Tropical Friday Committee; Don, Bradley, Heather and Tina for brightening up our days. As a reminder, the office will be closed May 1st - 3rd to give our staff a well earned break after tax season.
Interested in using Bill C208 to transfer your farm to the next generation? There have been some changes! The full episode explains the 5 new rules that have come into play, but the first part to note is the how different timelines come into play. We've said it before and we'll say it again; it is never too early to start planning. Have a listen to "Integrating for Success" wherever you get your podcasts to learn more.
In memory of our friend and colleague Ray Walter, The Ray Walter Memorial Scholarship is open to applicants.⁠ ⁠ The Ray Walter Memorial Scholarship was established by Ward & Uptigrove and the clients with whom Ray worked in recognition of his dedication to his profession, his generous spirit and community involvement.⁠ ⁠ Ray Walter was a dedicated team-member and dear friend of the staff and clients of Ward & Uptigrove Chartered Accountants. He was a leader within the office and within his community.⁠ ⁠ He strived for excellence in his career as a CGA, and worked to better his community as a member of the Listowel Kinsmen Club and the North Perth Fire Department. Ray sadly gave his life during a fire call on March 17, 2011.⁠ ⁠ This scholarship is awarded annually to a Listowel District Secondary School (LDSS) student(s) who are pursuing educational excellence while working to improve his or her community.⁠ ⁠ The application deadline is June 14, 2024. Please see the link in our bio for the application form.
As we near the finish line to busy season, we were happy to celebrate Administrative Professionals Day earlier in the day. Our Administrative staff are so appreciatived all year long, but the date seems fitting as we wouldn't survive tax season without all of you! Thank you for your hard work now and throughout the year.
On April 5, 2024, an unprecedented fine was levied towards a corporation and its director for violation of the Occupational Health and Safety Act. The corporation was fined $600,000 and the director was fined $80,000, plus a 25% victim surcharge.⁠ ⁠ These are highest fines levied both towards a corporation, and to an individual for a single charge in Canadian history, and is further evidence that governing bodies are serious about enforcing legislation to protect workers and prevent further fatalities and injuries.⁠ ⁠ To learn more, visit our blog - link in bio.⁠ ⁠
Part 2 of Estate Planning for Farmers is now available! Jen McArthur, Partner at Ward & Uptigrove chats about Bill C208; what it is, and why farmers wanting to pass their farm on to the next generation should know about it. Catch this episode of Integrating for Success through the link in our bio, or wherever you get your podcasts.
As we near the end of Tax Season, please note our office hours below:� Hours until April 29th Monday – Friday 8:30am – 5:30pm Thursday evenings 6:30pm – 8:00pm (closed from 5:30pm- 6:30pm) Saturdays 9:00am – 12:00pm Hours on April 30th 8:30am – 5:00pm Hours May 1st – May 3rd Closed Hours beginning May 6th Monday – Thursday 8:30am – 5:00pm Friday 8:30am – 4:30pm
On March 28, 2024, the Ontario government announced that the general minimum wage will increase to $17.20 an hour (from $16.55 an hour) effective October 1, 2024. This minimum wage applies to most employees. The minimum wage also increases on October 1, 2024 for the following groups: - Students - Hunting, fishing and wilderness guides - Homeworkers Visit Ontario.ca to learn more, or contact your HR Solutions Advisor with any questions you may have. #SmallTownValues #DowntownExpertise #MinimumWage #HumanResources
NEW: For GST/HST reporting periods that begin in 2024, all GST/HST registrants, except for charities and selected financial institutions, are required to file returns electronically. ⁠ ⁠ The mandatory electronic filing threshold that was in place for GST/HST returns has been removed for reporting periods that begin on or after January 1, 2024, which means that electronic filing is now required for most businesses.⁠ ⁠ Registrants who are required to file their GST/HST returns electronically and don’t are subject to penalties. More information can be found through the link in our bio.
Health & Safety considerations for the total solar eclipse: On Monday, April 8, 2024, a total solar eclipse will cross North America, briefly turning day into darkness. Depending on where you’re located in Ontario, the eclipse will be visible between 2 and 4 p.m. Ensure any outdoor workers are informed of the danger and don’t look directly at the sun during the eclipse. You may also consider suspending or modifying work during this period as the eclipse will result in a period of temporary darkness. To safely view the eclipse, use specialized eye protection that meets ISO 12312-2 standard. Don’t use regular sunglasses. Specialized protection is 1,000 times darker than ordinary sunglass lenses. If viewing the eclipse through a camera, telescope, or binoculars, use special filters designed for solar viewing. For any Health & Safety questions, contact our Human Resources Solutions team.
