Cidel is unique in the way we combine the scale and capability of a large global bank with the continuity and genuine commitment to service of a boutique firm.

Leila joined Cidel in 2022. She is responsible for equity research on the Global and Canadian equity teams. She brings fourteen years of industry experience, having worked on both the buy-side and sell-side.

Prior to joining Cidel Leila worked in equity research in the Fundamental Equities team with one of the Canada’s largest asset managers.

Leila graduated from Columbia University in New York with Master of International Affairs and from Kazakh National University with Bachelor of Economics. She is a Chartered Financial Analyst (CFA®) and holds CFA Institute Certificate in ESG Investing.

Leila mentors young finance professionals and students through the Women in Capital Market Association (WCM) and volunteers as a mentor of the CFA Society Toronto and Toronto Region Immigrant Employment Council (TRIEC).

Anna Alizadeh joined Cidel in 2022 and works collaboratively with clients to ensure a holistic approach to wealth planning.

Prior to joining Cidel, Anna practiced as a litigation lawyer in the Wills, Trusts & Estates group at WeirFoulds LLP.  She has authored several articles in the areas of trusts, estates, and capacity law.

Anna holds a Bachelor of Science (Honours) from York University, a Juris Doctor from the University of Ottawa, and her Master of Laws from Queen Mary University of London, Paris. 

Aiden joined Cidel in 2021 and is responsible for serving Cidel’s private clients.

Prior to joining Cidel he worked in various wealth advisory roles in Canada and most recently in the UK.

Aiden holds a degree from Western University and holds an Honours of Business Administration from the Ivey Business School. Aiden is a Certified Financial Planner (CFP™) and a Chartered Investment Manager (CIM®).

Oscar joined Cidel in 2016 working in the LATAM division. He is responsible for developing the LATAM market. He works closely with private clients, families, tax professionals and investment advisers on asset management and fiduciary services providing holistic planning solutions.

Prior to Cidel, he worked with the Colombian Government’s Trade and Investment Commission.

Oscar has his BA in Finance and International Relations from Universidad Externado de Colombia and an MBA from the Desautels Faculty of Management, McGill University. He is a Chartered Investment Manager (CIM®) and also a member of the Society of Trust and Estate Practitioners (STEP).

Karl joined Cidel in 2003. He is responsible for working with clients to understand their personal circumstances, goals and objectives, and for designing an investment plan that will help them meet those objectives. He uses his many years of financial industry experience to help de-mystify the markets for his clients.

Prior to working at Cidel, Karl worked for 16 years in the Capital Markets division of a major Canadian bank

Karl holds a Bachelor of Arts in Honours Business Administration from Western University and is also a Chartered Investment Manager (CIM®). He is the past Chair of the Board for the Halton Waldorf School.

Mark Biderman joined Cidel in 2013. He is responsible for the operations of Cidel Trust Company as well as new business initiatives. Mark also acts as in-house corporate counsel and taxation law specialist at Cidel.

Prior to joining Cidel, Mark was a lawyer in the tax group at Goodmans LLP. He has authored several tax articles with a particular focus on international taxation law.

He holds a BA (Honours) from Huron University College at the University of Western Ontario, and an LLB from Osgoode Hall Law School, York University.

Mark is a member of the board of directors of Camp Solelim and is a member of the Law Society of Ontario.

Michael joined Cidel in 2020. He joined the Canadian equity research team at Cidel as a Vice President, Portfolio Manager, Investments. He is responsible for co-managing the Canadian Equity Total Return Fund.

He has 16 years of experience in investment management.

Michael is a Canadian Financial Analyst (CFA®) charterholder and a Chartered Professional Accountant (CPA®).

Jamie joined Cidel in 2013. He works extensively with institutional investors, consultants and private clients in Cidel’s Institutional and Asset Management division.

Prior to joining Cidel, Jamie worked in Capital Markets focused on Foreign Exchange and has over 10 years of financial services experience, 7 of those years with Cidel.

He holds a Bachelor of Commerce from Ryerson University and is a Chartered Financial Analyst (CFA®).

Jamie has been actively involved with the CFA Institute’s exam development over the past 5 years while also being a member of the CFA Institute and Toronto CFA Society.

Paul joined Cidel in 2018 and is responsible for Cidel’s financial and regulatory reporting.

He has over 15 years’ experience in finance and treasury work for various Canadian multinational corporations. Prior to joining Cidel, Paul held a senior treasury role in a large publicly traded Canadian multinational corporation.

Paul holds a Commerce Degree from Queen’s University. He is a Chartered Accountant (CA), a Chartered Professional Accountant (CPA®) and a Chartered Financial Analyst (CFA®).

Daniel joined Cidel in 2016 working in the South African office. He works closely with private clients, families, tax professionals and investment advisers on asset management and fiduciary services providing holistic planning solutions.

