Meet our team

As a Wealth Advisor at AEC Financial Group of National Bank Financial, Sami is dedicated to helping clients achieve their life goals through tailored portfolio management and strategic wealth planning.

He holds a B.A. in Business Studies, an MBA in Finance, the prestigious Chartered Investment Manager (CIM) designation, and is an accredited Financial Planner (F. Pl.). These qualifications, combined with his extensive industry knowledge, allow him to deliver personalized and holistic financial advice that meets the unique needs of each client. Since beginning his career in the financial sector in 2016, he has consistently demonstrated professionalism, dedication, and a client-focused approach, earning him recognition from his clients and respect along the way.

Integrity, transparency, and ethical excellence are the foundation of his practice. In addition to helping clients, he is passionate about contributing to the success of his team and delivering results that exceed expectations.

Outside of work, he enjoys spending quality time with his wife and child, as well as working out, playing tennis, and participating in endurance sports. These pursuits reflect his commitment to discipline, resilience, and continuous growth.

Operating in the financial services industry since 2014 Tony is a Wealth 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.

Cyril is a trusted Wealth Advisor at AEC Financial Group, known for his thoughtful approach and dedication to helping clients achieve their financial goals. With a strong belief in building lasting relationships, he takes the time to understand each client’s unique situation and crafts personalized strategies that align with their values, priorities, and long-term vision.

He holds a bachelor’s degree in accounting from the University of Sherbrooke and his CPA designation. With more than five years of experience in personal, corporate, and cross-border taxation, Cyril brings a deep and practical understanding of complex tax matters. His background allows him to integrate tax-efficient planning into broader wealth strategies, offering clients advice that is both insightful and forward-thinking.

Cyril is passionate about continuous learning and is always seeking new ways to deepen his expertise in financial planning, investment management, and tax strategy. His clients appreciate his clear communication, analytical mindset, and unwavering commitment to their success.

Outside the office, Cyril enjoys staying active through soccer and fitness. He believes that maintaining a healthy lifestyle supports his focus and energy, both personally and professionally.