CIDEL ASSET MANAGEMENT INC

Overview

Cidel Asset Management Inc. is a SEC-registered corporate investment adviser that serves both individual/family and institutional clients. The firm charges clients a percentage of assets under management and runs discretionary and non-discretionary mandates across separately managed accounts and pooled vehicles. Portfolio management is the core activity: the firm manages wealth for individuals and small businesses, sponsors and manages pooled investment vehicles, and provides portfolio services to businesses and institutions. Equities are the central focus of the investment program — the firm’s filings show a clear preference for exchange-traded equities as the dominant asset sleeve. Cidel also operates in roles beyond pure advisory work, including acting as sponsor, general partner, or managing member of pooled investment vehicles, which shapes the firm’s access to both public and pooled strategies. The owner profile indicates a foreign linkage, and several custodial relationships and top public holdings point to a Canadian connection in its client and asset base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices