Ward & Uptigrove

Veterinary Advisory Group

Maximize Your Business and Focus on your Practice

With over 65 years of experience and ongoing representation in the veterinary industry, we provide integrated services customized for veterinarians and their practices.

Financial strategies

Efficient taxation

Advisory services

Knowledge and resources

Improve practice management

Wealth transfer

Financial strategies

Advisory services

Improve practice management

Efficient taxation

Knowledge and resources

Wealth transfer

Ward & Uptigrove Veterinary Advisory Group
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We have been working with Ward & Uptigrove for the past 6 years for all our accounting needs including payroll, tax preparation, health care spending account, as well as wealth management. We rely on their expertise to help make our business be more successful and wouldn’t trust anyone else!

Dr. Nina Lepp and Dr. Stephanie Thompson
Gateway Pet Hospital

We are committed to helping you achieve financial success

within your veterinary practice and beyond.

Accounting

Ward & Uptigrove’s financial statements for veterinary practices help you improve practice management with benchmarking data:

  • From our client base of over 10% of Ontario veterinary practices,
  • Across 29 EBITDA categories,
  • Segmented by clinic type, size and geography.

Personal & Corporate Tax Services

Our progressive tax planning and experience in optimizing corporate structures, working with professional corporations and individual taxation, allows us to:

  • Customize tax strategies for the stage you are at,
  • Minimize taxation and increase cash flow,
  • Efficiently plan for utilization of capital gains exemptions.

Business Advisory Services

As succession planning becomes your consideration, our team comes together to guide efficient taxation and wealth transfer. We have long standing industry experience in:

  • Restructuring alternatives,
  • Assistance with valuations,
  • Advising on buys and sells.

Human Resources

Our human resources consultants are there for you on all things people. Our flexible services are designed to fit only when you need us, giving you the knowledge and resources to:

  • Address “one off” employment situations,
  • Set you up for success by creating tools and solutions to better manage your ongoing HR needs,
  • Seek advice and counsel from a trusted source.

Bookkeeping & Payroll Processing

Whether you insource or outsource, Ward & Uptigrove:

  • Supports the efficient set up of accounting software,
  • Provides bookkeeping services,
  • Customizes payroll services that aligns with your needs.

Wealth Management

Our financial planners seamlessly coordinate service and information with the accountant to help you achieve your hopes and dreams by:

  • Fully integrating retirement, investment, tax and estate planning services,
  • Connecting you with investment management services.

For more information on our cross functional Veterinary Advisory Group, view our brochure.

Meet Our Veterinary Advisory Team

Ward & Uptigrove’s Veterinary Advisory Group is a cross functional team of certified professionals that can help you meet the challenges of the increasingly competitive business environment. 

Your Success Is Our Business.

With over 60 years of experience and ongoing representation in the veterinary industry, we provide integrated services customized for veterinarians and their practices.

Contact Us
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