Ward & Uptigrove Wealth Management

05/15/2024

The most recent podcast episode is now available from TriCert Financial Group. In this episode of InFocus, Mike Gassewitz, CEO of TriCert Financial Group, is joined by Joel Baker, CIM, MBA, Chief Investment Officer at TriCert Investment Counsel, to talk about the recent changes to the federal budget and their impact on capital gains taxes. They discuss the implications for investors and share our approach to helping our clients navigate these changes. Find it at the link below:

In this episode of InFocus, Mike Gassewitz, CEO of TriCert Financial Group, is joined by Joel Baker, CIM, MBA, Chief Investment Officer at TriCert Investment Counsel, to talk about the recent changes to the federal budget and their impact on capital gains taxes. They discuss the implications for inv...

04/19/2024

Have you listened to TriCert Investment Counsel's new podcast series yet?

Their new Echoes Series unravels the intricacies of legacy planning. From assessing your estate to crafting your legacy blueprint, TriCert has launched the first three episodes of a nine-part series that will guide listeners on how to safeguard their hard-earned success, stressing the importance of legacy planning at every stage of life and the vital role of professional advice in navigating its complexities.

In the first three episodes of the Echoes Series on Legacy Planning, President and CEO Mike Gassewitz, along with Gord Hardie, CFP®, CIM, VP of Financial Planning at TriCert Private Wealth, and Oliver Lee, VP of Life Insurance and Living Benefits at TriCert Insurance Agency kick off a comprehensive...

03/20/2024

Did you miss Luke MacLennan's podcast episode on Saving vs. Paying Down Debt? Or maybe you're more of a reader than a listener? We have good news!

You can now catch the episode on our blog. Visit the website below to learn more about whether you should be focusing on saving or paying down debt.

A premier professional services firm, we offer integrated accounting, bookkeeping, tax, human resources consulting and wealth management to small and medium sized business owners with small town values and downtown expertise.

08/04/2023

Did you know we now have a podcast?

President of Ward & Uptigrove Wealth Management Luke MacLennan was a guest on the 3rd episode of "Integrating for Success". Have a listen and let us know what you think!

You can find the podcast on our website here www.wardanduptigrove.com/podcast or whatever you get your podcasts under "Integrating for Success".

06/27/2023

Independent Accountants' Investment Counsel Inc.'s Weekly Market Update for June 19th - 23rd, 2023 is now available:

https://www.wardanduptigrove.com/iaic-market-update-june-26-2023

A premier professional services firm, we offer integrated accounting, bookkeeping, tax, human resources consulting and wealth management to small and medium sized business owners with small town values and downtown expertise.

06/20/2023

Independent Accountants' Investment Counsel Inc.'s Weekly Market Update for June 12th - 16th, 2023 is now available:

https://www.wardanduptigrove.com/iaic-market-update-june-19-2023

A premier professional services firm, we offer integrated accounting, bookkeeping, tax, human resources consulting and wealth management to small and medium sized business owners with small town values and downtown expertise.

06/13/2023

Did you know that the average total cost for a 4 year university degree in Canada is $100,000?

If you're a grandparent looking to conscientiously pass wealth between generations, opening and contributing to an RESP on behalf of your grandchildren is and excellent option.

Learn more by checking out our latest blog post below:

Did you know that the average total cost for a 4 year university degree in Canada is $100,000?

If you're a grandparent looking to conscientiously pass wealth between generations, opening and contributing to an RESP on behalf of your grandchildren is and excellent option.

Learn more by checking out our latest blog post below.

A premier professional services firm, we offer integrated accounting, bookkeeping, tax, human resources consulting and wealth management to small and medium sized business owners with small town values and downtown expertise.

06/13/2023

Independent Accountants' Investment Counsel Inc.'s Weekly Market Update for June 5th - 9th, 2023 is now available:

https://www.wardanduptigrove.com/iaic-market-update-june-12-2023

A premier professional services firm, we offer integrated accounting, bookkeeping, tax, human resources consulting and wealth management to small and medium sized business owners with small town values and downtown expertise.

06/05/2023

Independent Accountants' Investment Counsel Inc.'s Weekly Market Update for May 29th - June 2nd, 2023 is now available:

https://www.wardanduptigrove.com/iaic-market-update-june-5-2023

A premier professional services firm, we offer integrated accounting, bookkeeping, tax, human resources consulting and wealth management to small and medium sized business owners with small town values and downtown expertise.

05/29/2023

Independent Accountants' Investment Counsel Inc.'s Weekly Market Update for May 22nd - 26th, 2023 is now available:

https://www.wardanduptigrove.com/iaic-market-update-may-29-2023

A premier professional services firm, we offer integrated accounting, bookkeeping, tax, human resources consulting and wealth management to small and medium sized business owners with small town values and downtown expertise.

05/24/2023

Independent Accountants' Investment Counsel Inc.'s Weekly Market Update for May 15th - 19th, 2023 is now available:

https://www.wardanduptigrove.com/iaic-market-update-may-23-2023

A premier professional services firm, we offer integrated accounting, bookkeeping, tax, human resources consulting and wealth management to small and medium sized business owners with small town values and downtown expertise.

05/15/2023

Independent Accountants' Investment Counsel Inc.'s Weekly Market Update for May 8 - 12th, 2023 is now available:

https://www.wardanduptigrove.com/iaic-market-update-may-15-2023

A premier professional services firm, we offer integrated accounting, bookkeeping, tax, human resources consulting and wealth management to small and medium sized business owners with small town values and downtown expertise.