Wealth Solutions
Trust & Corporate Services
Smart planning and efficient structuring are the cornerstones of wealth creation and growth. We also understand the importance of preserving and managing our clients’ assets according to their wishes. Our reputation for excellence comes from our commitment to helping clients and their professional advisors set up and manage trusts, companies and foundations that ensure a secure, prosperous future for generations to come.
Your leading corporate trustee
FUTURE PROOF YOUR WEALTH
Our comprehensive international experience and infrastructure allow us to both advise on planning and implement structures on your behalf.
We administer family or testamentary trusts, act as estate executors, and manage your philanthropy, all while working with your tax and legal advisors to set up and maintain your structures and estate plan.
Cidel successfully helps families structure their wealth. With Canadian and international trust licenses, there are a variety of circumstances in which Cidel’s fiduciary services can be useful.
Trust Services
Our Corporate Trustee services allow us to act as Trustees for:
- Family Trusts
- Cross-border Trusts
- Alter Ego Trusts
- Testamentary Trusts
- Income Splitting Trusts
- Corporate Trust Structures
- Spousal Trusts
- Escrow Accounts
- International Trusts
- Transnational Trust
Executor Services
Our Executor Services allow us to act as Corporate Executor and Power of Attorney for Property as:
- Sole Executor
- Alternate Executor
- Co-executor
- Agent for Executor
Philanthropic Services
Donor Advised Fund and Private Foundations
At Cidel, philanthropy is guided by the same principles that define all we do: long‑term stewardship, careful governance, and a thoughtful, client‑first approach. We work alongside individuals and families to help structure charitable giving in a way that is purposeful, enduring, and aligned with their values.
Our philanthropic services include the administration of Donor Advised Funds through the Cidel Foundation (Canadian registered charity 836725820RR0001), as well as tailored support for the establishment and ongoing management of Private Foundations.
The Cidel Donor Advised Fund offers clients a flexible and efficient framework for charitable giving, supported by prudent oversight and administrative simplicity. In 2025, the Fund received over $170 million in contributions, bringing total assets under management to more than $300 million.
During the year, over $70 million in grants were distributed to registered charities, reflecting our clients’ commitment to supporting meaningful work across a broad range of causes and communities.
With its scale, experience, and disciplined approach, the Cidel Foundation is one of the largest Donor Advised Funds in Canada, providing a trusted platform for philanthropy that is intentional, well‑governed, and built for the long term.
CORPORATE SERVICES
Cidel manages the incorporation and maintenance of international companies to ensure that’s they are set up and maintained in accordance with the client’s need and legal requirements of the incorporating jurisdiction.
- Incorporation
- Annual Maintenance
- Director services
- Corporate and secretarial services
The Cidel Advantage
- Pro-active approach
- Advanced administrative systems
- Knowledgeable team
- Focused on execution
- Strong network across multiple jurisdictions
- Experienced in multiple jurisdictions
Why Cidel
Desciption
- Ability to make decisions in a simple, efficient and unemotional way
- Knowledgeable, approachable and reasonable Trust Officers who always act in the best interest of beneficiaries
- Integration with overall wealth/investment plan
- Experience working with 3rd party managers
- Chosen provider for many of the best tax and estate practitioners
“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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Specialized Banking
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.
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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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