Aleem has extensive experience in estate, financial and tax-efficient strategies. Aleem has a distinctive talent for explaining detailed tax issues in clear, understandable terms. He also has a genuine enthusiasm for uncovering hidden tax benefits that provide real value to clients and their businesses.
As a Tax Manager in Edmonton for a large international accounting firm, he focused his efforts on Tax and Insurance Planning for Private Corporations and their Shareholders, Estate and Succession Planning and Corporate Reorganizations. Aleem attained his CA designation in 2009 after completing his Commerce degree at the University of Alberta with a focus on Accounting and Finance. Aleem has completed a number of specialized in-depth tax courses offered by the Institute of Chartered Accountants. Aleem is a member of the Institute of Chartered Accountants of Alberta, the Canadian Tax Foundation and the Advocis Financial Advisors Association of Canada.
Insurance services are provided by Scotia Wealth Insurance Services Inc.