Sami Auran, MBA, CIM®, F. Pl.
Wealth Advisor
English, French, Romanian, Spanish
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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.