He holds a Honours Degree in Finance and Investment from the University of the Witwatersrand and a Certificate in International Trust Management Field from STEP (The Society of Trust and Estate Practitioners).

Stephen joined Cidel in 2010. He is responsible for investment analysis, portfolio management, client service and sales.

Stephen has 27 years of cumulative experience in investment analysis, portfolio management, client service and sales. Prior to Cidel he worked with  two major Canadian financial organizations and a major U.K. based international money manager.

Stephen is a graduate of Manchester University in Accounting and Law, is a Fellow of the Institute of Chartered Accountants in England & Wales and holds the Chartered Financial Analyst (CFA®) designation.

Carlos joined Cidel in 2013. He is responsible for the administration of the LATAM Division.

He has 16 years of experience in the Private Banking Industry in Venezuela and Canada.

Carlos holds a Bachelors in Business Administration from Universidad ‘Santa María’.

Cameron joined Cidel in 2021. He is responsible for investment analysis supporting Cidel’s Multi-Asset Class team.

Prior to joining Cidel Cameron was a Senior Analyst with Aon’s Capital Advisory team where he advised Canadian and Caribbean insurers on credit rating, regulatory solvency, and reinsurance solutions.

Cameron has a Bachelor of Mathematics from the University of Waterloo where he studied Financial Analysis & Risk Management. He is also a Chartered Financial Analyst (CFA®).

Nad joined Cidel in 2000. As a member of the management committee he is responsible for Cidel’s global technology operations and disaster recovery plans.

Prior to joining Cidel, Nad managed the IT infrastructure at a Barbados international bank. He also gained wide knowledge and experience in application development and systems administration working with several prominent Barbadian financial service providers.

Nad holds a BSc in Computer Science & Mathematics from the University of the West Indies.

Barry joined Cidel in 2015. He is responsible for covering the energy sector on the Canadian Equity Team.

Prior to joining Cidel, Barry was a portfolio manager and analyst at a large Canadian life insurance company, as well as at one of Canada’s largest pension plans. He also served as an investment analyst at a Canadian-based asset management company.

Barry has a BA in Commerce and Economics from the University of Toronto and is a Chartered Financial Analyst (CFA®). He is a past member of the Canadian Medical Hall of Fame finance committee.

Christy joined Cidel in 2011. In addition to designing and delivering customized discretionary investment management solutions for high net worth individuals, families, corporations, and estates & trusts, she leads the firm’s Not-For-Profit initiatives – the result of a passion for and success in working in the space.

Christy earned an HBA from the Richard Ivey School of Business at Western University; and is a graduate of the Governance Essentials for Directors of Not-For-Profit Organizations Program from the Rotman School of Management. She also has a Chartered Financial Analyst (CFA®) designation.

Christy currently chairs the BBA Professional Advisory Council (PAC) of the Pilon School of Business at Sheridan; is a member of CFA Institute, Toronto CFA Society and a former board member and Audit Committee chair of same.

Matthew joined Cidel in 2018. He is responsible for Cidel’s alternative investment mandates and third party manager research efforts. Matthew oversees the sourcing, due diligence, and selection of third party managers at the firm. He is also a member of Cidel’s ESG Committee.

Prior to joining Cidel Matthew was Vice President and a core member of the investment team at Optima Fund Management LLC – an NYC-based alternative investment firm specializing in hedge fund multi-manager programs and advisory services.

Matthew has BA in Economics from Brown University and holds the Chartered Investment Manager (CIM®) Designation from the Canadian Securities Institute. He currently serves as a member of the Leadership Development Advisory Council of Capitalize For Kids (C4K).

Megan Duncan joined Cidel in 2018. She works closely with private clients and investment advisers on asset management, fiduciary services and specialized banking to provide holistic planning and wealth management solutions.

Prior to joining Cidel, Megan worked at CI Global Asset Management for seven years, the last four of which were within CI Private Wealth.

Megan holds a Honours Bachelor of Commerce degree and a MBA from McMaster University and is a Chartered Investment Manager (CIM®). She is also a Chartered Financial Analyst (CFA®) Level ll candidate.

Ryan joined Cidel in 2019. He is responsible for client portfolio implementation and monitoring, relationship management, and working with clients to ensure their portfolios align with their goals and risk tolerances.

Prior to joining Cidel he spent 6 years in asset management.

Ryan studied business administration at Florida Gulf Coast University and has an advanced diploma in Wealth Management from Sheridan College. He is a Chartered Investment Manager (CIM®).

