Shows
Integrating for SuccessImmigration ServicesCarrie Sharpin, CHRL and HR Solutions Manager is joined by Hanne Nauwelaerts, RCIC, CHRP - HR Advisor & Immigration Consultant to introduce Immigration Services that are now been offered by HR Solutions! Follow along to learn more about the process and the services being offered! Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this episode raised some questions for you, we would love to chat. Give us a call or send us an email any time - links are on our website he...
2025-03-1910 minIntegrating for SuccessFirst Home Savings AccountLuke MacLennan, CPA, CA, QAFP and President of Ward & Uptigrove Wealth Management is joined by Tamara Campbell, CFP®, Wealth Management Advisor to chat about the First Home Savings Account.Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this episode raised some questions for you, we would love to chat. Give us a call or send us an email any time - links are on our website here.
2025-03-0313 minIntegrating for SuccessEstateKeeperLuke MacLennan, CPA, CA, QAFP and President of Ward & Uptigrove Wealth Management is joined by Laura Long, CFP, Financial Planner to introduce a new service available to clients called EstateKeeper. Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this episode raised some questions for you, we would love to chat. Give us a call or send us an email any time - links are on our website here.
2024-12-2408 minIntegrating for SuccessCapital Gains Inclusion Rates and more from the 2024 Federal Budget with a Tax PrincipalMark Woynillowicz, CPA, CA joins us to chat about and simplify the bigger changes coming out of the 2024 Federal Budget. He explains how the change in the capital gains inclusion rate may affect you, and what else you might want to know about the Budget.Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this episode raised some questions for you, we would love to chat. Give us a call or send us an email any time - links are on our w...
2024-05-1510 minIntegrating for SuccessEstate Planning for Farmers (Part 2) with an Accounting PartnerBill C208 - what is it, and if you're a farmer, why should you care? We delve deep into this Bill that allows for intergenerational farm transfers (with some rules, of course!) in Part 2 of our Estate Planning for Farmers series. Jen McArthur, CPA, CA, chats about what has changed and what has not since the Bill was introduced in 2021 and how you might be able to use it to your advantage.Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this...
2024-04-1814 minIntegrating for SuccessEstate Planning for Farmers (Part 1) with an Accounting PrincipalLifetime capital gains, intergenerational farm transfers, and qualified farm property is covered in this first of a three part series on estate planning for farmers. Chad Martin, CPA walks us through important details like how you can use lifetime capital gains exemption to minimize tax liability, what constitutes a qualified farm property and more. If you're a farmer starting to think about how you can pass your farm on to the next generation, you'll want to have a listen.Make sure to like this episode and hit that follow button to be kept up to date on a...
2024-03-0813 minIntegrating for SuccessAccounting and Your Year End with an Accounting PrincipalAlicia McDonald, CPA, CA joins us to discuss the different levels of engagements and how they differ in information provided but also information required. She also touches on accounting standards, how they change and why they matter, and some tips to help make this tax season smooth for everyone.Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this episode raised some questions for you, we would love to chat. Give us a call or send us an email any time...
2024-02-0812 minIntegrating for SuccessWhat You Need to Know About RRSPs with a Wealth AdvisorHave you ever wondered what exactly an RRSP is and how you can use one to your advantage? Maybe you already have one but just how the tax treatment of it works is beyond you, or maybe you're wondering how a spousal RRSP could work to your advantage. We have your answers as Luke MacLennan, CPA, CA, QAFP joins us to chat all things RRSP.Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this episode raised some questions for you, we...
2024-01-2918 minIntegrating for SuccessHow to Prepare for Tax Season with a Bookkeeping ManagerDecember 31 has passed which means year end has begun for many. Trevor Seip, Manager of Bookkeeping here at Ward & Uptigrove joins us again and shares some tips and tricks to help you prepare for and get through tax season as easily as possible.Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this episode raised some questions for you, we would love to chat. Give us a call or send us an email any time - links are on our website here.
