In this Snippets episode, Leon sits down with John Mendis, tax partner at McGovern Hurley, to discuss key year-end tax strategies for individuals and business owners. John shares valuable insights on optimizing tax planning, maximizing deductions, and understanding the latest changes in Canadian tax regulations. While this conversation originally focused on fourth-quarter tax planning for 2024, the insights remain highly relevant beyond the year-end deadline. Whether you’re preparing for you...
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In this Snippets episode, Leon sits down with John Mendis, tax partner at McGovern Hurley, to discuss key year-end tax strategies for individuals and business owners. John shares valuable insights on optimizing tax planning, maximizing deductions, and understanding the latest changes in Canadian tax regulations. While this conversation originally focused on fourth-quarter tax planning for 2024, the insights remain highly relevant beyond the year-end deadline. Whether you’re preparing for you...
Investment Portfolio Management for Today’s Market with RPIA’s Liam O’Sullivan
Snippets with Leon Goren
12 minutes
1 year ago
Investment Portfolio Management for Today’s Market with RPIA’s Liam O’Sullivan
Ready to enhance your investment strategy? Tune in as Leon sits down with Liam O’Sullivan, Principal Co-Head of Client Portfolio Management at RPIA. An expert in alternative investments and risk management, Liam shares insight on managing an investment portfolio, current market paradigm shifts, the crucial role of fixed income, and the importance of differentiating between high-grade and high-yield bonds. If you’re interested in our Snippets podcasts or The Way Forward live webcasts, p...
Snippets with Leon Goren
In this Snippets episode, Leon sits down with John Mendis, tax partner at McGovern Hurley, to discuss key year-end tax strategies for individuals and business owners. John shares valuable insights on optimizing tax planning, maximizing deductions, and understanding the latest changes in Canadian tax regulations. While this conversation originally focused on fourth-quarter tax planning for 2024, the insights remain highly relevant beyond the year-end deadline. Whether you’re preparing for you...