Sean joined Cidel in October 2022. He is a key member of the fixed income team and involved in many aspects of Cidel’s fixed income investment process. His primary responsibility is for the analysis of credit investments including corporate and provincial bonds, as well as hybrid securities

Sean has over 7 years of experience in fixed income. Prior to joining Cidel, Sean worked for a large Canadian investment manager in the investment grade credit research department. He was responsible for coverage of several sectors including technology, media, telecom, infrastructure, and public-private partnership (P3) projects. Sean also has experience assessing Environmental, Social and Governance (ESG) factors for corporate issuers.

Sean holds a bachelor’s degree from Acadia University and an MBA from McMaster University with a focus on finance and economics. He has a Chartered Financial Analyst (CFA®) certification.

Outside of work, Sean enjoys spending time outdoors with his family, as well as golf, hockey, and cycling.

Lee joined Cidel in 2008. He is responsible for developing the Canadian market with specific focus in Ontario. Lee works closely with private clients, families, tax and estate planning professionals on providing holistic planning solutions, with an emphasis on asset management and fiduciary services.

Lee leads the firm’s Qualifying Recognized Overseas Pension Scheme (QROPS) initiative for United Kingdom to Canada retirement plan transfers.

Prior to joining Cidel Lee was the Managing Director of a group benefits consulting and international wealth advisory firm.

He has a Bachelor of Commerce (Honours) degree from the University of Johannesburg, and holds designations for the Trust and Estate Practitioner (TEP®) & the Chartered Investment Manager (CIM®).

Lee is a member of STEP Toronto and is a past Board member of The Federation of Canadian Portuguese Business Professionals (FCPBP) and Giant Steps Toronto.

Romit joined Cidel in 2021. He is responsible for investment analysis with a focus on Canadian equities. He brings seven years of industry experience as an equity analyst, having worked on both the buy side and sell side.

Most recently he was employed with one of Canada’s largest banks. He has both a Bachelor of Electronics & Telecommunications engineering, and an MBA from the University of Mumbai.

He is a CFA® charterholder and a graduate of University of Toronto’s (Rotman School of Management) Executive Management Program (Finance).

Arvin joined Cidel in 2022 and is responsible for implementing and monitoring client portfolios. He works closely with Wealth Consultants to design holistic solutions for clients and to ensure that private client investments are aligned with their goals.

He brings with him 9 years of industry experience in sell side institutional salestrading and dealing. Prior to joining Cidel, Arvin worked for an Asia-based research-focused brokerage firm.

Arvin holds a Bachelors Degree in Applied Corporate Management. He is a Chartered Financial Analyst (CFA®).

Shonda joined Cidel in 2007. She is responsible for the overall compliance and risk management framework of Cidel Bank and all of Cidel’s associated companies.

Prior to joining Cidel Shonda was a Senior Examiner with the Central Bank of Barbados, where she was responsible for assessing the risk management framework and the safety and soundness of international banks in Barbados.

Shonda holds an MBA in International Banking & Finance from the University of Birmingham, and a BSc in accounting from the University of the West Indies. She is also a Certified Anti-Money Laundering Specialist (CAMS®).

Tristan joined Cidel in 2019 and is responsible for developing and servicing the South African market.

He works closely with Cidel’s private clients, families, and independent investment advisers on asset management and fiduciary services providing holistic planning solutions.

He holds a Bachelor of Commerce in Investment Management from Stellenbosch University.

Brad joined Cidel in 2000. As the Chief Risk Officer of Cidel Bank Canada, and a member of the Cidel management committee he is responsible for the overall risk management of the organization.

Prior to joining Cidel Brad was a member of the corporate banking group at HSBC Bank Canada.

Brad holds a BBA from the Schulich School of Business and is a Chartered Financial Analyst (CFA®) charter holder.

Arundel joined Cidel in 2023 and is responsible for serving Cidel’s private clients.

Arundel brings over twenty years of experience in leadership roles at corporate and not-for-profit entities. Prior to Cidel, she led Canadian philanthropic advisory services for a multinational, professional services firm’s family office operations. She supports clients to be intentional about their giving by focusing on values with an approach that engages multiple generations through interactive and educational workshops.

Arundel earned an MBA from the Ivey Business School and holds the MFA-P designation.

Arundel serves as a Director of Cognashene Community Church and Global Impact Canada. She is the Co-Chair of the Canadian Association of Gift Planners (CAGP) GTA Community Engagement Committee.

Thomas joined Cidel in 2021 and is responsible for the analysis and management of credit investments including provincial and corporate bonds and asset and mortgage backed securities along with the Cidel fixed income team.

Thomas has 20 years of experience in the fixed income community. Prior to joining Cidel he worked for a highly regarded boutique fixed income firm in 2021 which he helped build over ten years. Earlier in his career Thomas worked at a large asset manager in Toronto.

Thomas holds a degree from the University of Toronto with a BComm (double major in finance and accounting). He has his Chartered Financial Analyst (CFA®)  certification and is a US Certified Public Accountant (CPA®​).

