There Is No Replacement For A Human Planner

November 16, 2020

When you work with a Financial Planner you are working with an expert who provides the “human touch” - which is so much more relevant and important than ever for Canadians dealing with increasingly complex lives and financial decisions.

Your Financial Planner can help navigate through conflicting priorities, tough money decisions and help you deal with overwhelming amounts of information. We are equipped to deal with the needs of consumers at all stages of life.

For example, we may consider that

Boomers, who have influenced societal trends for decades, are playing a key role in influencing the growing demand for professional financial planners.
The parents of boomers are getting well into their nineties, which is creating a significant financial and life burden that ties into financial planning in significant ways.
The children of baby boomers, the millennials, are also facing challenges. Their lives are far more complex than previous generations. They are more likely to be members of the gig economy, with no fixed employer or company pension plan, and they also have different values related to money.

Digital tools don’t replace human beings, it's the human aspect of the relationship that is more important than ever. Routine calculations are being done by computers leaving more time for planning, but getting on track towards financial wellness requires much more than a well-managed investment account.

A human can listen to you describe your dream and get to know you, developing an understanding of your aspirations for the future and the things that are most important. A Financial Planner is skilled at

examining your entire financial picture.
providing guidance on not only investments, but also all of the other critically important pieces of the financial puzzle that are typically ignored by automated investment platforms, such as taxes, insurance, debt, retirement planning and estate planning.
helping you navigate complex and often sensitive financial decisions.

People’s finances are a very emotional topic and professional planners know how to handle multiple sensitive topics.

A financial planner understands the importance of attaining peace of mind, and helps their clients build a plan that lets them live life more confidently. If you want to learn more, contact our Wealth Management team today.

The answers can’t be found on a spreadsheet – it takes a human being who is a true partner.

Source: https://www.financialplanningforcanadians.ca/financial-planning/no-replacement-for-human-planner

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Southwestern Ontario's Top Employers Award

Southwestern Ontario's Top Employer Award Winner

February 5, 2025

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