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.

Everything is related.

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.

Build on solid ground.

When it comes to money, planning ahead and structuring with purpose is always better than making things up as you go. Yes, it takes some effort upfront, but a strong foundation brings you closer to your 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 it is real people and genuine relationships that 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 we believe it’s the best path for sustainable results.

If it doesn’t fit, then it’s not a solution.

All of our clients are unique. And because they come to us with a range of needs and concerns, we don’t try and sell them cookie-cutter products. Instead, we go out of our way to customize solutions that are singularly perfect – for them, for you.

Cidel is an elaborate organism—a collection of people and services, each with a specific expertise and focus.
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Julian Arbelaez,

MBA

Wealth Consultant, Cidel Asset Management Inc.

Julian joined Cidel in 2013 working in the LATAM division. He is responsible for developing the Mexican market. He works closely with private clients, families, tax professionals and investment advisers on asset management and fiduciary services providing holistic planning solutions.

 

Julian has 10 years of experience in the wealth management industry. He has an Industrial Engineer degree from Los Andes University and holds an MBA from York University.

 

He is also a Chartered Investment Manager (CIM®) and is a member of the Society of Trust and Estate Practitioners (STEP).

Ben Arrindell,

SCM

Deputy Chairman, Cidel Bank and Trust Inc.

Ben joined Cidel in 2009. He is responsible for consulting on business and product development opportunities utilizing Barbados’ treaty network. He 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. He 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.

 

Ben 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.

Aiden Batist,

CIM, CFP

Associate, Wealth Consultant, Cidel Asset Management

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 Becerra,

CIM

Wealth Consultant, Cidel Asset Management Inc.

Oscar joined Cidel in 2016 working in the LATAM division. He is responsible for developing the Colombian 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 Berger,

CIM

Senior Wealth Consultant & Director, Investment Counsellor, Cidel Asset Management Inc.

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,

LLB, TEP

Vice President, Trust and Legal, Cidel Trust Company

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.

Mateo Blanco

Mateo joined Cidel in 2017. He is responsible for the execution of equity and exchange-traded funds globally.

 

Mateo graduated from Universidad de America’s Industrial Engineering in Colombia. He completed the Canadian Securities Course in 2018.

Michael Brown,

CFA, CPA

Vice President, Portfolio Manager, Investments

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 Brubacher,

CFA

Institutional Client Consultant & Portfolio Manager, Cidel Asset Management Inc.

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.

Daniel Bulafkin

Wealth Consultant, Cidel (Pty) Ltd.

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).

Cynthia Butcher

Assistant Vice President, Wealth Consultant, Cidel Bank & Trust Inc.

Stephen Caldwell,

CA, CFA

Vice President, Portfolio Manager, Cidel Asset Management Inc.

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 Cardenas

Wealth Consultant, Cidel Asset Management Inc.

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’.

Nad Cyrus

Vice President, Information Technology, Cidel Bank and Trust Inc.

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 Da Silva,

CFA

Assistant Vice President, Senior Analyst, Portfolio Manager, Cidel Asset Management Inc.

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 DeCosimo,

CFA

Wealth Consultant, Investment Counsellor, Cidel Asset Management Inc.

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 Dennis,

CIM

Vice President, Senior Analyst, Multi Asset Class Mandates

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,

MBA, CIM®

Assistant Vice President, Cidel Trust Company

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 Elliott

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®).

David Emond,

CFA, FEA

Wealth Consultant, Cidel Asset Management Inc.

David joined Cidel in 2006. He is responsible for developing the Canadian market with specific focus across the Prairies. 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, he worked at a boutique merchant bank in Toronto.

 

David graduated with a B.Comm. from Dalhousie University. He is a Chartered Financial Analyst (CFA®) and a designated Family Enterprise Advisor (FEA®).

Lee Fernandes,

TEP, CIM

Senior Wealth Consultant, Cidel Asset Management Inc.