Arthur joined Cidel in 1988. He is responsible for Cidel’s asset management operations and chairs the investment committee. He oversees the trading, research, operations, and compliance activities of the firm.

Prior to joining Cidel Arthur was a director of several Canadian mutual fund companies and a past director of the Toronto CFA Society.

Arthur is a Chartered Financial Analyst (CFA®) with a 25-year career in the financial services industry. He frequently lectures on capital markets at seminars and is a contributing subject matter expert for the Stalla CFA review program.

Arthur currently serves on the finance board of the University of Toronto as well as the following boards: The Scarborough Hospital Foundation, Integra Foundation, Victoria Village Hockey League and chairing financial service program advisory committee at George Brown College. He is a graduate of the University of Toronto.

Justin joined Cidel in 2023 as part of the Trusts team. He is responsible for administering a variety of Trusts and Estates to ensure they are managed responsibly and in the best interest of their beneficiaries.

Prior to joining Cidel, Justin worked for three years as a lawyer specializing in Wills and Estate planning. He is licensed by the Law Society of Ontario.

Justin holds a Juris Doctor (JD) from the University of Toronto. Before practicing law, he earned a PhD at McGill University, where he worked as a teaching assistant and course instructor in the History Department. He is currently working toward a Trust and Estate Practitioner (TEP) designation through the Society of Trust and Estate Practitioners.

Leo joined Cidel in 2010. He is responsible for providing investment advice to families and institutions with multinational assets and special cross border needs.

He has 25 years of experience in the International Finance Industry.

Leo holds a Masters of Business Administration from NYU’s Stern School of Business and CSI’s Chartered Investment Management (CIM®) designation.

Marijan joined Cidel in 2023. He is responsible for client portfolio implementation and monitoring, relationship management, and working with clients to ensure their portfolios align with their goals and risk tolerances.

Marijan joins the Cidel Toronto office with over a decade of experience in financial services, specializing in Wealth Management and Financial Planning. Prior to joining Cidel, Marijan worked at RBC.

Marijan studied Business Administration at York University and is a Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®).

Aidan Kearney-Fick joined Cidel in 2022 and is responsible for reporting and portfolio analytics for private and institutional clients.

He has 2 years of experience in Financial Services. Prior to joining Cidel, Aidan worked in the wealth management division of RBC.

He holds a Bachelor of Arts in Economics from McGill University.

Mei joined Cidel in 2022. She is responsible for client portfolio administration and investment analysis, supporting Cidel’s Multi-Asset Class team.

Prior to joining Cidel, Mei worked for a digital asset investment management firm focusing on market-neutral and quantitative strategies.

Mei graduated from the University of Toronto with a Bachelor of Commerce, majoring in Finance and Economics. She is CFA Level I candidate

Charles joined Cidel in 2004. He manages Cidel’s equity team and serves as lead manager on the Cidel Global Equity strategy and its various Balanced strategies.

Prior to joining Cidel Charles worked a major accounting firm’s corporate finance practice and for a mutual fund firm.

Charles has an MBA in the Rotman School of Management from the University of Toronto and is also a Chartered Financial Analyst (CFA®).

Amanda joined Cidel in 2006. Her responsibilities are managing Cidel’s trust services division and advising on aspects of law relating to trusts, wills, and estates.

Prior to joining Cidel, Amanda worked as Vice Prsident of structured services at a Barbados’ offshore bank, a Senior Trust Office at Royal Bank of Canada in Barbados and a Senior Associate at PricewaterhouseCoopers in Barbados.

She holds an LLB from the University of the West Indies and in 1997 was called to the bar of Barbados and Trinidad, she has an LEC from Hugh Wooding Law school, and a Trust and Estate Practitioner (TEP®) designation from the Society of Trust and Estate Practitioners.

Amanda is a member of the Barbados branch of the Society of Trust and Estate Practitioners and has published articles on Trusts for the STEP Journal and is currently the Branch Chair.

Matthew joined Cidel in 2023. He works to help serve Cidel’s private clients in addition to providing financial planning support to our wealth consultants.

Prior to joining Cidel he worked as a Credit Risk Analyst at a major Canadian bank.

Matthew earned an Honours of Business Administration degree from the Richard Ivey School of Business at Western University.

Rachel Le Maitre joined Cidel in 2023 and is responsible for administering a wide range of Trusts, Estates, Foundations and Donor-Advised Funds providing a high level of quality service and ensuring prudent management aligned with the clients’ best interests.

Rachel has many years of experience in the Trust Industry. Prior to joining Cidel, Rachel worked at Credit Suisse Trust Limited in Guernsey, Channel Islands, dealing with Ultra High Net Worth Clients.

She is enrolled and is working towards obtaining her STEP qualification.

Cameron joined Cidel in 2013. He is responsible for investment analyst work on the Global and Canadian equity teams, as well as covering the consumer staples and real estate industries.

