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Sam Sivarajan has over fifteen years’ experience in the investment banking and investment management industries. Having worked with and learned from some of the most successful entrepreneurs and executives in Canada, the United Kingdom, and Asia, Sam has a passion is to share these ideas with those who could benefit from managing their wealth more effectively.
Sam built and led the top-ranked ultra–high net worth wealth management team in Canada, which counted one out of four of the hundred wealthiest Canadians as clients. Previously, Sam held progressively senior roles as a mergers and acquisitions investment banker in the telecom sector in London, England, and Vienna, Austria, where he advised some of the foremost entrepreneurs and executives in the world.
Sam trained as a corporate lawyer with one of the leading international business law firms in Canada. He is a graduate of the University of Toronto, with MBA and JD degrees, and the University of Western Ontario, with a degree in economics. He also holds the Certified Financial Planner designation from the UK. Sam currently serves on several non-profit advisory boards.
In his spare time, Sam enjoys trekking; he has reached the summit of Mt. Kilimanjaro, and trekked the Andes in Peru and the Eastern Himalayas of Bhutan. He is a certified personal trainer, kettlebell instructor, and spinning instructor.