Sam Djurfeldt, HBA
Wealth Advisor
Why Me?
Sam believes the best financial advice starts with a deeply personal relationship. He brings clarity and simplicity to his client's complex personal and wealth situations, by providing total wealth management & family office services. Just as importantly, he listens. Conversations about wealth are often conversations about family and what matters most, and Sam aims to bring a warm, calm, and steady presence to educate and support his clients through life's toughest situations.
Experience
Sam has spent almost a decade in institutional investment management. After years of advising leading global institutions that manage wealth, Sam was drawn to bringing his institutional expertise to working directly with families and individuals to help them build and protect their wealth.
He started his career in equity research and then moved into global investment management consulting, where he advised some of the world's largest hedge funds, pensions, asset managers, and wealth management firms on achieving their strategic objectives and delivering the best possible end client experience. He went on to establish and grow the Canadian office of a leading global investment management consultancy, where he was the first Canadian employee and built the team to 12 people in under a year. His last consulting engagements were advising a leading Japanese asset manager and a top Canadian pension fund.
Personal Life & Hobbies
Prior to his professional career, Sam was a National Champion in Flatwater Sprint Canoeing and represented Canada at an Olympic Hopes competition in Hungary. Sam still enjoys coaching dragon boat teams, and volunteers his spare time to support the growth of his Canoe Club in Mississauga.
Sam is a graduate of the Ivey Business School at Western University. He lives in Toronto and spends his free time running, cooking, listening to finance podcasts, and walking his dog Maeve with his fiancé, Jamie.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Jim Stevenson
Estate Planning Specialist
Jim has supported wealth advisors and their clients for close to 30 years, helping thousands of high-net-worth families better plan their estates with straightforward advice.
Jim helps clients develop a robust estate plan, providing guidance on deferring and/or funding tax liabilities and tax-sheltered insurance to provide immediate liquidity, ensuring family assets remain in the family. He helps families navigate complex value and ownership situations including managing the division of non-liquid assets, such as a private business, family farm or cottage.
Jim also ensures that families take into account philanthropic goals and consider all possible insurance strategies to preserve wealth for future generations.
Evdokiya Yakub Aga
Senior Trust and Estate Consultant
Opens in your telephone provided application. Opens in your email provided application.As a Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind regarding your estate plan. For complex estate and trust issues, I can draw on the expertise of my CIBC partners, recommend external professionals and act as an objective third-party to help develop solutions.
Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas. My team and I have the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most.