Our Story
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At Cidel Private Bank, we understand that significant wealth brings complexity. Since 1999, we have been a trusted partner to high-net-worth individuals, families, and institutions. Our clients benefit from the extensive offerings of a large global bank combined with our warm, boutique-style service.
Our robust process begins with a genuine understanding of you and your familyāyour background, your aspirations, your challenges. From there, we apply our extensive knowledge of the financial landscape to support and guide you through your unique journey, delivering enduring solutions designed to meet your individual goals today, and for generations to come.
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$ 27.1 B+
ASSETS UNDER ADMINISTRATION
21
INVESTMENT STRATEGIES
200 +
EMPLOYEES
1999
FOUNDED
Our People
meet CRAIG RIMER
meet HENRY PERREN
meet ADAM PENNY, CFA, CIM
meet ADRIAN MEYER
meet AIDEN BATIST, CFP, CIM
meet ALEXIA MORCOS
meet ALYSON MCLEOD, CPA
meet AMANDA LASHLEY
meet ANA SCHOTBORGH
meet Anita Winter
meet ANNA ALIZADEH
meet ARTHUR HEINMAA
meet ARUNDEL GIBSON
meet ARVIN FERNANDEZ, CFA, CFP
meet Aviel Avshalumov
meet BARRY DA SILVA, CFA
meet BILL MCKAY, CFA, CAIA
meet BRADLEY GIBBERT, CFA
meet BRYAN TAMBLYN
meet CAMERON COX, CFA
meet CAMERON MARR, CFA
meet CANDI TANG
meet CARLOS CARDENAS
meet CEMRE PEHIVANOGLU
meet CHARLES LANNON, CFA
meet CHRISTY DECOSIMO, CFA
meet COLIN DEEKS, CIM
meet DANIEL BULAFKIN
meet ERAN POYASTRO
meet ETHEL WEINER
meet FARIALLE PACHA, CIM, CAIA
meet GARY MORRIS, CFA
meet GEOFF MATUS
meet HARPER SACKS-KILLBACK
meet Helena Salazar
meet HILTON SACKS
meet Jackson Munro
meet JAMES PORTER, CFA
meet JAMIE BRUBACHER, CFA
meet JEFFREY PHELPS
meet JESSICA SERRATO
meet JOANNE NAHIBUAN
meet JUSTIN IRWIN
meet Karan Adeppa, CFA
meet KARL BERGER, CIM
meet KATE NOWAK, CIM
meet KIP SHAW
meet LEE FERNANDES, CIM
meet LEO JAEGERMAN, CIM
meet Luke Lacoste
meet MARK BIDERMAN
meet MATTHEW DENNIS, CIM
meet MATTHEW LAX
meet MEI LAI
meet Milaine Theriault
meet NAD CYRUS
meet Nathan Trestan
meet NEIL REINES
meet OSCAR BECERRA, CIM
meet PAUL BUCHANAN, CA, CPA, CFA
meet PHILIP YOUNG, CFA
meet RACHEL LE MAITRE
meet ROBERT SPAFFORD, CFA
meet RYAN ELLIOTT, CIM
meet SEAN EMMONS, CFA
meet SHONDA FORDE
meet STEPHEN CALDWELL, CFA
meet SUSHIL SINGH, CFA
meet THOMAS GOMES, CFA, CPA
meet THUY CHOU, CIM
meet Tiziana Ragogna Mazzilli, CPA, CGA, ACCA
meet Torie Meyer
meet Tracy ThompsonĀ
meet TREVOR NAGAI
meet TRISTAN GEACH, CIPM