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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 1b 10b

CIDEL ASSET MANAGEMENT INC

CRD 172640

TORONTO, ONTARIO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bb78be88-58cb-a1cf-9995-19ea430d8309

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 21
On other graphs: 0
Observed: Sep 5, 2014 to Mar 27, 2026
16 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.3 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $4.8BItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $4.6B
Private client RAUM: $1.5BderivedItem 5.D individuals plus high net worth individuals
Private client share: 30%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 73
Advisory employees: 32
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,550
Individual clients: 788
High net worth clients: 386
SEC number: 801-80326
CRD: 172640
Filings on the tape: 16
First filed: Sep 5, 2014
Latest filed: Mar 27, 2026
Organised: Corporation
Website: loricaic.ca

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BUCHANAN, PAUL	Cfo	Na	yes	03/2023	Mar 27, 2026	Mar 27, 2026
CIDEL BANK CANADA	Owner	E	yes	12/2016	Mar 27, 2026	Mar 27, 2026
GIBBERT, BRADLEY	SENIOR VP	Na	yes	03/2023	Mar 27, 2026	Mar 27, 2026
HEINMAA, ARTHUR, M	INVESTMENT COMMITTEE MEMBER/CIO/EXECUTIVE COMMITTEE	Na	yes	01/2012	Mar 27, 2026	Mar 27, 2026
MEINSTEIN, TAMMY	CORPORATE SECRETARY	Na	yes	03/2023	Mar 27, 2026	Mar 27, 2026
PATTON, RON	Director	Na	yes	03/2023	Mar 27, 2026	Mar 27, 2026
PERREN, HENRY	Chairman	Na	yes	03/2023	Mar 27, 2026	Mar 27, 2026
PORTER, JAMES	EXECUTIVE VP	Na	yes	03/2023	Mar 27, 2026	Mar 27, 2026
Rimer, Criag	SIGNING OFFICER	Na	yes	03/2023	Mar 27, 2026	Mar 27, 2026
SACKS, HILTON	EXECUTIVE VP	Na	yes	03/2023	Mar 27, 2026	Mar 27, 2026
SHAW, CHRISTOPHER	Vp	Na	yes	03/2023	Mar 27, 2026	Mar 27, 2026
TAMBLYN, BRYAN	CHIEF COMPLIANCE OFFICER	Na	yes	03/2020	Mar 27, 2026	Mar 27, 2026
CIDEL BANK & TRUST INC.	Owner	E	yes	12/2016	Mar 31, 2017	Mar 27, 2024
Duncan, Megan	SIGNING OFFICER	Na	yes	03/2023	Mar 27, 2024	Mar 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CIDEL (PTY) LIMITED - SOUTH AFRICA	n/a	n/a	n/a	N	yes	n/a
CIDEL BANK CANADA	n/a	n/a	n/a	Y	yes	n/a
CIDEL TRUST COMPANY CANADA	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$4.8B	$4.6B	73	32	0	n/a	n/a
2024	Mar 25, 2025	$4.3B	$4.0B	73	38	0	n/a	n/a
2023	Mar 27, 2024	$5.2B	$5.0B	70	38	0	n/a	n/a
2022	Mar 30, 2023	$4.4B	$4.2B	70	31	0	n/a	n/a
2021	Mar 29, 2022	$5.2B	$4.9B	67	43	0	n/a	n/a
2020	Mar 31, 2021	$4.1B	$3.9B	65	27	0	n/a	n/a
2019	Apr 1, 2020	$4.2B	$4.1B	65	27	0	n/a	n/a
2018	Mar 29, 2019	$3.3B	$3.1B	63	38	0	n/a	n/a
2017	Mar 29, 2018	$5.1B	$5.0B	75	40	0	n/a	n/a
2016	Mar 31, 2017	$4.1B	$4.0B	75	40	n/a	n/a	n/a
2015	Apr 1, 2016	$146M	$146M	59	25	n/a	n/a	n/a
2014	Mar 27, 2015	$179M	$179M	39	21	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$4.8B	$4.3B	13.0%	$4.4B	3.3%	73	73	0	0

Relationships

Controls (14)

