Wealth Solutions

Specialized Banking

Beyond traditional deposit and lending services, our banking platform empowers clients to harness and expand their wealth through access to global markets, currencies and innovative ideas from around the world. As a private bank, we go beyond the offerings of commercial and investment banks, providing customized solutions with warm, personalized service tailored to your unique financial journey—all within a single account.
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why our clients choose Cidel for specialized banking

A HOLISTIC APROACH TO MANAGING WEALTH

Cidel clients are global citizens. We provide seamless solutions that enable them to transact anytime, anywhere, on the global stage.

To simplify lending, our clients benefit from a single dedicated point-of-contact with insight into their overall wealth, along with access to a diverse range of credit solutions.


Open architecture

Our open architecture platform offers access to a broad range of investment solutions from around the world, including third-party managers and hard assets (yachts, planes, homes, art, etc.) going beyond the traditional investments typically available at other banks.


Currencies

Access to all major currencies and the ability to report in the currency of clients’ choice

Lending

Our clients are global citizens; Cidel helps you transact on the world stage, wherever and whenever.

Our credit solutions allow clients to leverage their assets to access funds when needed at attractive rates.

  • Lending and transactions are simple and seamless
  • Access to all major currencies at institutional pricing

Lines of credit

CAD & USD
Ongoing ability to access funds on demand.


Term Loans

CAD & USD
Time-bound loan that can be paid back at any time without penalty.


Bridge Loans

CAD & USD
Short term liquidity to bridge selling and buying of assets.

“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 a 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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Asset Management

Since 1999, we’ve been helping high net worth clients manage their money, from equity and bond portfolios to multi-asset class portfolios. Offering a broad range of strategies backed by a robust process, our expert team creates customized portfolios tailored to each client’s unique needs.
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Trust & Corporate Services

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.
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Ultra High Net Worth

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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