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 Fernandes,

CFA

Investment Analyst

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 FRM® level II candidate.

Mike Fihrer

Shonda Forde

Vice President, & Chief Compliance Officer, Cidel Bank and Trust Inc.

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®).

Bradley Gibbert,

CFA

Chief Risk Officer, Cidel Bank Canada

Brad joined Cidel in 2000. He is responsible for private client relationships, structuring and business development initiatives, and Cidel Asset Management Inc.’s Chief Compliance Officer.

 

Prior to joining Cidel Brad was an account manager at HSBC Bank Canada in the Corporate Banking Group.

 

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

Robert joined Cidel in 1999. He is head of Canadian equities and responsible for research in the financial services sector.

 

Robert has 38 years of experience in investment management and, prior to Cidel, spent 15 years with a large institutional money manager between 1984 and 1999.

 

Robert has an MBA from Queen’s University and a BA from the University of Toronto. He also has the Chartered Financial Analyst (CFA®) designation. Robert is also chair of the Casey House Foundation investment committee.

Thomas Gomes,

CFA, CPA

Vice President, Portfolio Manager

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 Heinmaa,

CFA

Chief Executive Officer, Chief Investment Officer, Cidel Asset Management Inc.

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.

Rogelio Hernandez

Wealth Consultant, Cidel Asset Management Inc.

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

 

He holds an MBA from the Desautels Faculty of Management, McGill University and is a Chartered Investment Manager (CIM®).

 

Rogelio is also an affiliate (Toronto Chapter) of the Canadian branch of STEP (Society of Trusts and Estate Practitioners).

Catherine Jackman,

CFA

Head of Institutional Sales, Portfolio Manager, Cidel Asset Management Inc.

Catherine joined Cidel in 2017 and leads the firm’s institutional sales efforts. She is responsible for institutional strategy, client service and consultant relations. Catherine has significant experience in client-facing roles across several industries including the past 15 years in institutional asset management

Prior to joining Cidel, she was a senior leader at one of Canada’s largest asset management firms and, previous to that, was a partner with a prominent Canadian asset management firm. Over the years she has worked with pensions, endowments, consultants, distribution platforms and high-net worth individuals.

Catherine holds a B.Comm (Co-op) from Memorial University of Newfoundland and is a Chartered Financial Analyst (CFA®).

Catherine is an Activator for SheEO, an organization that supports female entrepreneurs. She was a member of the Memorial University of Newfoundland GTA Alumni Advisory Board and an officer in the military.

Leo Jaegerman,

CIM, MBA

Institutional Client Consultant, Investment Counsellor, Cidel Asset Management Inc.

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.

Matthew D. Joss,

CFA

Senior Wealth Consultant & Director, Portfolio Manager, Cidel Asset Management Inc.

Matthew joined Cidel in May 2019 and brings over 25 years in the financial services industry.

 

Prior to joining Cidel, Matthew spent 15 years at Palisade Capital Management Ltd, a Calgary based investment management firm, most recently as President & Managing Director.

 

He holds a Bachelor of Economic Science degree from the University of the Witwatersrand with dual majors in Economics (honours) and Actuarial Science.

 

Matthew is a Chartered Financial Analyst (CFA®); member of the CFA Institute and the Calgary CFA Society and was a member of the Alberta Children’s Hospital Foundation committee from 2012-2017.

Anja Klement,

CFP

Wealth Consultant, Cidel (Pty) Ltd.

Anja joined Cidel in 2008 She is responsible for developing the South African market.

 

She works closely with private clients, families, tax professionals and investment advisers on asset management and fiduciary services providing holistic planning solutions.

 

Anja has 20 years’ experience in the Financial Services Industry. She holds a post graduate in Financial Planning (CFP®) from the University of the Orange Free State.

Raj Kohli,

CFA

Vice President, Senior Analyst, Portfolio Manager, Cidel Asset Management Inc.

