Your investment portfolio, real estate holdings, succession plans—all the pieces of your financial life form a single picture. Looking at the details as a whole is the only way to understand how they fit together. And it’s the best way to ensure your wealth stays sharply focused.
We help high net worth individuals and families, legal and tax professionals, and some of the world’s largest institutions smartly structure, securely grow and easily manage wealth. It’s that simple. But naturally, there’s a lot more to say. Let’s start with our approach to wealth management:
Everything is related.
Build on solid ground.
When it comes to money, planning ahead and structuring with a purpose is always better than making things up as you go. Yes, it can take some initial effort, but a strong foundation lifts you closer to your ultimate goals. You’ll also sleep a lot better at night.
Simplicity is the sharpest tool.
The financial world is inherently complicated. With so many options and opportunities to consider it can be hard to see straight. Working creatively as a team, Cidel cuts through the clutter so our clients don’t have to.
People make the difference.
Numbers may be a central feature of the landscape, but real people and genuine relationships are what bring wealth management to life. From the beginning, Cidel has put its clients and colleagues first. It’s the way we like to do business and it’s the quickest path to results.
If it doesn’t fit, then it’s not a solution.
All of our clients are unique. They come to us with a broad range of needs and issues. So we don’t treat them like a herd. Instead, we go out of our way to customize solutions that are singularly perfect—for them.
Cidel is an elaborate organism—a collection of people and services, each with a specific expertise and focus.
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Ben is Deputy Chairman of Cidel, currently consulting on business and product development opportunities utilizing Barbados’ treaty network. Prior to joining Cidel, Ben was an international tax and managing partner of Ernst & Young, Barbados. In this capacity, he provided international tax services to international clients, including many major multinational companies and high-net-worth individuals. Ben has over 30 years of work experience in both the UK and Barbados. Ben has served as adviser to the Barbados Government since 1998 on double taxation treaty strategy, the development of new legislation, and the impact of international tax developments on the Barbados International Business Sector.
Ben is a member of the Barbados Tax Treaty Negotiating Team and has participated in Barbados’ tax treaty negotiations with a number of countries including Canada, China, Italy, Spain, Mexico, the Netherlands, Luxembourg and the US. He is also a frequent speaker worldwide on international tax matters. Ben has made a significant contribution to the development and amendment of new and existing legislation in Barbados. He is currently a member of the Barbados Government’s Joint Policy Working Group, CARICOM Working Group on Fiscal Policy, Barbados Government Council of Economic Advisers, CARIFORUM Task Force on the Development of Caribbean International Financial Services, and the Credit Rating Committee of Caribbean Information & Credit Rating Services Limited (“Caricris”). He has also served on the United Nations Committee of Experts on International Cooperation in Tax Matters (2005-2013) and is a former chairman and director of the Board of Directors of the Private Sector Association (2007-2011).
In 2012, Ben was awarded the Silver Crown of merit (“SCM”) by the Government of Barbados for services to the Barbados International Financial Services Sector.
Mark Biderman is the Vice President, Trust and Legal at Cidel. In his role as Vice President, Mark is responsible for the operations of Cidel Trust Company as well as new business initiatives. He 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 of Goodmans LLP, a leading Canadian law firm where he advised on numerous public and private transactions for a wide range of clients. Mark has authored several tax articles with a particular focus on international taxation law. Mark is a member of the board of directors of Camp Solelim and is a member of the Law Society of Upper Canada. Mark holds a BA (Honours) from Huron University College, University of Western Ontario, and an LLB from Osgoode Hall Law School, York University.
Pierre joined Cidel’s predecessor, AMI Partners, in 2007 as an assistant portfolio manager specializing in small cap Canadian equities. He was promoted to partner in 2010. Pierre has extensive investment experience selecting Canadian equities as an executive and previously served as a research analyst at a major Canadian financial institution. He is a CFA charterholder. Before beginning his investment career, Pierre was an aerospace engineering officer with the Department of National Defence.
Stephen Caldwell,CA, CFA
Stephen joined AMI Partners, now part of Cidel, in 2010 with 17 years of cumulative experience in investment analysis, portfolio management, client service and sales. He has nine prior years of experience with two major Canadian financial organizations, before which he worked for 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 CFA designation.
Nad joined Cidel in 2000 and is 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 Da Silva,CFA
Assistant Vice President, Senior Analyst, Portfolio Manager, Cidel Asset Management Inc.
Barry is a member of the Canadian equity team and is responsible for covering the energy sector. 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 performing fundamental research across various sectors. He is a graduate of the University of Toronto and CFA charterholder. Barry is a past member of the Canadian Medical Hall of Fame finance committee.
Vice President, & Chief Compliance Officer, Cidel Bank and Trust Inc.
Shonda is responsible for the overall compliance and risk management framework of Cidel Bank and all of Cidel’s associated companies. Prior to joining Cidel as chief compliance officer in 2007, 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.
Brad is Cidel Bank Canada’s Chief Risk Officer, Cidel Asset Management Inc.’s Chief Compliance Officer and a member of the management committee. In previous roles at the firm, he was responsible for managing of private client relationships, structuring and business development initiatives, and compliance. Prior to joining Cidel in 2000, Brad was an account manager at HSBC Bank Canada in the Corporate Banking Group. Brad holds a BBA from York University, Schulich School of Business, is a CFA charterholder, and is a member of both the Toronto CFA Society and the CFA Institute.
Robert W. Gibson,CFA
Senior Vice President, Portfolio Manager, Head of Canadian Equity Mandates, Cidel Asset Management Inc.
Bob joined the Canadian equity team of AMI Partners, now part of Cidel, in 1999 as senior portfolio manager. He is head of Canadian equities and responsible for research in the financial services sector. He has 38 years of experience in investment management and spent 15 years with a large institutional money manager between 1984 and 1999 before joining AMI Partners. Bob holds a CFA charter, an MBA from Queen’s University and a BA from the University of Toronto. Bob is also chair of the Casey House Foundation investment committee.
Chief Executive Officer, Chief Investment Officer, Cidel Asset Management Inc.
Arthur 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. A Chartered Financial Analyst with a 25-year career in the financial services industry, Arthur frequently lectures on capital markets at seminars and is a contributing subject matter expert for the Stalla CFA review program. He is a past director of several Canadian mutual fund companies and a past director of the Toronto CFA Society.
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.
Senior Institutional Manager & Director, Portfolio Manager, Cidel Asset Management Inc.
Catherine is a Director of Institutional Asset Management at Cidel. She is responsible for the design and delivery of institutional strategy as it applies to business development initiatives, consultant relations and client service. She has over two decades of experience in client-facing roles across several industries including the past 10+ years in institutional asset management. Prior to joining Cidel, Catherine was a senior leader at one of Canada’s largest asset management firms and, previous to that, she was a partner with a prominent Canadian asset management firm.
Over the years Catherine has worked with consultants, pensions, endowments, distribution platforms and high-net worth individuals.
Catherine served in the Canadian Naval Reserve as a commissioned officer. She is a member of the Memorial University of Newfoundland GTA Alumni Advisory Board; she received a B.Comm (Co-op) from the University and is a CFA charterholder.
Assistant Vice President, Senior Analyst, Portfolio Manager, Cidel Asset Management Inc.
Raj is responsible for supporting the creation and implementation of long-term asset allocations across multiple asset classes, for discretionary and advisory portfolios. Raj has previously worked as an analyst in the Private Investments division at JP Morgan Chase in New York, as a financial engineer at Algorithmics in Toronto and as an analyst at IBM. Raj received a Masters of Science in financial mathematics from Worcester Polytechnic Institute in 2005 and a Bachelors of Science in computer science & applied mathematics from New Jersey Institute of Technology in 2002. He is a CFA charterholder and a member of the Toronto CFA Society and the CFA Institute.
Senior Vice President, Portfolio Manager, Head of Equities, Cidel Asset Management Inc.
Charles 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 in 2004, he worked a major accounting firm’s corporate finance practice and for a mutual fund firm. He has a BA and MBA degrees from the University of Toronto.
Amanda Lashley,LLB, LEC, TEP
Amanda’s responsibilities include managing Cidel’s trust services division and advising on aspects of law relating to trusts, wills, and estates. Prior to joining Cidel, Amanda worked with a Barbados offshore bank as the vice president of structured services, where she managed international trust and corporate relationships and worked on corporate, commercial and international business transactions. Her previous experience also includes working at Royal Bank of Canada in Barbados as a senior trust officer and PricewaterhouseCoopers in Barbados as a senior associate.
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. Amanda 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 TEP designation from the Society of Trust and Estate Practitioners.
Geoff is the chairman and co-founder of Cidel. He is a director of a number of other international manufacturing and financial companies, including Tricon Capital which he co-founded. He 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 chairs the Pension and Endowment Investment Advisory Committee. Geoff is a member of the board and chair of the Real Estate Committee of the MaRS Discovery District.
In 2005, Geoff 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. Born and raised in South Africa, 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 Students Council.
Bill McKay,CFA, CAIA
Senior Vice President, Portfolio Manager, Head of Multi Asset Class Mandates, Cidel Asset Management Inc.
Bill 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. Bill was also deputy head of the UBS Canadian Equity team. Prior to that role, he held an advisory role for offshore clients, for whom he provided advice on asset allocation, portfolio construction and security selection. He has a wide variety of experience in equity and fixed income analysis, foreign exchange, and alternative investments.
Bill is both a CFA and CAIA charterholder, a member of the Toronto CFA Society, the CFA Institute and the CAIA Association.
Paul joined Cidel as the chief financial officer in 2008. As CFO, he has overall responsibility for the treasury operations, financial and management reporting and the client accounting function for all of the Cidel group. Paul’s career in international banking began 25 years ago following nine years of experience in public auditing primarily in the banking industry. His international banking career includes senior banking assignments in the United States, Canada, Bermuda, the Bahamas and Barbados. Prior to joining Cidel, he was vice president with Commerzbank A.G. in New York, and managing director of Barrick International Bank Corp. in Barbados. Paul has been a member of the Canadian Institute of Chartered Accountant since 1983 and holds a Bachelor of Commerce degree from Lakehead University.
