Our purpose is to propel the success of our clients, colleagues and community.

Over thirty years ago, our founders’ parents immigrated to Canada and worked hard to build businesses that would provide for their families and contribute positively to society.

Like many business owners, they were focused on serving their customers and growing but often grappled with their financial health, including tax considerations.This is our ‘why’: we are passionate about combining our finance and tax expertise together with an empathetic approach to client care to help leaders and businesses realize their full potential.

We leverage the latest cloud accounting and business management applications to empower you: with real-time insights, clear and timely communications, and advice you can count on.

We also have a unique vantage point: having held various executive roles at the best performing banks in Canada, we have learned what it takes (and what it doesn’t!) to work with senior leaders and deliver best- in-class client experiences specifically in the areas of financial planning, analysis, tax and innovation.

Moez Bawania, Partner

Prior to founding AMLB, Moez was an executive at a leading Canadian bank, managing teams to enhance and run financial and strategic planning processes for functions of 600+ people and $50M+ in project delivery. He has extensive experience guiding businesses through varying degrees of transformation, particularly in the financial services, retail and non-profit sectors.

Over the past fifteen years in consulting and industry roles, Moez has advised senior leaders and led corporate functions in the following areas:
– Business management (financial and strategic planning, process improvement programs, risk management)
– Financial crime management (anti-money laundering, fraud risk and forensic investigations)
– Assurance and audit

Outside of work, Moez spends most of his time with family and volunteering (causes he’s most passionate about are youth homelessness, poverty and barriers to growth for diverse talent).

Our Partners

Reciept bank
Plooto
Hubdoc
xero
quick books