For those affected by the introduction of the new Bare Trust reporting requirements, on March 28, 2024, the government cancelled this filing requirement for the 2023 year, the last business day before the filing deadline. Please also note that: 🟢 The government has not confirmed whether the Bare Trust filing is gone for good – at this point it has only been cancelled for the 2023 filing year. CRA will be working with the Department of Finance to further clarify its guidance on this filing requirement, and the CRA will provide updates as further information becomes available.. Please contact your Accountant with any questions you may have. #SmallTownValues #DowntownExpertise #BareTrust
Our team showed their generosity again with a large St. Paddy's food drive and donation to the Salvation Army Foodbank here in Listowel. Thank you to all the staff who brought in items to help make life a little easier for those facing food insecurity in North Perth. #LifeatWandU #SmallTownValues #DowntownExpertise
On March 21, 2024, Ontario passed the fourth Working for Workers Act ("Bill 149"). Bill 149 amends the Employment Standards Act, 2000 (“ESA”) and Workplace Safety and Insurance Board (“WSIB”) benefits under the Workplace Safety and Insurance Act, 1997 (“WSIA”). Effective immediately, Bill 149 amended the ESA to clarify that: 🟢 Any person performing work in a trial period is an employee for the purpose of the ESA. 🟢 An employer cannot deduct an employee's wages in the event of a dine and dash or gas and dash, or in the event of any other stolen property. On June 21, 2024, the following amendments to the ESA will take effect: 🟢 If an employer has a policy regarding pooling tips – meaning the employer or a director or shareholder of the employer shares in the tip pool – that policy must be posted in the workplace and retained for three years after it ceases to be in effect. 🟢 An employer who pays an employee their tips by direct deposit must allow the employee to select into which account they want this money deposited. 🟢 An employer who pays an employee by cash or cheque must ensure the cash or cheque is given to the employee at their workplace or some other place agreeable to the employee. 🟢 A change in the language of the vacation pay provisions to clarify that a written agreement is required if an employer pays vacation pay in any way other than a lump sum. For example, many employers pay out vacation pay as a percentage on each pay cheque. This practice requires a written agreement with the employee. Does this raise more questions than it answers? Our HR Solutions team is ready to help. Contact us any time with your HR and H&S concerns.
Last week we attended @unitedwayph's Spirit of Community Celebration. With the theme of "piece by piece, we build hope", we were inspired by tales of local residents overcoming homelessness, emergency expenses covered to help keep families afloat and more, all thanks to the services provided by the United Way. Our staff showed an incredible level of care and generosity this year and we are so proud to be in the Top 5 of Contributing Workplaces in Perth-Huron for 2023. Thank you also to our clients and local residents who donated to our fundraisers throughout the year. Piece by piece, we can work together to build hope. #LifeatWandU #SmallTownValues #DowntownExpertise #UnitedWay
In your business, you may have experienced the frustration of promoting someone, and having them fail to meet your expectations. Maybe they were very good at their job from a technical point of view, but when it came to managing people, there was ambiguity, confusion, and frustration. Take a peek into one of our classes below during the Emerging Leaders Development Program where instructor Leah Frizzle, CHRP talks about how you can start having those difficult conversations. This spring's cohort is filling quickly, and early bird pricing is only in effect until April 7th. Join us as we explore the skills required to be a great leader, manager, supervisor or team lead in an interactive program designed to set you up for success. Visit our website below for more information on what to expect, dates, and how to register. https://www.wardanduptigrove.com/events/emerging-leaders
Do you know what is considered an active asset on your farm? Listen to Chad give a few surprising examples during his episode on Estate Planning for Farmers. Intrigued? We also chat about lifetime capital gains exemptions and intergenerational farm transfers during this information-packed episode. Catch the full episode of Integrating for Success through the link in our bio or wherever you get your podcasts. #ontag #accountingforfarmers #estateplanning
Recognizing that many farmers use natural gas and propane in their operations, the federal government provides a refundable tax credit to return fuel charge proceeds to farming businesses that operate in provinces where the federal fuel charge applies.⁠ ⁠ To learn more and view the 2023 rates visit the link in our bio.
Happy Paddyfest, Listowel! We hope everyone has a safe and enjoyable weekend celebrating together. Funds raised from the festivities go towards local youth sports, nonprofits, community betterment projects, and charities so make sure to check out the events happening all weekend long. Staff at W&U were getting into the spirit this week by donning their green! #LifeatWandU #SmallTownValues #DowntownExpertise #Paddyfest #ListowelPaddyfest
Last week we attended @ontvetcollege's annual Industry Day and had the opportunity to connect with the future of the veterinary industry. Thank you to all the students who came by to chat about accounting, financial planning and insurance, and congratulations to our door prize winner Madyson Dailey! #vetmed #accounting #financialplanning
When it comes to transferring your farm to the next generation, there is a lot to consider! 🤯 Chad walks us through just one example after discussing how lifetime capital gains exemptions and intergenerational farm transfers work. Listen to the full episode through the link in our bio or wherever you get your podcasts. We're excited to bring you Part One in our Estate Planning for Farmers series - stay tuned for part two!
