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NameMich Landry
Address 1135 Main St. E
Address 2P.O. BOX 69
Zip/Postal CodeN4W 3H2

Ward & Uptigrove Wealth Management


Congratulations Ward & Uptigrove Wealth Management for their nomination into the 2013 Business Excellence Awards- Business of the Year Over 20 Employees.

The Chamber is pleased to share your profile.


Each year Ward & Uptigrove enjoys steady growth.  We offer a premium suite of financial services to small and medium-sized businesses across the province and are one of the largest independent accounting firms in Ontario.  Our services include accounting, taxation, estate planning, succession planning, wealth management, business consulting, and human resources consulting.


The firm’s success stems from the integration of our services, allowing our clients to have many of their needs met in one place.  Our client base continues to grow across the province by word of mouth through satisfied clients in manufacturing, farming, professionals, not-for-profits, retail, and service sectors.


This past year we expanded our firm’s real estate footprint by remodeling the top floor of our building.  The additional space has allowed us to continue our growth.  We anticipate an increase to our current compliment of 70 employees across all divisions. We also employ many co-op students who we frequently hire upon their completion of studies. Staff turnover is very low at Ward & Uptigrove and many of our professional staff are Listowel natives who have returned to work with us.  As a result, we offer professional staff that has the depth, maturity, experience, and integrity to provide first rate service.


Keeping exceptional staff comes from our investment in both the staff and their community involvement.  Ward & Uptigrove encourages staff to become involved in local events and provides time for them to participate in events for charities, community boards, and churches.  As a firm, we are supporters of the Food Drive for Hunger, the Hospital Foundation, the new Recreation Complex, Big Brothers/Big Sisters to name a few.  We believe we must be a part of this community in which we live and work.


At a large accounting firm paper is inevitable.  However, we have invested considerably in state-of-the-art IT systems to move many of our documents to an electronic format.  Our system allows us to safely and securely send sensitive accounting documents to clients across the province and has decreased the need for travel and transporting documents. We have instituted an Electronic File Committee to oversee how our documentation is created, sent, and destroyed to ensure we are as environmentally responsible as possible.  Our building has a new HVAC system, high efficiency lighting, and we use many recycled products as we can in our day-to-day operations. When we renovated our building we used various local and county wide service providers for landscaping, HVAC, construction material, cleaning supplies, and furniture.



Current LocationListowel, CA
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