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. Adrian’s previous experience includes acting as vice president and controller of National Trust Co Inc., one of Canada’s largest financial institutions which was subsequently sold to the Bank of Nova Scotia. 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.
Adrian trained with Coopers & Lybrand in South Africa. Adrian has extensive experience as a director of public companies in Canada and South Africa. He 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. Adrian has a BComm (Honours) and is a Chartered Accountant in Canada, Barbados and South Africa.
Trevor is the vice president of international business services at Cidel Bank & Trust Inc. He has been involved in the Barbados international business sector since 1997. His previous experience includes president of a company that was one of the leaders in the alcoholic beverage industry in North America as well as being the managing director of a company that dealt in multi-national retail and consumer sales of branded and non-branded products. Trevor has extensive experience as a director for international business companies in Barbados. He holds a Master of Arts in Economics from the University of Ottawa.
Ron Patton,CFA, CPA, CA
Senior Vice President, Portfolio Manager, Head of Canadian Investment Mandates, Cidel Asset Management Inc.
Ron served as president and chief executive officer of AMI Partners, now part of Cidel. He currently sits on the executive committee with leadership responsibilities, and investment management and client relationship roles. Ron became a became bond trader in 1991 and later a portfolio manager specializing in fixed income. Prior to joining Cidel, he worked at a major accounting firm in the Business Valuations and Litigation Support Group. He is a CFA charterholder and graduate of Sir Wilfrid Laurier University.
Henry is President of Cidel Bank Canada, Vice Chairman of Cidel Asset Management Inc. and a member of the Cidel management committee. He is responsible for Cidel’s Canadian operations. Henry first joined Cidel in 2003, then served as chief operating officer of AFL Investments Limited (2005-2008), a Bermuda-based financial services firm, before re-joining Cidel in 2009. Henry is a director of The Mabin School. Henry holds an MA from the University of Cambridge.
EVP, Canadian and Institutional Business, Cidel Asset Management Inc.
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. James is responsible for private wealth, institutional and third-party distribution channels. 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 the past chair of the investment industry trade association’s national wealth management committee. He volunteers as Board Vice President at the Child Development Institute, an organisation serving children, youth and their families through early childhood education and innovative programs in mental health. James is a CFA charterholder.
Craig is a director and Chairman of Cidel. Prior to joining Cidel as a co-founder in 1999, he was a managing director in CIBC World Markets’ Financial Products Division and worked in the derivatives division of Bankers Trust Company.
He is a member of the Pension and Endowment 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 Board of Directors of Robbins Hebrew Academy.
Craig was previously a director of the UJA Federation of Greater Toronto, co-chair of the Baycrest investment committee, treasurer of both the Baycrest Centre and the Baycrest Foundation, and President of Robbins Hebrew Academy.
Craig graduated Summa Cum Laude with a BSc in economics from the University of Pennsylvania, Wharton Business School.
EVP, International Business Development and Marketing, Cidel Asset Management Inc.
Hilton joined Cidel in 1999 and currently heads international business development and marketing for the group. He is also 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. He is also the past chair of the ethics committee for the Life Underwriters Association of South Africa. Hilton qualified from the Institute of Marketing Management in 1984.
Natalia 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 brings to her current role some 17 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 TEP designation from the Society of Trust and Estate Practitioners.
Robert Spafford,MBA, CFA
Robert has more than 20 years of experience in wealth and portfolio management, investment analysis and sales. He uses his accumulated knowledge and experience as part of both the Canadian and Global equity research teams. Robert was promoted to portfolio manager in 2012. Prior to joining Cidel, Robert worked in equity research, specializing in the North American telecommunications sector, at a major Canadian financial institution. He held earlier roles as a senior fund analyst specializing in Canadian equities and fixed income, and as an investment funds specialist. Robert is a CFA charterholder.
Ben Thalman,CFA, CAIA
Ben is an investment analyst and part of the fixed income and trading team. He is responsible for assisting in fixed income trading, analysis and research as well as trading and management of the fundamental index funds. Ben received a MSc in financial economics from L’Université de Montréal in 2011 and a Bachelor of Arts in psychology & economics from the University of Waterloo in 2006.
He is a CFA and CAIA charter holder, and a member of the Toronto CFA Society, the CFA Institute and the CAIA Association.
Ryle is the president of Cidel Bank & Trust Inc. and is a member of the Cidel management and investment committees. Prior to joining Cidel in 2000, he worked as an equity analyst at TD Global Finance in Ireland and assistant consultant with KPMG Barbados. He is a past President and Treasurer of the Barbados International Business Association (BIBA). Ryle holds a BSc (Honours) in economics and accounting from the University of the West Indies, is a CFA charterholder, and a member of the Barbados CFA Society and the CFA institute.