Cameron graduated from Ryerson University with a Bachelor of Commerce and is a Chartered Financial Analyst (CFA®).

Geoff is co-founder and chairman of Cidel. He is a director of a number of other international manufacturing and real estate  companies, including Tricon Residential which he co-founded.

Geoff graduated with Bachelor of Commerce and LLB from Wits University, and received a Law Degree from Columbia University in New York. While at Wits, Geoff was a co-founder of The Legal Resource Centre in South Africa, when he was the President of the Wits Law Student Council.

Geoff has a sustained record of volunteer work in Canada: he is an honorary director and past chair of the board of directors of the Baycrest Centre for Geriatric Care; a past member of the board of the Canadian Opera Company; the board of Mount Sinai Hospital and the board of Governing Council of the University of Toronto, where he currently co-chairs the Pension and Endowment Investment Committee as well as the University’s Real Estate. Geoff is a member of the board and chair of the Real Estate Committee of the MaRS Discovery District.

In 2005, he was a recipient of the Jewish Federation award for outstanding service to the community. In 2010, he received the Arbor Award for outstanding service to the University of Toronto and in 2011 he was honoured as “Man of Distinction” by the Israel Cancer Research Fund.

In 2018 Geoff received an honorary doctorate from The University of Toronto.

Tiziana joined Cidel in 1999.

Tiziana has a Bachelors in Business Management in Accounting and Finance from Ryerson University.

She also holds designations as a Chartered Professional Accountant (CPA®) and a Chartered General Accountant (CGA®). She is a Fellow Member of the Association of Chartered Certified Accountants (ACCA®).

Bill joined Cidel in 2005. He is chairman of Cidel’s asset allocation committee, a member of the investment committee, and head of the multi-asset class team. His responsibilities include managing a range of discretionary portfolios and investment products and liaising with clients.

Prior to joining Cidel, Bill worked with UBS Canada where he served as a director and portfolio manager for high-net-worth clients. He was also deputy head of the UBS Canadian Equity team. He also held an advisory role for offshore clients, for whom he provided advice on asset allocation, portfolio construction and security selection.

Bill is a Chartered Financial Analyst (CFA®) and Chartered Alternative Investment Analyst (CAIA®). He is a member of the Toronto CFA Society, the CFA Institute and the CAIA Association.

Alyson joined Cidel in 2019 and is responsible for serving Cidel’s private clients.

She has 4 years of experience in asset management. Prior to joining Cidel Alyson worked for Ernst & Young in the Private Client Services assurance group.

She holds a Bachelor of Commerce degree from the University of Calgary and is a Chartered Professional Accountant. Alyson also is a member of the Calgary Stampede Youth Livestock Committee.

Adrian is a co-founder of Cidel Bank & Trust and chairman of the Cidel Executive Committee, a Director of Cidel Bank Canada and Cidel Trust Company.

Prior to co-founding Cidel Bank & Trust in 1998, Adrian co-founded and was a director of another privately owned bank. He was acting Vice President and controller of National Trust Co Inc., He also held the position of Vice President and Chief Financial Officer of the Trans Canada Credit Loan Subsidiary of Norwest (now Wells Fargo) Financial.

He has a BComm (Honours) from Rhodes University and is a Chartered Professional Accountant (CPA®) in Canada, Barbados and South Africa. He trained with Coopers & Lybrand in South Africa.

Adrian has been active for many years in STEP (Society of Trust and Estate Practitioners) and in 2010 was awarded the STEP Founders Award for long term contribution to STEP.

Gary joined Cidel in 2021. He is responsible for the overall management of the fixed income team and plays a key role in the Asset Mix Committee. Gary and the Cidel Fixed Income team take a proven approach to stewarding client fixed income assets.

In addition to Cidel portfolios, Gary and his team oversee Lorica Investment Strategies which are available to select business partners.

Gary has 30 years of experience in the fixed income community and 25 years as a lead portfolio manager. Gary successfully built an independent boutique fixed income manager.

Prior to joining Cidel Gary worked at McLeod Young Weir (now Scotia Capital Markets), after which he joined Canada Life Investment Management Inc. (the predecessor to Laketon Investment Management Ltd. now a part of Mackenzie Financial Corporation).

Gary holds a degree from the Faculty of Engineering at the University of Toronto and has a MBA from the Schulich School of Business. He also holds a Chartered Financial Analyst (CFA®) designation.

Trevor joined Cidel in 2014. He is responsible for managing the international corporate and active business services division.  He maintains a portfolio of high-net-worth global clients and leads the onboarding and administrative support required in order to assist with their international business operations.

Prior to Cidel, Trevor was the President and a director of a major leading company in the alcoholic beverage industry in North America as well as Managing Director of a multi-national company involved in retail and consumer sales of branded and non-branded products.

