Join Genus Client Relationship Manager and Partner Thomas Irwin and tax expert Jeff Borden, CPA & Partner at OakTree Chartered Professional Accountants for a deep dive into tax issues in 2023 including:
- Tax strategies for individuals
- Top RRSP & TFSA Questions Answered
- Tax changes that may affect you in 2023
Click here to access the slide deck
Speakers
Thomas Irwin
Client Relationship Manager, Partner
Genus Capital Management
As a Client Relationship Manager, my specialty is in investment management and financial planning. I am a Chartered Investment Manager and a Certified Financial Planner.
Honesty, integrity, authenticity, learning and helping others are values at the core of my work. These values drive me to be ethical, transparent and put client’s needs first. I’m a firm believer that constantly learning and growing in an ever changing and challenging environment is the key to success.
Jeff Borden
Partner
OakTree Chartered Professional Accountants
Jeff grew up in a family that owned a local, small business, and now has over 27 years of dynamic, progressively challenging and diverse experience in accounting, finance and taxation, including to 14 years of experience as a small business owner himself.
His diverse experience includes small business management and ownership, corporate controller, financial planning and analysis, accounting, reporting, application and leveraging information technology, real estate portfolio management, payroll, and taxation.
Since acquiring his designation in 2007, Jeff enjoys applying his experience and insights key to helping today’s local small business owners implement strategies and tactics to maximize the returns from their hard work.
