Cidel Asset Management Inc.
Cidel Asset Management Inc. (Cidel) is a Canadian private bank and asset manager offering integrated wealth management, trust, and specialized banking services to high-net-worth individuals, families, and institutions. The firm designs and implements customized financial solutions focused on wealth preservation, growth, and transfer, emphasizing transparency, global capability, and a boutique approach to service. Core services include asset management, trust services, philanthropy, planning & structuring, and corporate services.
Investment Strategy
Cidel manages a broad range of traditional and non-traditional strategies, creating custom portfolios tailored to each client's unique needs and risk tolerance. The firm emphasizes structure as a foundation for wealth preservation and growth, customized wealth planning, and balanced investment strategies that weigh risk and return.
Top Holdings
Equity Positions (359)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.78% | $79.5M | 159,887 | $196.26 | $497.41 | +$23.6M |
R RY | ROYAL BK CDA | 4.63% | $77.2M | 586,633 | $78.04 | $131.55 | +$12.2M |
R RBA | RB GLOBAL INC | 4.39% | $73.1M | 689,600 | $62.17 | $106.19 | +$5.1M |
V V | VISA INC | 2.87% | $47.7M | 134,456 | $222.00 | $355.05 | +$7.0M |
A ABT | ABBOTT LABS | 2.69% | $44.8M | 329,181 | $114.07 | $136.01 | +$1.6M |