Ward & Uptigrove

What Ward & Uptigrove does

Ward & Uptigrove is a privately held professional services firm founded in 1959 and headquartered in Listowel, Ontario. The firm delivers an integrated suite of accounting, tax advisory, business advisory, bookkeeping, human resources, immigration, and wealth management services to small and medium businesses, agriculture producers, veterinary practices, non-profits, and families across rural Southwestern Ontario.

The firm's core technology stack is modest, centered on ShareFile by Citrix for secure client document exchange and a proprietary client portal for account access. The EstateKeeper digital vault, a registered trademark of strategic partner TriCert Investment Counsel Inc., is offered to wealth management clients for storing and sharing estate documents. The firm's underlying technology is not a point of differentiation; its value proposition is built on integrated service delivery, professional expertise, and long-term client relationships.

Revenue is generated through professional services engagements billed on a quote-based or retainer basis, with no publicly disclosed pricing. The go-to-market motion is sales-led and relationship-driven, supplemented by content marketing via newsletters, webinars, blog posts, and a podcast titled "Integrating For Success." The firm invests in community presence through farm succession presentation events, agricultural trade shows, and veterinary industry convenings. Ward & Uptigrove operates as a partnership with no external investors, parent company, or acquisition history disclosed, and has grown its full-time workforce by over 13% in the year preceding its 2025 Top Employer recognition.

Name

Ward & Uptigrove

Legal name

Ward & Uptigrove

Website

https://wardanduptigrove.com

Company type

Private

Founded year

1959

Operating status

Operating

Headcount range

101–250 employees

Short description

Ward & Uptigrove is a privately held professional services firm founded in 1959 in Listowel, Ontario, offering integrated accounting, tax, business advisory, HR, immigration, and wealth management services to small businesses, agriculture producers, veterinarians, non-profits, and families in rural Southwestern Ontario.

Ownership category

akta.pro rank

Product category

Professional Services

NAICS

Farm Management Services (115116)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Capital Projects & Farm Expansion Advisory (Feasibility, Site Planning, ROI) (AFACAJAN)

Keywords

• Accounting services
• Tax advisory
• Business advisory
• Bookkeeping services
• Wealth management

Headquarters

HQ city

Listowel

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Professional Services: Revenue generated from providing integrated professional services including accounting, bookkeeping, tax advisory, business advisory, human resources solutions, immigration advisory, and wealth management services to individuals and businesses.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels10 records

Core offering

Ward & Uptigrove is a rural Ontario-based professional services firm delivering integrated accounting, tax advisory, bookkeeping, business advisory, human resources, immigration advisory, and wealth management services to small business owners, agriculture producers, veterinarians, non-profits, and families. The firm combines traditional accounting work with specialty advisory practices in agriculture and veterinary sectors, supported by ShareFile for secure document exchange.

Product overview

Ward & Uptigrove is a professional services firm offering a comprehensive suite of accounting, advisory, and wealth management services. The firm's core offerings include Accounting Services, Bookkeeping & Software Consulting, Business Advisory, Tax Advisory, Human Resources Solutions, Immigration Advisory, and Wealth Management. Specialized advisory practices serve Agriculture, Veterinary, and other niche sectors. The firm also provides the EstateKeeper digital vault platform as part of its Wealth Management services for secure estate document organization and sharing.

Differentiator

Problem solved

Functional benefit

Brands

• EstateKeeper: A secure virtual filing cabinet and personal guide to help organize, store, and share vital information with loved ones and professionals. Offered free to clients of Ward & Uptigrove Wealth Management.
• Human Resources Solutions (HRS)

