Sami El-Eid

Financial Planner Financial Security Advisor @RFL Wealth Management

Montreal, QC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2025 — Present

Financial Planner Financial Security Advisor @RFL Wealth Management

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Montreal, QC, CA

Empowering Canadian and Internationally Trained Physicians to Achieve Financial Freedom and a Rich, Fulfilling Life—Without Selling Investments or Insurance. With over 20 years of experience in financial services, I specialize in helping Canadian and internationally trained medical professionals navigate our complex financial landscape. At RFL Wealth Management, we take a holistic approach to wealth building—focusing on tax-efficient retirement planning, children’s education funds, and estate preservation—ensuring that more of your hard-earned wealth stays with you and your family. How I Help Tax-Free Wealth Strategies – Implementing legal tax minimization techniques to maximize your retirement income. Wealth Protection – Safeguard your income with smart financial planning. Legacy & Estate Planning – Ensure your family’s financial future is secure. Work-Life Balance – Helping physicians gain financial peace so they can focus on what truly matters. Why Work with Me? Specialized Expertise – In-depth understanding of the unique financial needs of physicians. Tax-Efficient Strategies – Proficiency in strategies that reduce tax burdens and enhance wealth accumulation. Proven Process – A streamlined approach that simplifies wealth management, delivering results in just four weeks. Let’s Connect! If you’re a medical professional seeking clarity, confidence, and financial peace, let’s connect. s•••@rflwealth.ca Access Your Free Guide: rflwealth.ca/blueprintThis guide provides proven strategies to maximize wealth, minimize taxes, and live a Rich, Fulfilling Life.

EDUCATION

N/A

Canadian Securities Institute

CSC - CPH

1988 — 1992

McGill University

B Comm

1986 — 1988

Lycee Louis Massignon

Bac II

1983 — 1986

Lycee Charles De Gaulle

Bac II

SKILLS

DerivativesPortfolio ManagementInvestment ManagementEquitiesEmerging MarketsInvestment StrategiesAlternative InvestmentsPrivate EquityInvestmentsDue DiligenceHedge FundsBankingMutual FundsRisk ManagementWealth ManagementPrivate BankingAsset ManagmentAsset ManagementCorporate FinanceValuationRelationship ManagementInstitutional InvestmentsMergers & AcquisitionsCredit RiskFx OptionsCapital MarketsFinancial MarketsInvestment BankingFinanceFixed Income

ABOUT SAMI EL-EID

Helping Canadian and Internationally Trained Medical Professionals Build Tax-Free Wealth and Achieve Financial Peace | CFA | Financial Security Advisor | Wealth Strategist at RFL Wealth Management.

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Sami El-Eid — Financial Planner Financial Security Advisor at RFL Wealth Management in Montreal, QC, CA | Unifers