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CIBC Private Wealth, Wood Gundy CIBC Private Wealth, Wood Gundy

Sam Djurfeldt

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Private Wealth Advisory Services

Private Wealth Advisory Services

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One clear picture of your wealth

As your wealth grows, your financial life becomes more complex. You may have investments in several places, a business to plan for, a family to provide for and a legacy to think about. My role is to bring it all together into one clear, coordinated plan, and to explain it in a way that makes sense to you. Whether you would like to work with our CIBC partners, keep the professionals you already trust, or combine the two, I coordinate everything for your wealth strategy so you don't have to.


Strategic Wealth Planning

Your Strategic Wealth Plan is the foundation for every decision we make
together:

• Financial planning: A clear roadmap from where you are today to where you want to be, updated as your life changes.
• Retirement planning: Understanding what you need, when you need it and how to get there with confidence.
• Tax & Insurance Planning: Making the most of accounts and capitalizing on insurance opportunities to save you taxes and improve your total net annual return.
• Estate & Trust Planning: Planning for the eventual protection and transfer your wealth and assets smoothly and tax-efficiently.


Personalized Investment Management

Through many years working with executives of globally leading investment and wealth managers, I’ve learned what works best, and what doesn’t.

My investment management approach is built on:

1. Institutional-level third party portfolio managers: Sam has worked with dozens of world-leading investment and portfolio managers across the world, and has hand-selected portfolio managers and strategies that he is able to offer clients to complement his approach.
2. Multi-asset class investment strategies: Through almost a decade working in investment management, Sam has developed a multi-asset class investment philosophy which is aimed to reduce volatility while maintaining efficient long-term capital appreciation.
3. Personalized Investment Policy and Asset Allocation: Each client is unique. Sam does not standardize all of his clients in one portfolio. He customizes and tailors each client's strategy to best meet their current situation and future goals.

You worked hard to grow your wealth. My approach is grounded on ensuring clients are educated, confident, and informed throughout their investment journey. My investment strategy is aimed to preserve and grow your hard-earned capital, without taking unnecessary risks.  


Integrated Family Office Services

Acting as your personal wealth concierge, I construct a tailored family office team for each client, combining internal and external professionals to have all of your financial and wealth needs handled through me.

Sample Services:
• Private Banking & Lending
• Estate and Trust Services
• Insurance Solutions
• Commercial Banking
• Charitable Giving
• Business Transition & Succession
• Shareholder & Buy/Sell Agreements
• Family Business Planning

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Financial Planning

Your financial plan helps determine your goals and a road map to achieve them. Together with our CIBC partners we have the expertise and tools to create your dynamic plan that changes as your priorities do.

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Investment Advice

We offer a variety of investment services. Build and grow your portfolio by working closely with our team. Or, if you prefer to take a hands-off approach, you can leave the investing decisions to professional investment managers.

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Registered Saving Solutions

Whether you’re saving for retirement or a child’s post-secondary education, registered accounts are tax-effective. We help you choose the accounts that are right for you, including Registered Retirement Savings Plans (RRSP), Tax-free Savings Accounts (TFSA) and Registered Education Savings Plans (RESP).

A couple looking at an estate plan with their investment advisor

Estate Planning

An estate plan helps ensure a smooth wealth transition to your family. We advise on issues like minimizing taxes, reducing market risk impact and potential family disputes—now and when your estate is settled.

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Business Transition Planning

A formal business transition plan helps determine how, when and to whom you’ll transfer your business. A plan also helps preserve your company’s value as it accounts for tax planning, preparing for a potential sale and any unforeseen events. Our expert team helps you understand your options and identify an effective strategy.

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Charitable Giving

Charitable giving positively impacts causes that matter to you. You can gift cash, securities, or the proceeds of a life insurance policy. It also helps reduce your tax liabilities. We assist with all your philanthropic needs through the CIBC Wood Gundy Giving Back Program or a Private Charitable Foundation. For more information on the CIBC Giving Back Program:

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.