Meet our team

Your life goals. Our life's work.

We work together to achieve your goals

Our team of finance and customer service professionals is here to help you manage your wealth. They will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team of experts

Wealth Advisor

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English, French, Romanian, Spanish

Financial Planner and Wealth Management Advisor at AEC Financial Group of National Bank Financial, Sami has been working in the financial sector since 2016. Holder of a B.A. in Business Studies, an MBA in Finance, and the title of Financial Planner with the IQPF, his passion for his profession has earned him numerous recognitions since his early start in the industry.

Acknowledged by his peers for his determination and dedication, Sami is currently pursuing his Discretionary Portfolio Manager designation scheduled for completion by spring 2023. Having his clients’ best interests at heart, Sami exhibits exemplary professionalism in upholding the highest standards of ethics, transparency, and integrity.

Wealth Advisor

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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 and currently pursuing his Discretionary Portfolio Manager designation with the objective of always being able to provide you with best in class solutions.

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 cycling, soccer and yoga. Passionate about travelling, he is always on the lookout for new destinations to explore with his better half.

Shirley Suissa

Associate

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French, English

Since the beginning of her career, her unwavering passion for the banking and financial industry has been evident. Holder of Bachelor’s degree in Economics from HEC Montreal, Shirley had the chance to meticulously refine her financial proficiency throughout her academic studies.

Her exceptional customer service has garnered recognition, and she consistently excels in business development and client satisfaction. As a young mother, she places utmost importance on tailoring each interaction to meet her clients' specific needs, while delivering a service that is truly unique. Her genuine enthusiasm serves as a testament to the care she invests in her client relationships. With an active, entrepreneurial, and innovative mindset, she actively participates in numerous social events, both within her community and abroad. This engagement ensures she remains well-connected and up-to-date with the latest industry trends and opportunities, allowing her to provide invaluable insights to her clients.

Our partners 

Our financial advisors | AEC Financial Group | National Bank Financial - Wealth Management
Photo of Martin Bissonnette, Financial Security Advisor

Martin Bissonnette, MBA

Financial Security Advisor

MBSC Stratégies d’Assurance partner of National Bank Insurance Firm (NBIF)

Our financial advisors | AEC Financial Group | National Bank Financial - Wealth Management
Photo of Stéphanie Cournoyer, Financial Security Advisor

Stéphanie Cournoyer

Financial Security Advisor

MBSC Stratégies d’Assurance partner of National Bank Insurance Firm (NBIF)
 

Notes-legales-en

  1. Financial Planners are authorized to act in the field of Financial Planning. They exercise their duties for National Bank Financial Inc., a financial planning firm.

  2. We work closely with the Taxation, Retirement and Estate Planning Team from National Bank Trust, made up of multidisciplinary experts who provide knowledge and advice that complement our service offering. These experts assist us in providing the best solutions for your personal finances related to taxation, retirement and estate planning.

  3. Insurance products and services are provided by National Bank Insurance Firm (NBIF) or by NBF Financial Services (NBFFS), as applicable. NBIF and NBFFS are not members of Canadian Investor Protection Fund (CIPF). Insurance products are not protected by CIPF.

  4. Financing solutions are subject to credit approval by National bank.

  5. For details and conditions of the offer, please contact your advisor.

Contact us

Get contact information for our team members and find out where our offices are.