Additionally, Trevor has over 20 years of experience serving on multiple boards for international companies and has assisted with many cross-border transactions and corporate restructuring.

He holds a Master of Arts in Economics from the University of Ottawa.

Joanne joined Cidel in 2021 and is responsible for institutional and advisory channel clients.

Joanne has over 30 years of experience working in the financial services industry. Throughout her career she has shown an affinity for developing client relationships and helping meet client needs.

Prior to joining Cidel she was at The Guardian Group of Funds and moved on to Laketon where she managed accounts for institutional and private clients. Joanne has taken many marketing related courses at both Ryerson University and George Brown College​.

Kate has joined Cidel in 2023 and is responsible for Institutional Client Business.

 Kate brings over fifteen years of experience in financial services industry. She has spent over a decade within the institutional asset management realm (Legg Mason, Russell Investments, Unigestion) focusing on marketing, client service and business development.

Kate holds a B.A in Industrial Relations from University of Toronto as well as a Public Relations Diploma from Ryerson University. Kate also holds a Canadian Investment Manager designation.

Farialle joined Cidel in 2023 and is responsible for serving Cidel’s private clients.

Farialle joins the Cidel Calgary office with a decade of experience in financial services, specializing in alternative investments, investor relations and wealth management. Prior to Cidel, Farialle was a member of the Client Management Team at a premier Canadian hedge fund based in Toronto where she worked with institutional, family office and high-net-worth clients outside of Canada.

Farialle graduated with a BA (Honours) in History and minor in Political Science from Queen’s University and holds the Chartered Investment Manager designation (CIM®) and Chartered Alternative Investment Analyst designation (CAIA®).  Farialle is also an active member of Women in Capital Markets, and 100 Women in Finance, where she presently sits on the Toronto Chapter’s Early Career Committee.

Elliot Pasztor joined Cidel in 2024 and is responsible for developing relationships and serving Cidel’s private clients.

Elliot joins with over 15 years of experience in financial services, focusing on alternative investments and wealth management. Prior to joining Cidel, Elliot worked in private and public market investment origination and execution at a placement agent and a multi-family office in London, UK and Toronto.

He holds both a Bachelor of Arts (Honours) from McGill University and a Masters in Finance from the London Business School.

Cemre joined Cidel in 2017. He is responsible for the Portfolio Analytics practice, which includes performance measurement and attribution for Cidel’s strategies.

Cemre brings with him prior credit research experience from S&P Global Ratings.

Cemre holds a Bachelor of Arts (Honours) Degree in Economics from the University of Toronto and is a Financial Risk Manager (FRM®).

Henry joined Cidel in 2003. As President of Cidel Bank Canada, Chairman of Cidel Asset Management Inc. and a member of the Cidel management committee he is responsible for Cidel’s Canadian operations.

Henry took a small break to serve as Chief Operating Officer of AFL Investments Limited (2005-2008), a Bermuda-based financial services firm, before re-joining Cidel in 2009.

Henry holds a Masters from the University of Cambridge.

Jeffrey joined Cidel in 2003 and is responsible for the management of global equity and foreign exchange trading as a part of our investment team.

Jeffrey has over 15 years of experience in the trading and foreign exchange community.

Jeffrey holds a degree from the University of King’s College.

Sam joined Cidel in 2024 and is focused on assisting ultra-high net-worth clients.

Sam has more than six years of experience in wealth management, corporate law, and business consulting. He has held roles at a leading Canadian independent asset management firm and a prominent Canadian law firm. Sam earned his JD and MBA from the University of Toronto and holds a BA from McGill University.

Sam advises United Hatzalah Canada and has been a Young Champion for jack.org.

James joined Cidel in 2012. He is responsible for private wealth, institutional and third-party distribution channels.

James is an experienced financial services leader and draws on significant industry knowledge in his role as head of Canadian and Institutional business at Cidel.

Prior to joining Cidel, James held executive roles in the wealth management divisions of a large Canadian bank and a global bank’s Canadian and US operations.  He is also a Chartered Financial Analyst (CFA®).

James volunteers as a Board Chair at the Child Development Institute, an organisation serving children, youth and their families through early childhood education and innovative programs in mental health. He was past chair of the investment industry trade association’s national wealth management committee.

Eran joined Cidel in 2024 and is responsible for investment analysis on the Canadian equities team.

Prior to joining Cidel, Eran worked as a credit analyst at a leading Canadian FinTech company.

He holds a Bachelor of Commerce from the Rotman Commerce program at the University of Toronto and has passed Level II of the Chartered Financial Analyst (CFA®) program.

Neil joined Cidel in 2005. He is responsible for developing the LATAM market. He works closely with private clients, families, tax professionals and investment advisers on asset management and fiduciary services providing holistic planning solutions.