The temporary flat rate for working from home does not apply to the 2023 tax year. ⁠ ⁠ Employees must instead have a signed T2200 from their employer stating they were required to work from home so you are eligible to deduct home office expenses. ⁠ ⁠ To review eligibility requirements and more, visit the link in our bio.
🎉 Happy International Women's Day! 🎉 Today, we celebrate the incredible achievements and contributions of women around the world. At Ward & Uptigrove, we recognize and honor the vital role women play in shaping our industry and driving success. Here's to breaking barriers, shattering stereotypes, and empowering women in accounting and beyond. #InspireInclusion #IWD2024
The Emerging Leaders Development Program is open for registration! Back by popular demand, HR Solutions is providing you with the opportunity to level up your leadership skills. The Emerging Leaders Development Program is for you if: 🟢 You're new to leadership. You know how the job needs to be done, but you're struggling to lead the team. You've missed out on the building blocks and critical skills required to effectively lead. 🟢 Current leadership needs a reset. To be a great leader is a choice. Many current leaders are burnt out, unmotivated, or lacking the skills needed to elevate their team. 🟢 You need help. You need your teams to performs, but you want them to feel supported, too. You can't manage everything and everyone, and your leadership team looks to you for guidance on leading their direct reports. If any of this resonates, visit the link in our bio to see a sample course outline and learn more about how this course can help. #leadership #leadershiptraining #humanresources
If you sell a house after owning it for less than 365 days, you may be subject to property flipping rules. ⁠ ⁠ The profit from property flipping is fully taxable as business income and does not qualify for the 50-per-cent capital gains inclusion rate or the Principal Residence Exemption. ⁠ ⁠ Property flipping rules do not apply if your intention was to live there longer, but life happened. Eg; you had a baby and need more space, someone passed away, there was a divorce, etc. ⁠ ⁠ For more information visit the link in our bio.⁠ ⁠ #propertyflipping #houseflipping #taxseason
The Canada Carbon Rebate (formerly known as the Climate action incentive payment (CAIP)) is a tax-free amount to help eligible individuals and families offset the cost of the federal pollution pricing.⁠ ⁠ It consists of a basic amount and a supplement for residents of small and rural communities.⁠ ⁠ The CCR includes a rural supplement of 10% of the base amount for residents of small and rural communities.⁠ ⁠ Starting in April 2024 for the 2023 base year, the rural supplement will be increased to 20% of the base amount. Note that this increase is pending Royal Assent.⁠ ⁠ To learn more visit the link in our bio.
If you received COVID-19 benefits in error or later found out you did not meet the eligibility criteria, you must repay the full amount of any payments you received.⁠ ⁠ Previously, you could choose what return you wanted the deduction to go on. Now, you can only claim a deduction in the year you make the repayment.⁠ ⁠ To learn more visit the link in our bio.
Team Ward & Uptigrove had a great time at the United Way's Coldest Night of the Year! We are grateful to our staff who take initiative to support such a great cause outside of the office walls. Thank you to Carrie for the photo! #LifeatWandU #SmallTownValues #DowntownExpertise
Tax Season 2023 will be the first reporting year for holders of a First Home Savings Account (FHSA).⁠ ⁠ Similar to a RRSP, FHSA holders receive a deduction from their taxable income for contributions made throughout the year. ⁠ ⁠ Similar to a TFSA, account holders can then take advantage of a tax-free withdrawal if using the funds to purchase their first home.⁠ ⁠ A T4FHSA will be issued by the FHSA issuer showing the contribution totals for the year. For more information on FHSAs and reporting details, visit the link in our bio.
As of January 1, 2024, payments or remittances to the Receiver General of Canada over $10K should be made electronically. ⁠ ⁠ The option to send payments by cheque will remain available to taxpayers for the foreseeable future. ⁠ ⁠ Before applying a penalty, the CRA will be educating taxpayers about the easy, secure, and convenient electronic payments options currently available to make payments to the CRA. ⁠ ⁠ To learn more, visit the link in our bio.
Have you heard of the Multigenerational Home Renovation Tax Credit? ⁠ ⁠ If you are renovating your home or establishing a secondary unit on your property in order to accommodate someone over the age of 65, or over the age of 18 with a disability, you may be able to claim up to $50,000 in renovation fees.⁠ ⁠ To learn more, visit the link in our bio.
