Veterinary Advisory
We are committed to helping you achieve financial success within your veterinary practice and beyond.
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
Advisory Services
Improve Practice Management
Efficient Taxation
Knowledge & Resources
Wealth Transfer
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.
“I have been a client of Ward and Uptigrove since I bought my veterinary practice 14 years ago. The Ward & Uptigrove team is very professional, friendly, and very easy to work with. I have really appreciated their advice. I feel that I am in such capable hands and that I have a whole team dedicated to the success of my business and helping me to plan for retirement. I don’t live anywhere near Listowel – my business is over an hour away, but that hasn’t been a factor. They can arrange in person meetings and will travel to you.”
– Ashley Boultbee, King City Veterinary Professional Corporation
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.
Dave LeGault
Counsel
Brendan Magee
Partner
John Padfield
Partner
Jon Soltys
Partner
Rita Cole
Partner
Ryan Goetz
Principal
Jeff Sulemanovski
Tax Partner
Trevor Seip
Manager of Bookkeeping
Jake Heibein
Accounting Software Manager
Leah Frizzle
HR Advisor
Luke MacLennan
Financial Planner
Hanne Nauwelaerts
HR Advisor & Immigration Consultant
Experience Matters.
Veterinary Advisory Webinars
Stay informed with expert-led webinars designed specifically for veterinary professionals and practice owners. Our sessions cover timely tax updates, financial strategies, industry trends, and practical insights to help your clinic thrive in a changing landscape.
In Person Events
2026 CanWest Veterinary Confernece
The Veterinary Advisory Group will be attending the CanWest Veterinary Conference at the Fairmont Banff Spring Hotel & Conference Centre in Alberta. This Conference is hosted annually by the Alberta Veterinary Medical Association from October 17 – October 20, 2026.
2027 OVMA True North Veterinary Conference
The Veterinary Advisory Group will be attending the OVMA True North Veterinary Conference at the Metro Toronto Convention Centre (South Building) in Toronto. This Conference is hosted annually by the Ontario Veterinary Medical Association from January 21 – January 23, 2027.
Your success is our business.
With over 65 years of experience and ongoing representation in the veterinary industry, we provide integrated services customized for veterinarians and their practices.