Strategic Partners
Lifestyle Legacy has a number of high quality partnerships with other local Canadian professionals.
Why They Matter to Our Clients
For high net-worth incorporated professionals and business owners our strategic partners are key resources in our client’s taxation, estate and succession planning. We can either work with your existing CPA and lawyer or if your current advisors are not familiar with this type of planning our strategic partners can get involved.
Accounting Partners
Baldip Moore, CPA
Baldip has worked in the accounting industry since 1998 for numerous medium-to-large organizations, holding senior and management-level positions. He focuses on tax planning, accounting, and bookkeeping for small businesses and professional service providers. He is proficient in helping organizations and individuals grow their businesses by securing acquisitions, gaining efficiency, and reducing operational costs. He has also had extensive experience working with financing, cash management in complex organizational structures, financial reporting, and tax and estate planning.
Ahmer Aftab, CA
Ahmer has over 10 years of public practice experience at both international and small accounting firms. He is passionate about helping business owners grow successful businesses while minimizing their overall tax bill. He brings a wealth of experience in accounting, tax, and business advisory services, with a focus on owner-managed businesses.