Raj joined Cidel in 2007. He is responsible for supporting the creation and implementation of long-term asset allocations across multiple asset classes, for discretionary and advisory portfolios.

 

Prior to joining Cidel Raj 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. He is also a Chartered Financial Analyst (CFA®) and member of the Toronto CFA Society and the CFA Institute.

Charles Lannon,

CFA

Senior Vice President, Portfolio Manager, Head of Equities, Cidel Asset Management Inc.

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 Lashley,

LLB, LEC, TEP

Vice President, Trust Services, Cidel Bank and Trust Inc.

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.

Cameron Marr,

CFA

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 Matus

Chairman, Cidel Bank Canada

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 c0-chairs the Pension and Endowment Investment Committee as well as the Universoty’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 Ragogna Mazzilli,

CPA, CGA, FCCA (UK)

Senior Vice President, Cidel Asset Management Inc.

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 McKay,

CFA, CAIA

Senior Vice President, Portfolio Manager, Head of Multi Asset Class Mandates, Cidel Asset Management Inc.

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.

Paul McLeod,

CA

Chief Financial Officer, Cidel Bank and Trust

Paul joined Cidel in 2008. As current Chief Financial Officer (CFO) he is responsible for the treasury operations, financial and management reporting and the client accounting function for all of the Cidel group.

 

Prior to joining Cidel Paul started in public auditing primarily in the banking industry. Then moving into senior banking assignments in the United States, Canada, Bermuda, the Bahamas and Barbados. He was also Vice President with Commerzbank A.G. in New York, and managing director of Barrick International Bank Corp. in Barbados. He has 30 plus years of experience in the banking industry.

 

Paul holds a Bachelor of Commerce degree from Lakehead University and has been a member of the Canadian Institute of Chartered Accountants since 1983.

Adrian Meyer

Deputy Chairman, Cidel Bank & Trust

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 Morris,

CFA

Portfolio Manager, Investments

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.

Juan Carlos Muller

Wealth Consultant

Juan Carlos joined Cidel in 2011. He is responsible for developing the Venezuelan 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 22 years of experience in corporate and tax legal matters.

 

Juan Carlos holds a Law Degree from Andres Bello Catholic University in Caracas, Venezuela; a Master in Comparative Law from New York University (NYU) in New York City; and a Master on International Business from Metropolitan University, in Caracas, Venezuela.

Trevor Nagai

Vice President, International Business, Cidel Bank and Trust Inc.

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 Nahibuan

Manager, Institutional Client Services

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​.

Bruce Noble,

TEP

Bruce Omand

Senior Wealth Consultant, Investment Counsellor

Bruce joined Cidel in 2016. He is responsible for advising high net worth clients on asset allocation and geographic mix.

 

Bruce brings more than 40 years of investment experience, half of that advising major institutional investors while based for many years in Tokyo and London.

Cemre Pehivanoglu,

FRM

Associate, Portfolio Analytics

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 Perren

President, Cidel Bank Canada

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 Phelps

AVP, Trader, Global Equity and FX in Trading

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.

James Porter,

CFA

EVP, Canadian and Institutional Business, Cidel Asset Management Inc.

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.

Armando Ramos,

TEP

Senior Wealth Consultant & Director, Cidel Asset Management Inc.

Armando joined Cidel in 2007. He is responsible for developing the Mexican 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 was the Economic and Political officer of the Consulate General of Mexico in Toronto.

 

Armando holds a Masters Degree in International Relations from York University and has a Trust Estate Planner (TEP®) designation.

Neil Reines,

MBA, TEP

Senior Wealth Consultant & Director, Cidel Asset Management Inc.

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 Rimer

Chief Executive Officer, Cidel Bank Canada

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 a member of the Pension and Endowment Investment Advisory Committee to The President of the University of Toronto, Foundation Trustee for the Jewish Foundation of Greater 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, treasurer of Baycrest Centre, co-chair of the Baycrest investment committee, 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 Sacks

EVP, International Business Development and Marketing, Cidel Asset Management Inc.

