
Integrating for Success
Small town values and downtown expertise in your favourite professional services firm. Integrating accounting, wealth management and consulting solutions to optimize your business.
Podcasting since 2023 • 17 episodes
Integrating for Success
Latest Episodes
Immigration Services
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 learn more about the...
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Season 2
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Episode 3
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10:29

First Home Savings Account
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.
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Season 2
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Episode 2
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13:33

EstateKeeper
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.
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Season 2
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Episode 1
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8:36

Capital Gains Inclusion Rates and more from the 2024 Federal Budget with a Tax Principal
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 might want to know a...
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Season 1
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Episode 14
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10:49

Estate Planning for Farmers (Part 2) with an Accounting Partner
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 Farmers series. Jen McArthur, ...
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Season 1
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Episode 13
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14:51
