Sami Auran, MBA, CIM®, F. Pl.

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.