Samantha Ciurlej
Financial Planner, Md Management Limited @MD Financial Management | Gestion financière MD
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WORK HISTORY
Financial Planner, Md Management Limited @MD Financial Management | Gestion financière MD
As the part of the Wealth management branch of Scotiabank, I work soley with physicians and their families from medical school, residency, throughout practice and into retirement to help them take control of their financial well-being and support the growth of their business. I offer a 360 holistic planning approch which includes an in-depth financial planning analysis, investment management and insurance, tax, retirement as well as estate planning. I\'ve helped many physicans all over Quebec find the opportune time to incorportate, acheive their financial goals and save on taxes.
EDUCATION
Cégep de Granby Haute-Yamaska
Pure and applied sciences, Physical Sciences
Université de Sherbrooke
Bachelor of Business Administration (B.B.A.), Finance, General
Canadian Securities Institute
Certificate of Financial Planning
IQPF
IQPF Professional Training Course
Université de Sherbrooke
Bachelor of Business Administration (BBA), Marketing
ABOUT SAMANTHA CIURLEJ
I love helping and seeing clients succeed and fulfill their dreams, and I’m proud to work exclusively with the Canadian physician community and their families. As the part of the Wealth management branch of Scotiabank, I am a Financial planner who works soley with physicians and their families from medical school, residency, throughout practice and into retirement to help them take control of their financial well-being and support the growth of their business. I offer a 360 holistic approch which includes an in-depth financial planning analysis, investment management and insurance, tax, retirement as well as estate planning. Throughout my financial career, I’ve found that knowledge is the most powerful tool when it comes to making the best decisions and I truly enjoy being a source of financial literacy and helping to navigate the highly regulated and continuously changing financial industry. I\'m happy to have helped many physicians all over Quebec, find the opportune time to incorporate, achieve their financial goals and save on taxes and I’m excited to extend my services to more physicians to comeAway from work, you can find me on the tennis court or whipping up something sweet in the views and opinions are those of the author and do not reflect those of Scotiabank or any of its affiliates.
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