Your wealth is our business.We make it personal.
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How we workwith you.
With significant expertise in Asset Management, Trust & Corporate Services, Specialized Banking and Ultra High Net Worth Services, we actively manage your wealth in a holistic and integrated way.
Since 1999, we’ve been helping high net worth clients manage their money. Offering a broad range of strategies backed by a robust process, our qualified team creates customized portfolios across equity, fixed income and multi-asset class portfolios, tailored to each client’s unique needs.
We strongly believe that smart planning and efficient structuring are the foundations of wealth creation and growth. At Cidel, we both advise on planning and implement structures, collaborating with clients and their advisors for seamless execution across multiple jurisdictions.
As a private bank, we offer the scale and capability of a big bank with personalized, boutique-style service. Our banking platform provides clients with access to global markets, seamless lending solutions, and the ability to hold multiple currencies, allowing you to transact on the world stage.
Significant wealth creates complexity. As your partner, we actively manage every aspect of your wealth by creating tailored solutions that help you reach your financial goals. This approach simplifies complexity in a way that’s right for you.
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“They are very nimble, well connected in the space and serve some very ultra high net worth families. They are sophisticated and smart within the space. They are very capable and well positioned to handle client work.”
“They are a good bank to work with. They are approachable and you know your client will get good service from them.”
“Cidel has alleviated the general unease that I was feeling about my affairs across so many facets of my life from investing to philanthropy and beyond. Reflecting on where things are now in my life compared to a year ago, there’s no question that many aspects are significantly and demonstrably better as a direct result of your efforts.”
“Cidel remains a highly regarded provider of high-quality private banking services in the Canadian market. It offers wealthy individuals and families asset management and corporate and fiduciary services, as well as deposit and lending facilities.”
“I really trust them, they offer a great service.”
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“They are very nimble, well connected in the space and serve some very ultra high net worth families. They are sophisticated and smart within the space. They are very capable and well positioned to handle client work.”
-
“They are a good bank to work with. They are approachable and you know your client will get good service from them.”
-
“Cidel has alleviated the general unease that I was feeling about my affairs across so many facets of my life from investing to philanthropy and beyond. Reflecting on where things are now in my life compared to a year ago, there’s no question that many aspects are significantly and demonstrably better as a direct result of your efforts.”
-
“Cidel remains a highly regarded provider of high-quality private banking services in the Canadian market. It offers wealthy individuals and families asset management and corporate and fiduciary services, as well as deposit and lending facilities.”
-
“I really trust them, they offer a great service.”
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