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Podcast
Episode 3 - Opportunity Rocks with Rocky Bhatia
Host Rocky Bhatia and guest Sean Grant‑Young explore Canadian tax changes, U.S. political shifts, and cross-border challenges.
Rocky Bhatia
Mar 5, 2025
Podcast
International
Episode 21 – Navigating tariffs with Sean Grant-Young & Dean Morris
Frankie and Sarah discuss tariffs with experts Sean and Dean, covering impacts, strategies, retaliatory measures, and business responses.
Francesca Loreto
Sarah Netley
Feb 25, 2025
Podcast
Advisory
Episode 20 – Understanding Ownership Trusts
Frankie and Sarah explore Canada's new employee ownership trusts, their role in succession, key conditions, benefits, and challenges.
Francesca Loreto
Sarah Netley
Feb 5, 2025
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Podcast
Tax
Episode 2 - Opportunity Rocks with Rocky Bhatia
A specialist in U.S. taxation, host Rocky Bhatia is joined by Cezar Ragaas – a partner in our Vancouver office – for an episode exploring U.S. tax law.
Rocky Bhatia
Jan 29, 2025
Podcast
Tax
Episode 19 – Prorogued Parliament and the Impact on Tax Laws with John Oakey
Are you ready to explore the complex but crucial world of tax legislation and its implications for your business?
Sarah Netley
Francesca Loreto
Jan 20, 2025
Podcast
Episode 1 - Opportunity Rocks with Rocky Bhatia
Welcome to Opportunity Rocks! Host Rocky Bhatia brings his no-nonsense approach to key business issues, offering insights, fresh perspectives, and trusted guidance for Canadian entrepreneurs.
Rocky Bhatia
Dec 2, 2024
Podcast
Episode 18 – Your Guide to SR&ED Credits
What if your business could tap into a treasure trove of financial incentives?
Sarah Netley
Francesca Loreto
Nov 27, 2024
Podcast
Business advisory services
Episode 17 – Why your business might need a family trust
Ready to unlock the potential of your business structure? Family trusts are a powerful tool that can offer substantial flexibility and tax benefits for businesses.
Sarah Netley
Francesca Loreto
Nov 1, 2024
Podcast
Episode 16 – Understanding corporate structures for business owners
Do you want to better understand your corporate structure and whether it is actually helping you achieve your objectives?
Sarah Netley
Francesca Loreto
Oct 4, 2024
Podcast
Episode 15 – Navigating HST and real estate with Cathie Brogan
Curious about HST in real estate? Join Frankie, Sarah, and tax expert Cathie Brogan as they explore its impact on property deals.
Francesca Loreto
Sarah Netley
Cathie Brogan
Jul 9, 2024
Podcast
Episode 14 – Decoding the federal budget: what small business owners can't afford to miss
Navigating the stormy seas of tax changes following the 2024 federal budget announcement can be confusing. We’re here to tell you what you need to know, From the Source.
Francesca Loreto
Sarah Netley
Apr 29, 2024
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