Prior to joining Cidel, Neil worked as a consultant with a number of global management consulting firms serving clients in North and South America, SE Asia and Oceania.

Neil graduated summa cum laude with a BSc in mathematics from the Universidad Simon Bolivar, Venezuela. He also has an MBA with honors from IESA, specializing in finance. He has a Trust Estate Planner (TEP®) designation.

Craig is co-founder and Chief Executive Officer (CEO) of Cidel.

Prior to joining Cidel he was a managing Director in CIBC World Markets’ Financial Products Division and worked in the derivatives division of Bankers Trust Company.

Craig is Chair of the Investment Advisory Committee to The President of the University of Toronto, a member of the investment committee at Baycrest Centre for Geriatric Care’s Foundation and a board member of Tannenbaum CHAT.

Craig was also a Director of the UJA Federation of Greater Toronto, Foundation Trustee for the Jewish Foundation of Greater Toronto, treasurer of Baycrest Centre and President of Robbins Hebrew Academy.

Craig graduated Summa Cum Laude with a BSc in economics from the University of Pennsylvania, Wharton Business School.

Hilton joined Cidel in 1999. He is responsible for leading International Business Development and Marketing and is a member of the management committee.

Prior to joining Cidel, Hilton was head of broker distribution for Liberty Life Association of Africa Limited and member of the executive governing body.

Hilton qualified from the Institute of Marketing Management in 1984.

Hilton is also the past chair of the ethics committee for the Life Underwriters Association of South Africa.

Harper joined Cidel in 2024 and is responsible for assisting with managing private client accounts.

Prior to joining Cidel, Harper worked with a cloud-based accounting company.

Harper holds a BA (Hons) in philosophy from Queen’s University.

Dára joined Cidel in 2024. She works closely with Cidel’s high net worth and not-for-profit clients responsible for client portfolio monitoring. She works closely with Wealth Consultants on asset management, fiduciary services, and specialized banking to provide holistic planning and wealth management solutions.

Dára joins Cidel with 8 years of experience in financial services, where she worked closely with institutions, pension funds, endowments, & ultra-high net worth Families and Trusts. More recently, she was an ESG sub-committee member at a family office in Toronto where she contributed to ensuring the investment process delivery was holistically aligned with the investors’ social, ethical and governance considerations.

Dára graduated with a BCom (Honours) in Finance and a minor in Latin American and Caribbean History from University of Toronto. She is a Chartered Investment Manager (CIM) and is a Level 3 candidate in the CFA program. She is on the Young Patrons Committee at the ROM and is a frequent panelist at the department of economics at UofT.

Maureen joined Cidel in 2024 and is an integral part of the Ultra High Net Worth Services team.

Prior to joining Cidel, Maureen worked for a muti-family office in an accounting and tax role. She brings her technical expertise and service-oriented attitude to her role as an Associate.

Maureen holds a Bachelor of Commerce from Queen’s University.

Ana joined Cidel in 2024 as an associate on the LatAm Team, where she is responsible for servicing Private Clients. Her role is integral in assisting our clients throughout their journey with Cidel.

With over 6 years of experience in the financial sector, Ana previously worked at a US-based financial services company.

She holds a degree in Industrial Engineering from Universidad Tecnológica de Bolívar in Colombia.

Jessica Serrato joined Cidel in 2021 and is responsible for maintaining and cultivating the external and internal relationships, along with other key processes related to the onboarding of new clients for the LATAM team.

She has 5 years of experience in Admin Positions. Prior to joining Cidel Jessica was an Account Receivables Associate at Rhenus Freight Logistics.

Jessica holds a bachelor degree in Industrial Engineering from ‘Universidad de America’ based in Colombia.

Tim joined Cidel in 2022 and is responsible for serving Cidel’s private wealth clients.

Prior to joining Cidel, he spent close to 5 years at a major Canadian bank in retail banking and wealth management.

Tim holds a Bachelor of Arts Degree in Economics from University of Waterloo. He is pursuing the designation of Chartered Investment Manager (CIM®).

Kip joined Cidel in 2004. He is responsible for developing the Canadian market with specific focus across Alberta, British Columbia and the Atlantic Provinces. He works closely with private clients, families, tax professionals and investment advisers on asset management and fiduciary services providing holistic planning solutions.

He also serves as a Vice President of Cidel Trust Company, Cidel’s federally licensed trust company headquartered in Calgary.

Kip graduated with a BA (Honours) in Economics from Queen’s University and holds the Chartered Investment Manager designation (CIM®).

Sushil joined Cidel in 2022 following his MBA. He is responsible for support and development of proprietary fixed income software and portfolio analytics, including applications for tracking portfolio characteristics, performance, and performance attribution. His other responsibilities include money market investments and economic and market data analysis.

