Join us for an insightful webinar hosted by Thomas Irwin, focused exclusively on tax strategies and planning for 2025. Featuring Yogesh Bhathella, this session will provide expert guidance to help you optimize your tax approach and make informed financial decisions for the year ahead.
Speakers
Thomas Irwin
CIM, CFP
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.
Outside of work I am a sports enthusiast and I love to travel.
Yogesh Bhathella
CFA, CFP, TEP
Tax Partner
Doane Grant Thornton LLP
With over 20 years of tax experience, I specialize in providing comprehensive Canadian tax advice to privately-held businesses across all sectors of the Canadian economy.
My practice focuses on helping business owners, stakeholders including their families navigate the complex landscapes, with a particular emphasis on business succession planning.
With a deep understanding of the taxation of corporations, partnerships, individuals, estates and trusts, I assist clients in developing tailored strategies to ensure a smooth transition of wealth to future generations, safeguarding their legacy and financial security.