Happy Canadian Agriculture Day! Listen to Alicia chat about changes to Accounting standards, how these changes may affect you and more on our most recent episode of Integrating for Success. Find us through the link in our bio or wherever you get your podcasts. #CdnAgDay #Farmers #ontag #accountingforfarmers #SmallTownValues #DowntownExpertise
RRSP basics with Luke MacLennan! Luke covers this and a lot more than just the basics in his episode of Integrating For Success. Catch it wherever you get your podcasts. #rrsp #financialplanning #retirementplanning #wealthmanagement #SmallTownValues #DowntownExpertise
A Health and Safety Representative (HSR) is required in most workplaces with six to 19 workers. Their role is to support health and safety in the workplace. ⁠ ⁠ Eligible small business employers can apply to be reimbursed for the HSR's training cost through the Ontario Small Business Health and Safety Training program. This program will be ending March 31, 2024. ⁠ ⁠ Employers who want to claim training costs must ensure HSR employees complete training and obtain a certificate of completion by 5:00 p.m. on March 31. Employers can apply for reimbursement until 11:59 p.m. on July 15, 2024. ⁠ ⁠ Learn more by visiting the link in our bio.
Have you ever thought of this particular benefit of RRSPs? Luke MacLennan goes over the basics of RRSPs, and also touches on some of the more advanced RRSP strategies that can be employed in our most recent podcast episode. Listen to the full episode of Integrating for Success on our website or wherever you get your podcasts. #rrsp #financialplanning #retirementplanning
Congratulations to Ryan Goetz, CPA, CFA, Evan Fallis, CPA and Chad Martin, CPA on their progressions to a Principal position in the firm, and taking the next steps along their leadership journey. We look forward to seeing these individuals continue to develop and progress within the firm, and we thank them for their ongoing contributions. #AccountingFirm #CareerGrowth #CareerDevelopment
2024's first episode of Integrating for Success is out and its a perfect one for this time of year. Trevor Seip, Manager of Bookkeeping here at W&U joins us to chat about how you can prepare yourself for a smooth tax season ahead. Here, he talks about the new requirement for employers on T4s as it relates to dental benefits. Catch the full episode on our website or wherever you get your podcasts.
It's Farm Transition Appreciation Day in Canada - let's look back at Agriculture Jennifer McArthur chat about farm transfers during one of our earlier episodes of "Integrating for Success". #farmers #farmtransition #successionplanning
We are proud of our team’s commitment to growth and development as they work to provide premier professional services to our clients. Join us in congratulating the following staff on their career progressions. Part 2 of 2. #LifeatWandU #SmallTownValues #DowntownExpertise
It's never been more important to be an Employer of Choice; it improves worker quality of life and productivity.⁠ ⁠ On January 18th join entrepreneurs, senior management, and HR representatives from industry-leading organizations and small businesses across Huron-Perth for a panel and roundtable discussion all about 'decent work', and what it means to be an Employer of Choice. You'll hear what 'decent work' means to them, and how they're implementing it in their organizations.⁠ ⁠ From fair wages and training opportunities to building a more diverse and supportive workplace culture, you'll leave with new ideas and tools to try.⁠ ⁠ This event is co-organized by Huron County Economic Development and the United Way Perth-Huron to share successful work practices and celebrate local employers of choice.⁠ ⁠ To learn more about the event, visit the link in our bio.⁠ ⁠ #employer #humanresources #smallbusiness
We are proud of our team’s commitment to growth and development as they work to provide premier professional services to our clients. Join us in congratulating the following staff on their career progressions - part 1 of 2. #LifeatWandU #SmallTownValues #DowntownExpertise
Let's revisit one of our most popular podcast episodes on how veterinary practices can set themselves apart in the recruitment process.
Wishing our clients and team a year filled with growth, success, and prosperity. Cheers to new opportunities and shared accomplishments. Happy New Year! 🥂✨
After 36 years with Ward & Uptigrove, Brad Buchanan is retiring from the Partnership and transitioning to a Counsel role. Brad will continue to serve his clients over the next few years, while he focuses on transitioning his clients to a new advisor at the firm. We are thankful for Brad’s ongoing contributions to the firm.
Thanks to our staff who volunteered with the Salvation Army Foodbank the week before the holidays. They worked putting holiday meal ingredients together for local families who would otherwise not have a special dinner to share. We're grateful to have such enthusiastic and caring people on our team. #LifeatWandU #SmallTownValues #DowntownExpertise #foodbank #salvationarmy
To our incredible team and valued clients: thank you for a fantastic year! 🌟 Wishing you joy, laughter, and success in the coming year. Cheers to a festive season filled with warmth and happiness!
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