Sushil holds an Engineering degree from the Indian Institute of Technology-Delhi, has an MBA (specialization in finance) from the Schulich School of Business, and is a participant in the Chartered Financial Analyst (CFA®) program.

Sushil has over 4 years of experience in the field of management consulting. Outside of work, Sushil enjoys spending time outdoors as well as cricket, hiking and lawn tennis.

Natalia joined Cidel in 2006. She is responsible for the overall management of the Bank’s Corporate Department and for administering a large portfolio of entities in different jurisdictions, principally for Latin American clients.

She has over 15 years of experience in administering trusts and companies under the laws of Barbados, British Virgin Islands, Cayman, and other jurisdictions. Her previous experience includes working at Ernst & Young as Senior Trust Administrator.

Natalia is fluent in Spanish and holds a Trust and Estate Practitioner (TEP®) designation from the Society of Trust and Estate Practitioners.

Robert joined Cidel in 2006. He is responsible for co-managing the Canadian Equity Total Return Fund, co-managing the Canadian Opportunities Fund, and research in the Materials, Communication Services and Information technology sectors.

Prior to joining Cidel, Robert worked in equity research, a fund analyst specializing in Canadian equities and fixed income, and as an investment funds specialist. He has more than 20 years of experience in wealth and portfolio management, investment analysis and sales.

Robert is a holds an MBA in Finance and Investment Management from the Joseph L. Rotman School of Management and holds the Chartered Financial Analyst (CFA®) designation.

Bryan Tamblyn joined Cidel in 2019. As Chief Compliance Officer of Cidel Bank Canada, Cidel Trust Company and Cidel Asset Management he is responsible for managing the firm’s compliance and AML programs.

He has 15 years of industry experience in compliance and risk management.  Prior to joining Cidel, Bryan was the Chief Compliance Officer for UBS Bank (Canada).

He holds the Fellow of the Canadian Securities Institute and the Chartered Investment Manager designations and is a Certified Anti-Money Laundering Specialist.  

Bryan is a Board Director for the UHN Foundation and a member of its Investment Committee.  He is also a member of George Brown’s Program Advisory Committee that is responsible to oversee the curriculum for their new Compliance Program.

Tom recently joined Cidel Asset Management to focus on the third party advisor channel. He will be responsible for building out the Retail division by providing qualified solutions to high net worth advisors and portfolio managers.

Prior to joining Cidel, Tom was previously at a boutique firm servicing advisors across Ontario with Longterm solutions. He also has worked at the largest asset managers in the world so he comes to Cidel with a tremendous amount of expertise.

Tom holds a Bachelor’s degree in Economics from McMaster University.

Tracy Thompson joined Cidel in 2019 and is responsible for trusteeships of inter vivos and charitable trust structures, including the Cidel Foundation donor advised funds. 

She has 20 years of experience in trust administration. Prior to joining Cidel Tracy worked as a legal assistant and paralegal at Bennett Jones LLP. 

She holds the Member Trust Institute (MTI) and Trust and Estate Practitioner (TEP) designations.

Willem joined Cidel in 2019. He is responsible for developing the South African market. He works closely with private clients, families, tax professionals and investment advisers on asset management and fiduciary services providing holistic planning solutions.

He has in excess of 10 years of experience in the offshore structuring, fiduciary, wealth and succession space.

Willem holds a LLB and a LLM degree in International Tax Law. He is also a non-practising Attorney of the High Court of South Africa.

Ethel joined Cidel in 2018. She is responsible for developing the Canadian market. She works closely with private clients, families, tax professionals and investment advisers on asset management, fiduciary services and specialized banking to provide holistic planning and wealth management solutions.

Prior to working at Cidel, Ethel combined her passion for Financial Services and Philanthropy, working in the Not-for-Profit space in the Hedge Fund community in New York.

She has a BA and MA from Tufts University and holds the Chartered Investment Manager (CIM®) designation.

Ethel serves on the Campaign Cabinet for SickKids Foundation and on the Integrated Development Committee for UJA-Federation of Greater Toronto.

Antonette joined Cidel in 2022 and is responsible for

Antonette has over 17 years of experience working in the financial services industry.

Prior to joining Cidel she was at RBC Royal Trust where she managed accounts for Estate and Trust clients. Antonette has taken many accounting and financial related courses at both George Brown College and Step Canada.

Philip joined Cidel in 2011. He is responsible for Cidel’s ESG investing initiatives and co-manages the firm’s sustainable equity products.

Prior to joining Cidel Philip was an associate at PwC. Philip holds an HBA from Ivey Business School at Western University and is a Chartered Financial Analyst (CFA®).

Philip serves on the CFA Society Toronto’s Professional Development Committee. In the past, he was a Board Member and Treasurer for The Ontario Branch of the International Dyslexia Association.