Director, Wealth & Tax Planning
Aziz graduated with distinction from Concordia University’s John Molson School of Business with a Bachelor of Commerce in 2007, attained his chartered accountant designation in 2012 and completed his CICA In-depth tax courses in 2013. Aziz is a Certified Financial Planner (CFP) and a Trust & Estate Practitioner (TEP).
Aziz joined BMO Private Wealth in 2016 after practicing in the areas of tax planning and advisory with a regional accounting firm and a small accounting office for over 10 years. Aziz also taught tax courses for several years at Carleton University’s Sprott School of Business and CPA Ontario.
Aziz is a former board member and treasurer of the H’Art of Ottawa, a local charity in Ottawa, ON.