Moez Bawania

CPA, CA | Co-Founder

Passionate about people and purpose. Moez takes the time to deeply understand the “why”, goals and pain points of his clients then digs in to address these head-on. He brings a unique perspective, having led teams of up to 40 people in the areas of finance, audit, innovation and financial crime management, working in 10+ countries globally and industries ranging from financial services to not-for-profit.

Moez is a Chartered Accountant, holds a Bachelor of Business Administration from Wilfrid Laurier University, is a Xero Certified Advisor, Quickbooks ProAdvisor and has completed further certifications in analytics, cybersecurity and people leadership.

What is something that most people don’t know about you?

I attended a boarding school on a mountain in South India for 3 years.

What keeps you active outside of work?

My wife and two young daughters get me away from my screen (sometimes yelling and screaming). I also try to get some tennis and soccer in through the year and enjoy getting involved in causes I care about. Lately, I’ve focused on supporting employment in diverse communities and ending poverty.

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