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Podcast Digital services
Episode 26 – Harness data analytics for business success with Brenda Scott
Unlock the power of your data- Brenda Scott, Senior VP of Data Analytics at Baker Tilly KDN, reveals how businesses of any size can transform raw numbers into intelligent, strategic decisions. 
Francesca Loreto Sarah Netley Brenda Scott Jun 17, 2025
Podcast
Episode 5 - Opportunity Rocks with Rocky Bhatia
Rocky Bhatia is joined by Ron Monteiro, executive coach, leadership consultant and author of “Love Mondays,” to explore finding purpose in one’s work and career, even when certain tasks may seem unfulfilling.
Rocky Bhatia Jun 11, 2025
Podcast Business advisory services Cybersecurity solutions Digital technology and risk
Episode 25 – Cybersecurity for business owners
Discover how AI-driven cyber threats are evolving—and what your business can do to stay secure.
Francesca Loreto Sarah Netley May 8, 2025
Podcast
Episode 24 – Snowbird Taxes: What Canadians Need to Know About U.S. Ties
In this episode of From the Source, Frankie Loreto and Sarah Netley are joined by cross-border tax expert Kevin Tippett to discuss important tax considerations for Canadians with ties to the U.S.
Francesca Loreto Sarah Netley Apr 15, 2025
Podcast
Episode 23 – Understanding US Tax Obligations
In this episode of From the Source, Frankie and Sarah sit down with US tax expert Kevin Tippett, a tax partner at Baker Tilly’s Ottawa office, to break down the complexities of cross-border taxation.
Francesca Loreto Sarah Netley Mar 25, 2025
Podcast
Episode 22 – Preparing for New Tax Challenges in 2025
In this episode of From the Source, Frankie and Sarah break down key considerations for filing trust returns and Canada’s evolving tax landscape.
Francesca Loreto Sarah Netley Mar 11, 2025
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 Cross border and 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
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
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