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Our team of specialists is here to meet your needs.

Phone : 514-412-3514

1 Place Ville-Marie Suite 1700
Montreal, QC, H3B2C1

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Our team of experts

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As a Wealth Advisor and Financial Planner at AEC Financial Group of National Bank Financial, Sami is dedicated to guiding clients towards the achievement of their life goals through personalized portfolio management and strategic wealth planning solutions.

With a B.A. in Business Studies, an MBA in Finance, and holding the esteemed Chartered Investment Manager designation, he brings a considerable depth of knowledge and skills to the role. This enables Sami to deliver comprehensive and personalized advice that caters to the diverse needs of clients. Since embarking on the journey in the financial sector in 2016, Sami has consistently showcased perseverance, dedication, and professionalism, earning multiple recognitions along the way.

The commitment to excellence extends beyond personal achievements, as Sami upholds the highest standards of ethics, transparency, and integrity in the work. He is deeply passionate about delivering exceptional results, not only for clients but also for the success of the team.

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English, French, Arabic

Operating in the financial services industry since 2014 Tony is a wealth management advisor within AEC Financial Group at National Bank Financial. He sets himself apart with his tailored approach focusing around active emotional management.

Graduated from John Molson School of Business with a Bachelor of Commerce specializing in finance, Tony is also an accredited Financial Planner (F. Pl.) and a Chartered Investment Manager (CIM).

Passionate about financial markets and advice, Tony is known for his active listening and for his creative approach to implementing your financial plan. For Tony, a financial plan is part of every client's DNA because your situation is unique and requires a tailored solution.

He occupies his free time by engaging in various sports activities such as training, cross-fit, and boxing. Passionate about travelling, he is always on the lookout for new destinations to explore with his better half.

You are unique

And so are your needs. Contact our team of advisors for a personalized experience.