Protect Yourself & Your Loved Ones
June 30, 2021
By developing a Succession Plan for your business, it ensures you have the right strategy in place for when you retire, sell your business or passing it onto someone else (a family member, friend, an entrepreneur, or an employee).
Having a Succession Plan in place can:
- Ensure the smooth transfer of your business
- Protect the reputation of your business
- Build value by providing financial security for you, your family, and stakeholders
- Ensure you can take advantage of the appropriate tax deductions, credits, and exemptions
By having a Will in place, allows you to direct how your financial and personal affairs are to be handled after you have passed away.
Having a Will in place can:
- Ensure your family, dependents, personal and financial affairs are taken care of
- Provide your executor with the specific details of your wishes so that they can execute your Will which allows your loved ones to grieve and support one another
- Can reduce income taxes and probate fees if you own a business, having a Secondary Will in place is key
Contact a Ward & Uptigrove Wealth Management representative today at (519) 291-4803, or by email WealthManagement@w-u.on.ca, we can help protect you!
We are th rilled 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! Here are some of the reasons why Ward & Uptigrove was selected as one of Southwestern Ontario's Top Employers (2025): Ward & Uptigrove increased its full-time workforce in Canada by over 13 per cent in the past year and lets everyone benefit in the company's success with profit-sharing -- the company also offers generous referral bonuses of up to $5,000 per successful candidate as an incentive for employees to recruit friends Ward & Uptigrove hosts three major social events each year, giving employees the opportunity to unwind and connect with food, beverage and entertainment covered by the firm's partners -- events include a post-tax season party (employees plus a guest), a fall golf tournament, and an annual holiday celebration Ward & Uptigrove matches employee donations in kind, and encourages them to lend a helping hand in the community with a paid day off to volunteer Emily MacRobbie, human resources manager at Ward & Uptigrove, says clients appreciate the close connections and sense of care their small-town environment fosters. “We’re big enough to attract and retain some of the best and brightest minds in the industry, while simultaneously being small enough that staff and clients are known on a more personal level,” says MacRobbie. “Employees really appreciate the flexibility the firm offers, such as work location (in office or hybrid) and hours of work arrangements. We keep a pulse on what’s happening and make sure we remain competitive with things like paid time off and flexible health benefits.” To learn more about career opportunities at Ward & Uptigrove visit www.wardanduptigrove.com/careers
Accounting
Accounting
