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

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English, French, Romanian, Spanish

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.

Shirley Suissa

Associate

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English, French

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.

Nadir Berrahma Chekroun

Associate

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English, French

Since an early age, Nadir has always had a passion for finance and portfolio management. He is currently completing his bachelor's degree in business administration at the Université du Québec à Trois-Rivières Business School.

With customer service at heart, Nadir is always ready to listen to his customers and help them find solutions that exceed their expectations. In an era where technology and the economy are evolving rapidly in tandem, he knows it's important to constantly update his knowledge in order to provide the best solutions for his customers.

In his spare time, Nadir is a keen sportsman. He likes to go to the gym and used to be an avid volleyball player. He's a great believer in the adage "a healthy mind in a healthy body", as both are connected.

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.