2024-01-1014 minIntegrating for SuccessSaving vs Paying Down Debt with a Wealth AdvisorTo save or to pay down debt? That is the question, and we give you a few things to consider. Luke MacLennan, CPA, CA, QAFP and President of Ward & Uptigrove Wealth Management joins us again for an information-filled episode suitable for all. As it turns out, the answer may not be as simple as you expect!Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this episode raised some questions for you, we would love to chat. Give us a call or...
2023-10-1116 minIntegrating for SuccessCareer Paths & Accounting for Veterinary Practices with an Accounting PartnerBrendan Magee, CPA, CA joins us for a different kind of episode. We chat about what his career path looked like (spoiler alert: it didn't start in Accounting), and how he made the transition into being an expert in the veterinary practice management space.For the veterinarians out there, we also chat about how W&U developed specialized reports to help practice owners understand how their practice was performing, as well as trends in the buy/sell space.Make sure to like this episode and hit that follow button to be kept up...
2023-09-2721 minIntegrating for SuccessTax Planning for Your Estate with a Tax PartnerThis episode is, admittedly, sobering as we have to face what things would look like when we're gone. Tim Bridge, CPA, CPA takes us through some of the common pitfalls and issues, as well as areas where you can get ahead when it comes to estate and tax planning.If estate and tax planning is something you haven't gone through yet, I think you'll be surprised to learn how you might be able to maximize your estate value, if that's something you want to do. Make sure to like this episode and hit that follow b...
2023-09-1313 minIntegrating for SuccessWhy You Need Employment Agreements with an HR ManagerBoth employers and employees will gain a lot of knowledge about employment agreements, thanks to our HR Solutions consulting Manager, Carrie Sharpin. You'll learn just why you want to have those employment contracts in place, when to have them in place, and what happens if there's a mistake that leads to court.Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this episode raised some questions for you, we would love to chat. Give us a call or send us an email...
2023-08-2321 minIntegrating for SuccessIntergenerational Farm Transfers with an Accounting PartnerJennifer McArthur, CPA, CA joins us to chat about the most common questions she hears from clients. She answers how you can approach intergenerational farm transfers, capital gains exemptions, replacement properties, and more. This is a great episode for farmers who are starting to think about passing their farm on to the next generation.Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this episode raised some questions for you, we would love to chat. Give us a call or s...
2023-08-1008 minIntegrating for SuccessIntegrated Financial Planning with a Wealth Advisor"Financial plan" is a broad term that many of us think we understand... but do we? Listen to Luke MacLennan, CPA, CA, QAFP and President of Ward & Uptigrove Wealth Management talk about what really makes a strong financial plan. You'll learn about all of the pieces you need to consider, and how the end product made better thanks to the integrated approach at Ward & Uptigrove.Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this episode raised some questions for you, we...
2023-07-2633 minIntegrating for SuccessDo's and Don'ts of Signing Bonuses with a Bookkeeping ManagerTrevor Seip, Manager of Bookkeeping at Ward & Uptigrove joins us to chat about the do's and don'ts of signing bonuses. Signing bonuses are a common recruitment tool in highly competitive industries, and sometimes employers get ahead of themselves when it comes to offering them. Learn what that can mean to you as an employer, and how it affects your new employee, too.Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this episode raised some questions for you, we would love to...
2023-07-1307 minIntegrating for SuccessDVM Compensation Trends with an HR ProfessionalLeah Frizzle, CHRP joins us to chat about trends she's been seeing in the DVM compensation space as an HR Advisor within the Ward & Uptigrove Veterinary Advisory group. Hiring veterinarians remains a tricky endeavor, and Leah offers some interesting insights from an employer standpoint.The Ward & Uptigrove Veterinary Advisory group comprises Business Advisory, Accounting, Tax Planning, Bookkeeping, Wealth Management and HR consulting services with over 300 veterinary clients across Ontario.Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this episode...
2023-06-2821 min