Our Story

Header
Subheader

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 family—your 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.

Header

$ 27.1 B+

ASSETS UNDER ADMINISTRATION

21

INVESTMENT STRATEGIES

200 +

EMPLOYEES

1999

FOUNDED

Our People

Clear all filters
CRAIG RIMER
meet CRAIG RIMER
Chief Executive Officer, Cidel Bank Canada, Cidel Trust Company
HENRY PERREN
meet HENRY PERREN
President of Cidel Bank Canada
ADAM PENNY, CFA, CIM
meet ADAM PENNY, CFA, CIM
Senior Wealth Consultant, Investment Counsellor
ADRIAN MEYER
meet ADRIAN MEYER
Deputy Chairman, Cidel Bank & Trust
AIDEN BATIST, CFP, CIM
meet AIDEN BATIST, CFP, CIM
Wealth Consultant, Client Relationships
ALEXIA MORCOS
meet ALEXIA MORCOS
Associate Client Consultant
ALYSON MCLEOD, CPA
meet ALYSON MCLEOD, CPA
Senior Associate, Client Consultant
AMANDA LASHLEY
meet AMANDA LASHLEY
Vice President, Trust Services, Cidel Trust Services LTD.
ANA SCHOTBORGH
meet ANA SCHOTBORGH
Associate Client Consultant
Anita Winter
meet Anita Winter
Senior Trust Officer
ANNA ALIZADEH
meet ANNA ALIZADEH
Head of Wealth Planning
ARTHUR HEINMAA
meet ARTHUR HEINMAA
Vice Chairman (CAM)
ARUNDEL GIBSON
meet ARUNDEL GIBSON
Wealth Consultant, Associate Investment Counsellor
ARVIN FERNANDEZ, CFA, CFP
meet ARVIN FERNANDEZ, CFA, CFP
Senior Associate Wealth Consultant, Client Relationships
Aviel Avshalumov
meet Aviel Avshalumov
Fixed Income Analyst
BARRY DA SILVA, CFA
meet BARRY DA SILVA, CFA
Portfolio Manager
BILL MCKAY, CFA, CAIA
meet BILL MCKAY, CFA, CAIA
Head of Multi-Asset Class, Lead Portfolio Manager
BRADLEY GIBBERT, CFA
meet BRADLEY GIBBERT, CFA
Senior Vice President, Chief Risk Officer, Cidel Bank Canada
BRYAN TAMBLYN
meet BRYAN TAMBLYN
Chief Compliance Officer CCO & Chief Anti-Money Laundering Officer
CAMERON COX, CFA
meet CAMERON COX, CFA
Senior Investment Analyst
CAMERON MARR, CFA
meet CAMERON MARR, CFA
Portfolio Manager
CANDI TANG
meet CANDI TANG
Senior Associate, Client Consultant
CARLOS CARDENAS
meet CARLOS CARDENAS
Manager, Client Relationships
CEMRE PEHIVANOGLU
meet CEMRE PEHIVANOGLU
Portfolio Analyst, Associate Portfolio Manager
CHARLES LANNON, CFA
meet CHARLES LANNON, CFA
Head of Equities, Lead Portfolio Manager
CHRISTY DECOSIMO, CFA
meet CHRISTY DECOSIMO, CFA
Senior Wealth Consultant, Investment Counsellor
COLIN DEEKS, CIM
meet COLIN DEEKS, CIM
Senior Wealth Consultant, Associate Investment Counsellor
DANIEL BULAFKIN
meet DANIEL BULAFKIN
Wealth Consultant
ERAN POYASTRO
meet ERAN POYASTRO
Analyst, Equities
ETHEL WEINER
meet ETHEL WEINER
Director of Ultra High Net Worth Services, Wealth Consultant, Client Relationships
FARIALLE PACHA, CIM, CAIA
meet FARIALLE PACHA, CIM, CAIA
Senior Associate Wealth Consultant, Client Relationships
GARY MORRIS, CFA
meet GARY MORRIS, CFA
President, Chief Investment Officer (CAM)
GEOFF MATUS
meet GEOFF MATUS
Chairman, Cidel Bank Canada
HARPER SACKS-KILLBACK
meet HARPER SACKS-KILLBACK
Senior Associate Wealth Consultant, Associate Investment Counsellor
Helena Salazar
meet Helena Salazar
Associate Client Consultant
HILTON SACKS
meet HILTON SACKS
