You have worked hard to get where you are now, and you have big plans for the future. Focus on what matters to you, and let your team of Ward & Uptigrove financial professionals work together to secure your path to financial success.
As two busy professionals, we are grateful for the trusting relationships we’ve formed with W&U. Our advisors work together on our complex tax situation and have made unique arrangements to ensure we’re on track to meet our financial goals. We receive incredibly personalized and attentive service, and we feel comfortable contacting any of our advisors. We also appreciate their patience and thorough explanations.
- Stephanie & Chad
Integrated Wealth Management clients
Your priorities, understood
Access high-quality, customized discretionary money management through our referral arrangement with TriCert Investment Counsel Inc.
Plan for the future you want with people who care. Whether you are looking to maximize wealth through tax optimization, or you don't even know where to start, let our Financial Planners be your guide.
Feel peace of mind knowing your Accountant, Financial Planner and TriCert Investment Counsel Portfolio Manager are working together to protect and improve your financial well-being.
No more running between your accountant, portfolio manager, and wealth advisor.
Personalized financial plans and proactive, strategic tax planning to help you keep more of your hard-earned money.
The plan to reach your goals is just as unique as you are.
Discover untapped opportunities and possibilities with tax strategies that save you money, a thorough financial plan, and a portfolio designed just for you.
Integrated First-Class Services
Enjoy peace of mind knowing your team of financial professionals are working proactively to optimize all wealth factors. No more trying to communicate to your portfolio manager what your accountant told you and vice versa.
Ward & Uptigrove Wealth Management is perfectly positioned to enhance opportunity, reduce risk, and increase reward - whether you’re experiencing a
significant change in wealth (eg: sale of a business, inheritance), going through a corporate restructuring, or you simply never hear from your current advisor.
Still not sure? Listen to Luke MacLennan, President of Ward & Uptigrove Wealth Management's episode on Integrated Financial Planning here.
Financial Planning
Financial Planning itself consists of numerous services, catered to your individual needs. Considerations are taken from every angle.
Services include:
Decades of attentive service and satisfied clients have led to the Ward & Uptigrove reputation for integrity and trust. We honour this in all we do.
Not sure where to start? Take a look though our Wealth Management Resources Library.
Portfolio Management
Through a referral arrangement, Ward & Uptigrove Wealth Management offers you direct access to TriCert Investment Counsel’s Portfolio Managers who will tailor an investment management strategy that is specific to your unique circumstances. Working with your accountant and financial planner, TriCert Investment Counsel’s Portfolio Managers take a quality sector-based (QSect®) approach to investing.
TriCert Investment Counsel is owned in part by Ward & Uptigrove Wealth Management. TriCert Investment Counsel is registered with the securities regulators as a Portfolio Manager and is engaged to provide clients with discretionary portfolio management.
To learn more, visit the TriCert website.
Managing Your Risk
Insurance is an important part of planning for your future. You never can know for sure what the future holds, but insurance helps ensure you and your
family will be taken care of no matter what life throws your way.
Free Up Valuable Time
Ward & Uptigrove Wealth Management works with you to make your financial life better. Beyond your finances, does time stand in your way of achieving more? Our helpful staff can help free up some of your time by providing you support, training and research.
Interested in learning more about specific financial planning and wealth management topics? Please visit our Wealth Management Resource Library. You can also listen to our podcast "Integrating for Success" wherever you get your podcasts, or by visiting the link below.
Optimize Wealth
Harmonized Interests
Customized Planning
Clear Steps
Goals Become Reality
First Class Services
Our Wealth Management team’s priority is to know your current and future objectives so our professionals can provide ongoing financial planning support with precision.
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