Cidel is awarded STEP Gold Employer Partner status
We are proud to announce that Cidel was named a Gold Employer Partner of the STEP Employer Partnership Programme in Canada, South Africa and Barbados!
STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. STEP works to improve public understanding of the issues families face in this area and promotes education and high professional standards among its members. Full STEP members, known as TEPs, are internationally recognised as experts in their field, with proven qualifications and experience.
Achieving Gold accreditation is a testament to the strength of policies, practices and structures that Cidel has implemented to support its growing Private Wealth offering.
Speaking about the accreditation, Amanda J. Lashley, Vice President, Trust & Legal Cidel Bank & Trust Inc. said,
“Cidel Bank & Trust Inc., has enjoyed a long-standing relationship with STEP and is honoured to have achieved gold accreditation with the Employer Partnership Programme. This solidifies Cidel’s commitment to developing its key resource; its people.
“In our pursuit to encourage continuing education and ensure that we as a company strive to provide the highest professional standards within our trust, corporate and investment team, we firmly believe that being affiliated with an organization such as STEP is demonstrative of our commitment to academic and professional excellence. This will ensure that we stay current and are equipped to service our clients globally.”
Jenni Hutchinson, Head of Employer Partnerships for STEP, said “Cidel is to be commended on the way that it supports its staff by means of the very good learning and development provision it has in place. This, backed by a supportive, strong leadership and positive learning culture, ensures that all staff are given the encouragement that they need to achieve their potential”.
Cidel’s Karl Berger, Senior Wealth Consultant and Director was a guest at BNN Bloomberg discussing his thoughts on the case for investing in Canadian stocks for the long haul. In this BNN interview, Karl states a strong argument can be made for staying in Canadian stocks.
We are proud to announce that Cidel was named one of six “Recommended Private Banks-Canada” in the High Net Worth 2018 Guide issued by Chambers and Partners. Cidel was the only privately-owned bank that was recognized; the other ranked firms are the private banking units of Canada’s 5 largest financial institutions.
According to the guide, Cidel “is very strong on the investment management side, has a trust business and offices in Toronto and Calgary”, and “They do client services like no one else on the street. They have expertise at a level no one else in the city has. They know what they’re doing”.
Chambers and Partners’ annual High Net Worth Guide is specifically aimed at the international private wealth market, and covers private wealth management work and related specialisms, like private banking, in key jurisdictions around the world.
Cidel is an international private bank focusing on Asset Management, Planning, Structuring and Trust, and Specialized Banking. Cidel combines the scale of a large global bank with the continuity and genuine commitment to service of a boutique firm.
Cidel is pleased to congratulate our Chairman Mr. Geoffrey Matus who received an honorary degree from the University of Toronto, June 20th, 2018 for his exceptional work in the education and health care industries. In conferring this degree he was recognized for all his efforts and impact that he has had on all those that have worked with him. Congratulations Geoff, from all at Cidel for this significant and well-deserved honour recognizing your relentless and tireless efforts for the betterment of others.
Arthur Heinmaa, Chief Executive Officer of Cidel Asset Management joins industry experts in commenting on currency and how it impacts institutional investors.
Click here to read the article that explores exchange rates at a time of uncertainty around everything from trade deals to monetary policies.
Cidel’s Senior Vice President, Portfolio Manager and Head of Global Equities Mandate Charles Lannon was a presenter at this year’s national conference of the Portfolio Management Association Canada. In this BNN interview from the conference, he discusses how to find value in global equities. Click here to watch.
Karl Berger, Cidel Senior Wealth Consultant and Director, was guest host on BNN’s ‘The Street’ last week. In this clip he discusses the Federal Reserve and expected upcoming changes.
Gerard Baker, Editor-in-Chief of the Wall Street Journal speaks at a Cidel sponsored RamsayTalks event. Baker discussed America and the world in the age of President Trump.
Cidel has been appointed portfolio sub-advisor for the NexGen Canadian Dividend Fund, by Natixis Global Asset Management Canada. We are looking forward to continue building on our relationship with Natixis and expanding our sub-advisory business in Canada and around the world.
Here is a clip from Karl Berger’s (Senior Wealth Consultant and Director) appearance on BNN last week. Markets are reacting to Trump’s victory with expectations of significant economic growth and higher interest rates. In our view, Trump’s victory represents uncertainty. http://www.bnn.ca/video/top-canadian-stocks-no-matter-what-trump-does-or-doesn-t-do~1032234
Click here to watch Rob Spafford on Bloomberg TV’s “The Daily Brief.”
Click here to watch Karl Berger on BNN’s “The Street”, discussing the causes and implications of the U.S. dollar hitting 14-year highs.
Click here to watch Chief Investment Officer Arthur Heinmaa on Bloomberg TV.
Click here to read a Wealth Professional article on the global appeal of Canadian telecoms, featuring our portfolio manager Rob Spafford.
Click here to read this Canadian Business magazine about investing in a low interest rate environment, featuring our Chief Investment Officer Arthur Heinmaa.
Click here to see Karl Berger on Bloomberg TV, discussing investing in global markets.
CEO Craig Rimer is featured in this Wealth Professional article. Click here to read about what sets Cidel apart from the ‘Big Five’ Canadian banks.
Charles Lannon was interviewed by the Financial Post. Click here to read about our view on the current bull market, and some of the holdings in our Global Equity mandate.
Portfolio manager Stephen Caldwell gives The Globe and Mail some of his favourite stocks in the healthcare sector. Click here to read.
Click here to watch Stephen Caldwell on BNN’s ‘The Business News.’
Watch Rob Spafford discuss investing in railroads on Market Call on November 25, 2015
Watch Karl Berger give 3 investing ideas as guest host of ‘The Street’
Watch here for Karl Berger’s discussion on the Canadian Dollar : the worst is yet to come.
Check out Pierre Bouchard and Robert Spafford’s insights on the energy sector’s ripple effects and their top Canadian dividend stock picks in the Report on Business, Globe and Mail, January 14, 2015.
Or for Globe Unlimited Subscribers, click here: Q&A: Top Canadian dividend stock picks from Toron AMI’s Pierre Bouchard