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 your next tax filing, strategizing for the current financial year, or looking to optimize your long-term tax planning, John’s advice can help you stay ahead. Topics include RRSP contributions, tax-free savings accounts, small business deductions, passive income rules, and evolving capital gains tax regulations.

No matter the time of year, smart tax planning is essential. Tune in for expert strategies to minimize liabilities and maximize financial success!

Special thanks to Aird & Berlis for bringing you today's episode of Snippets with Leon Goren.

Tune in as Leon chats with Alex Talmor, the President of the Canadian Operations at GlassHouse Systems, a North American company that provides IT infrastructure, security, cloud, and managed services for large corporations and governments.

Starting as a sales executive, Alex rose in the ranks, becoming President in 2022. He offers key insights into career advancements within organizations and provides observations regarding recruiting talent in both small and large organizations. He also shares with us reflections on working while having a young family and favourite travel destination.

If you’re interested in our Snippets podcasts or The Way Forward live webcasts, please take a moment and visit us at peo-leadership.com. Guests have included Morgan Housel, Professor Janice Stein, Michael Beer, Rob Chesnut, Dr. Jason Selk, and Mitchell Goldhar. We’ve covered such topics as growth, uncertainty, mental health, leadership, the new world, and a host of others.

If you’d like to learn more about our leadership community, please feel free to contact lgoren@peo-leadership.com.

If you enjoyed today’s podcast, please subscribe and give us a review on Apple podcasts, or wherever you find your favourite podcasts.

Join us in today's Snippets episode as Raj Tandon shares his unexpected leap from the world of philosophy and mathematics to the banking industry and the founding of Algonquin Capital. Raj also provides insights into the intricacies of fixed-income investing and their role in diversification and wealth preservation. Beyond his professional endeavors, Raj discusses his active involvement in philanthropic initiatives, particularly in victim services. He shares his experiences as a volunteer crisis counselor and emphasizes the importance of giving back to the community.

If you’re interested in our Snippets podcasts or The Way Forward live webcasts, please take a moment and visit us at peo-leadership.com. Guests have included Morgan Housel, Professor Janice Stein, Harvard's Rosabeth Kanter, Michael Beer, Rob Chesnut, and Dr. Greg Wells. We’ve covered such topics as growth, uncertainty, mental health, leadership, the new world, and a host of others.

If you’d like to learn more about our leadership community, please feel free to contact lgoren@peo-leadership.com.

If you enjoyed today’s podcast, please subscribe and give us a review on Apple podcasts, or wherever you find your favourite podcasts.