EVP, Head of International Development and Marketing
Jackson Munro
meet Jackson Munro
Associate Equities Analyst
JAMES PORTER, CFA
meet JAMES PORTER, CFA
EVP, Canadian and Institutional Business
JAMIE BRUBACHER, CFA
meet JAMIE BRUBACHER, CFA
Vice President Products and Platforms, Portfolio Manager
JEFFREY PHELPS
meet JEFFREY PHELPS
Lead Trader
JESSICA SERRATO
meet JESSICA SERRATO
Associate Client Consultant
JOANNE NAHIBUAN
meet JOANNE NAHIBUAN
Manager, Client Services
JUSTIN IRWIN
meet JUSTIN IRWIN
Senior Trust Officer
Karan Adeppa, CFA
meet Karan Adeppa, CFA
Senior Investment Analyst
KARL BERGER, CIM
meet KARL BERGER, CIM
Senior Wealth Consultant, Investment Counsellor
KATE NOWAK, CIM
meet KATE NOWAK, CIM
Director, Institutional Business
KIP SHAW
meet KIP SHAW
Vice President, Senior Client Consultant
LEE FERNANDES, CIM
meet LEE FERNANDES, CIM
Senior Wealth Consultant, Client Relationships
LEO JAEGERMAN, CIM
meet LEO JAEGERMAN, CIM
Institutional Client Consultant, Investment Counsellor
Luke Lacoste
meet Luke Lacoste
Associate
MARK BIDERMAN
meet MARK BIDERMAN
Senior Vice President, Trust and Legal
MATTHEW DENNIS, CIM
meet MATTHEW DENNIS, CIM
Deputy Head of Multi Asset Class, Lead Portfolio Manager
MATTHEW LAX
meet MATTHEW LAX
Associate Client Consultant
MEI LAI
meet MEI LAI
Associate Analyst
Milaine Theriault
meet Milaine Theriault
Senior Financial Planner
NAD CYRUS
meet NAD CYRUS
Vice President, Information Technology
Nathan Trestan
meet Nathan Trestan
Associate Client Consultant
NEIL REINES
meet NEIL REINES
Senior Wealth Consultant, Client Relationships
OSCAR BECERRA, CIM
meet OSCAR BECERRA, CIM
Wealth Consultant, Client Relationships
PAUL BUCHANAN, CA, CPA, CFA
meet PAUL BUCHANAN, CA, CPA, CFA
President, Chief Financial Officer
PHILIP YOUNG, CFA
meet PHILIP YOUNG, CFA
Assistant Vice President, Senior Analyst
RACHEL LE MAITRE
meet RACHEL LE MAITRE
Trust Officer
ROBERT SPAFFORD, CFA
meet ROBERT SPAFFORD, CFA
Lead Portfolio Manager
RYAN ELLIOTT, CIM
meet RYAN ELLIOTT, CIM
Wealth Consultant, Client Relationships
SEAN EMMONS, CFA
meet SEAN EMMONS, CFA
Associate Portfolio Manager
SHONDA FORDE
meet SHONDA FORDE
Vice President & Chief Compliance Officer
STEPHEN CALDWELL, CFA
meet STEPHEN CALDWELL, CFA
Lead Portfolio Manager
SUSHIL SINGH, CFA
meet SUSHIL SINGH, CFA
Fixed Income Analyst
THOMAS GOMES, CFA, CPA
meet THOMAS GOMES, CFA, CPA
Head of Fixed Income, Lead Portfolio Manager
THUY CHOU, CIM
meet THUY CHOU, CIM
Senior Wealth Consultant, Investment Counsellor
Tiziana Ragogna Mazzilli, CPA, CGA, ACCA
meet Tiziana Ragogna Mazzilli, CPA, CGA, ACCA
Senior Vice President
Torie Meyer
meet Torie Meyer
Associate Wealth Consultant
Tracy ThompsonĀ 
meet Tracy ThompsonĀ 
Director of Charitable Services
TREVOR NAGAI
meet TREVOR NAGAI
Vice President, International Business
TRISTAN GEACH, CIPM
meet TRISTAN GEACH, CIPM
Associate Wealth Consultant
WILLEM VAN DER BERG
meet WILLEM VAN DER BERG
Wealth Consultant

Take a Look inside Cidel

Find out more about Cidel Private Bank and discover how we can support you in achieving your financial goals.
Learn More