Hosted by Ward & Uptigrove · 🇺🇸 US · EN-US · 17 episodes
Established thought leaders with verified media credentials.
Small town values and downtown expertise in your favourite professional services firm. Integrating accounting, wealth management and consulting solutions to optimize your business.
Ward & Uptigrove hosts Integrating for Success, a business show with 17 episodes published.
Carrie 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
Luke 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
Luke 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 thi
Mark 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 mi
Bill 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 Farmer
Lifetime 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 li
Alicia 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 wh
Have 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
December 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 seas
To 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 epis
Brendan 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 v
This 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
Both 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 p
Jennifer 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
"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 financi
Trevor 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 employe
Leah 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
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Integrating for Success is hosted by Ward & Uptigrove. The show is categorised under business and has published 17 episodes.
Integrating for Success has published 17 episodes.
Integrating for Success regularly covers business. It sits in the business category.
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Episodes of Integrating for Success average 15 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates Integrating for Success's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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