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.

Clay Sequeira

Associate, Wealth Consultant

Clay joined Cidel in 2021. He is responsible for serving Cidel’s private clients, while also assisting in the implementation and execution of Cidel’s global single family office strategy.

 

Clay holds a Bachelor of Commerce from The Rotman School of Management at the University of Toronto.

Kip Shaw,

CIM ®

Senior Wealth Consultant and Director, Cidel Asset Management Inc.

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®).

Natalia Sisnett

Vice President, Corporate Services, Cidel Bank and Trust Inc.

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.

Charlie Smith

Director of Family Office Services and Corporate Development

Charlie re-joined Cidel in 2020.  As the Director of Family Office Services and Corporate development, Charlie is responsible for Cidel’s global single family office strategy, and for identifying partners, investment opportunities, projects and relationships that drive Cidel’s strategic plan.

 

Prior to joining Cidel Charlie was an institutional equity sales in the Spear, Leeds & Kellogg division of the Goldman Sachs Group in New York City, then worked in business development for innovative startups in both the United States and Canada.

 

Charlie graduated from Miami University in Oxford, Ohio.

 

Charlie is on the Leadership Counsel of Capitalize for Kids, a leading children’s mental health charity.

Robert Spafford,

MBA, CFA

Vice President, Portfolio Manager, Cidel Asset Management Inc.

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.

Tracy Thompson,

MTI, TEP

Senior Trust Officer, Cidel Trust Company

Willem Van Der Berg

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.

Rob Vidinovski

Assistant Vice President, Trader, Fixed Income, Cidel Asset Management Inc.

Rob joined Cidel in 2005 . He conducts fundamental research and rigorous analysis of financial statements, capital structure and the economic environment, while also interviewing the management of companies to gather information of risk and debt for informed decision making.

 

Rob has over 15 years of experience in the investment community, with 8+ years on the buy side of trading.

 

Rob holds a degree from the University of Toronto and has a Masters in Finance from Queen’s University.

Ryle Weekes,

CFA

President, Cidel Bank & Trust Inc.

Ryle joined Cidel in 2000. He is a member of the management and investment committees.

 

Prior to joining Cidel Ryle worked as an equity analyst at TD Global Finance in Ireland and assistant consultant with KPMG Barbados.

 

He holds a BSc (Honours) in Economics and Accounting from the University of the West Indies and is is a Chartered Financial Analyst (CFA®).

 

Ryle is a past President and Treasurer of the Barbados International Business Association (BIBA) and a member of the Barbados CFA Society and the CFA institute.

Ethel Weiner

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.

Vianne Xu,

CFA

Vianne joined Cidel in 2019. She 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. Vianne works closely with high net worth individuals and families on asset management and fiduciary services and specialized banking to provide holistic planning and wealth management solutions.

 

Prior to joining Cidel, she was an Assistant Vice President in the Institutional Investments Group at Invesco Canada and was a Client Relationship Officer at Letko Brosseau & Associates. Vianne also worked at the Private Client Division at BMO Nesbitt Burns.

 

Vianne holds a Masters of Science degree in Business Administration from University of British Columbia and is a member of the CFA Institute and Toronto CFA Society.

Philip Young,

CFA

Assistant Vice President, Senior Analyst, Cidel Asset Management Inc.

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.

Cyrus Zahedi,

MBA

Wealth Consultant

Cyrus joined Cidel in 2021. He works closely with private clients, families and tax professionals on asset management, fiduciary services and specialized banking to provide holistic planning and wealth management solutions.

 

Prior to joining Cidel, he spent ten years in corporate banking covering global institutional clients and six years in structured credit origination at several global banks and a startup alternative finance company.

 

Cyrus studied business administration at Boston University and holds a Master of Business Administration from Ivey Business School at Western University.