Products and services

• Accounting Services Core accounting services covering financial statement preparation, corporate and personal tax return filing, and financial management support for small business owners.
• Bookkeeping & Software Consulting Professional bookkeeping services combined with software consulting to deliver efficient, accurate, and reliable financial record-keeping for business owners.
• Business Advisory Services Forward-thinking business guidance to improve performance, strengthen profitability, and plan for long-term growth with advice tailored to business goals.
• Tax Advisory Expert tax planning and advisory services helping business owners navigate rising costs, labour shortages, and changing reporting requirements.
• Agriculture Business Advisory Specialized advisory services for agricultural producers including farm succession planning, tax planning for farms, and agricultural program compliance.
• Veterinary Advisory Specialized advisory services for veterinary practices, including webinars and practice management guidance.
• Human Resources Solutions Comprehensive HR services including employee relations, accommodation and return to work, conflict resolution, compensation, health and safety compliance, and immigration and recruitment strategies.
• Immigration Advisory Immigration services including Labour Market Impact Assessment applications, work permit applications and extensions, permanent residency guidance, and immigration strategy planning for businesses.
• Wealth Management Financial planning and wealth management services coordinated with partner TriCert Investment Counsel Inc. to provide integrated financial planning and portfolio management for clients.
• Training Events Educational programs including the Supervisor Safety Series for workplace health and safety due diligence, and the Emerging Leaders Development Program.
• EstateKeeper Digital Vault Secure digital vault platform with bank-grade encryption for organizing, storing, and sharing vital estate planning documents and legacy information with family members and professionals, offered to Wealth Management clients.

Named customers1 record

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Partnerships

One partnership is on record.

• TriCert Investment Counsel Inc.coreStrategic or Co-development PartnerRelated investment management company that Ward & Uptigrove works closely with to ensure financial planning and portfolio design are fully integrated. Ward & Uptigrove Wealth Management coordinates with TriCert to provide integrated financial planning and portfolio management services to clients. EstateKeeper platform is a trademark of TriCert offered to Ward & Uptigrove wealth management clients.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• BDO Canada: Major Canadian accounting, tax, and advisory firm serving SMB and mid-market clients across multiple verticals. Comparable to W&U in its multi-service platform and SMB focus, but with significantly larger national footprint.
• Welch LLP: Canadian accounting and advisory firm serving SMB, agriculture, and not-for-profit clients across Ontario. Closely comparable to W&U in geographic focus, sector mix, and integrated service model.
• Baker Tilly Canada Cooperative: Network of independent Canadian accounting firms offering audit, tax, and advisory services to SMB and agriculture clients. Directly comparable to W&U in firm size, regional focus, and integrated service model.
• Grant Thornton Canada: Mid-market accounting and advisory firm in Canada serving privately held businesses and agriculture clients. Comparable to W&U in target client profile and integrated advisory approach.
• BBL Berkshire Business Advisors: Mid-sized Canadian chartered accounting firm offering audit, tax, and advisory services to private businesses and farms. Comparable to W&U in firm scale, agriculture specialism, and SMB orientation.
• MNP LLP: One of Canada's largest mid-market accounting and advisory firms with a deep Agriculture sector practice serving producers across Canada. Highly comparable to W&U's agriculture specialism and integrated service model, but operates at national scale.

Broad incumbents

• KPMG Canada: Big Four firm with regional offices across Canada serving mid-market and enterprise clients. Overlaps with W&U in tax, advisory, and SMB services but operates at much larger scale and broader portfolio.
• PwC Canada: Big Four firm offering assurance, tax, and advisory services with offices across Canada. Overlaps with W&U in core accounting and tax services for mid-market clients, though focused on larger enterprises.
• Deloitte Canada: Big Four professional services firm with national Canadian presence offering audit, tax, consulting, and financial advisory. Adjacent to W&U's SMB tax and advisory work but serving a much broader client base.

Regional players

• Kuntz Stover & Associates CPA: Independent Ontario-based accounting firm serving agricultural producers and rural SMBs across Southwestern Ontario. Direct geographic and segment overlap with W&U's Listowel-area practice.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/Ward_Uptigrove
• Facebookfacebook.com/ward.uptigrove
• LinkedInlinkedin.com/company/ward-&-uptigrove
• Instagraminstagram.com/ward.uptigrove
• TikToktiktok.com/@ward.uptigrove

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Ward & Uptigrove