Ward & Uptigrove

Ward & Uptigrove

Wealth Management

Put your wealth to work for you.

SECURE YOUR FUTURE
W&U Wealth Management

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.

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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

Wealth Management made easy.

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Your priorities, understood

Access high-quality, customized discretionary money management through our referral arrangement with TriCert Investment Counsel Inc.


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Feel ready for anything

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.

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Simplify your life


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.


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No more running between your accountant, portfolio manager, and wealth advisor.

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Personalized financial plans and proactive, strategic tax planning to help you keep more of your hard-earned money.

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The plan to reach your goals is just as unique as you are.

Let's make this easy for you.

Discover untapped opportunities and possibilities with tax strategies that save you money, a thorough financial plan, and a portfolio designed just for you.

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Why Ward & Uptigrove Wealth Management

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:


  • Estate Planning
  • Retirement Planning
  • Philanthropic Planning
  • Education Funding Planning
  • Investment Planning
  • Insurance Planning
  • Budgeting

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.

Want to learn more?


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.

Listen to Integrating for Success
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Harmonized Interests

Customized Planning

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Goals Become Reality

First Class Services

Meet Our Wealth Management Team

Small town values. Downtown expertise.

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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Our Latest News

Southwestern Ontario's Top Employers Award
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
November 28, 2024
Buying your first home has never been so intimidating or expensive. The market is at an all time high, many homes are entertaining multiple offers, selling well over their asking price, and now, interest rates are beginning to rise. If you’re looking to enter the market for the first time, you’re going to want to use every resource at your disposal, whether that’s government programs or professional guidance, or preferably both. Knowledge is power, so let’s discuss several incentives and programs available to help you reach your goals. 
June 19, 2024
When contemplating the next steps for your corporate ownership and succession planning, maintaining fairness among family members is often a main priority even though all families members may not be involved in the business. One crucial aspect often overlooked is estate equalization, particularly in family-owned or closely-held businesses. Unequal distributions of wealth can lead to the business being forced to sell necessary business assets, jeopardizing the future viability of the core operations and business altogether. However, with strategic planning and the implementation of corporate life insurance, businesses can ensure equitable outcomes while safeguarding ongoing business sustainability. Understanding Estate Equalization Estate equalization refers to the process of balancing inheritances among heirs, particularly when certain assets, such as business interests, are illiquid or disproportionately valuable. In the context of corporate ownership, ensuring fair vs equitable distributions becomes more complex due to the interplay of family dynamics, business operations, sweat equity and financial considerations. Without proper planning, disparities in inheritances can cause families disputes and undermine the integrity of the business.
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