← PORTER, JAMESOwnerEXECUTIVE VP, ownership code NA, individual
Sep 5, 2014 to Mar 27, 2024factForm ADV
← HEINMAA, ARTHUR, MOwnerINVESTMENT COMMITTEE MEMBER/CIO/EXECUTIVE COMMITTEE, ownership code A, individual
Sep 5, 2014 to Mar 27, 2024factForm ADV
← GIBBERT, BRADLEYOwnerSENIOR VP, ownership code NA, individual
Mar 31, 2017 to Mar 27, 2024factForm ADV
← TAMBLYN, BRYANOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 1, 2020 to Mar 27, 2024factForm ADV
← PERREN, HENRYOwnerCHAIRMAN, ownership code NA, individual
Mar 30, 2023 to Mar 27, 2024factForm ADV
← SACKS, HILTONOwnerEXECUTIVE VP, ownership code NA, individual
Mar 30, 2023 to Mar 27, 2024factForm ADV
← BUCHANAN, PAULOwnerCFO, ownership code NA, individual
Mar 30, 2023 to Mar 27, 2024factForm ADV
← SHAW, CHRISTOPHEROwnerVP, ownership code NA, individual
Mar 30, 2023 to Mar 27, 2024factForm ADV
← MEINSTEIN, TAMMYOwnerCORPORATE SECRETARY, ownership code NA, individual
Mar 30, 2023 to Mar 27, 2024factForm ADV
← PATTON, RONOwnerDIRECTOR, ownership code NA, individual
Mar 30, 2023 to Mar 27, 2024factForm ADV
← Rimer, CriagOwnerSIGNING OFFICER, ownership code NA, individual
Mar 27, 2024 to Mar 27, 2024factForm ADV
← Duncan, MeganOwnerSIGNING OFFICER, ownership code NA, individual
Mar 27, 2024 to Mar 27, 2024factForm ADV
← CIDEL BANK & TRUST INC.OwnerOWNER, ownership code E, foreign entity
Mar 31, 2017 to Mar 27, 2024factForm ADV
← CIDEL BANK CANADAOwnerOWNER, ownership code E, foreign entity
Mar 31, 2017 to Mar 27, 2024factForm ADV

Dated events

Occurred
Mar 27, 2024
Control person joined
Criag Rimer (Signing Officer) appeared on Schedule A of Cidel Asset Management Inc
Form ADVobserved 5 days ago
Occurred
Mar 27, 2024
Control person joined
Megan Duncan (Signing Officer) appeared on Schedule A of Cidel Asset Management Inc
Form ADVobserved 5 days ago
Occurred
Mar 30, 2023
Control person joined
Ron Patton (Director) appeared on Schedule A of Cidel Asset Management Inc
Form ADVobserved 5 days ago
Occurred
Mar 30, 2023
Control person joined
Henry Perren (Chairman) appeared on Schedule A of Cidel Asset Management Inc
Form ADVobserved 5 days ago
Occurred
Mar 30, 2023
Control person joined
Hilton Sacks (Executive Vp) appeared on Schedule A of Cidel Asset Management Inc
Form ADVobserved 5 days ago
Occurred
Mar 30, 2023
Control person joined
James Porter (Executive Vp) appeared on Schedule A of Cidel Asset Management Inc
Form ADVobserved 5 days ago
Occurred
Mar 30, 2023
Control person joined
Paul Buchanan (Cfo) appeared on Schedule A of Cidel Asset Management Inc
Form ADVobserved 5 days ago
Occurred
Mar 30, 2023
Control person joined
Bradley Gibbert (Senior Vp) appeared on Schedule A of Cidel Asset Management Inc
Form ADVobserved 5 days ago
Occurred
Mar 30, 2023
Control person joined
Christopher Shaw (Vp) appeared on Schedule A of Cidel Asset Management Inc
Form ADVobserved 5 days ago
Occurred
Mar 30, 2023
Control person joined
Tammy Meinstein (Corporate Secretary) appeared on Schedule A of Cidel Asset Management Inc
Form ADVobserved 5 days ago
Occurred
Mar 29, 2022
Regulatory AUM changed
Cidel Asset Management Inc reported RAUM $5.2B, up 28% from $4.1B (2021-03-31 to 2022-03-29)
Form ADVobserved 5 days ago
$1.1B
Occurred
Mar 29, 2022
Control person left
W Robert Gibson (Investment Committee Member/Portofolio Manager/Head Of Canadian Equities Mandates) no longer on Schedule A of Cidel Asset Management Inc (listed 2021-03-31, absent 2022-03-29)
Form ADVobserved 5 days ago
Occurred
Mar 29, 2022
Control person left
Charles Lannon (Investment Committee Member) no longer on Schedule A of Cidel Asset Management Inc (listed 2021-03-31, absent 2022-03-29)
Form ADVobserved 5 days ago
Occurred
Mar 29, 2022
Control person left
(Nmn) Paul Mcleod (Chief Financial Officer) no longer on Schedule A of Cidel Asset Management Inc (listed 2021-03-31, absent 2022-03-29)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2021
Control person left
Ronald Patton (Investment Committee Member/Head Of Canadian Investment Mandates) no longer on Schedule A of Cidel Asset Management Inc (listed 2020-06-30, absent 2021-03-31)
Form ADVobserved 5 days ago
Occurred
Apr 1, 2020
Regulatory AUM changed
Cidel Asset Management Inc reported RAUM $4.2B, up 29% from $3.3B (2019-03-29 to 2020-04-01)
Form ADVobserved 5 days ago
$933M
Occurred
Apr 1, 2020
Control person joined
Nmn Bryan Tamblyn (Chief Compliance Officer) appeared on Schedule A of Cidel Asset Management Inc
Form ADVobserved 5 days ago
Occurred
Apr 1, 2020
Control person left
(Nmn) Bradley Gibbert (Chief Compliance Officer) no longer on Schedule A of Cidel Asset Management Inc (listed 2019-03-29, absent 2020-04-01)
Form ADVobserved 5 days ago
Occurred
Mar 29, 2019
Regulatory AUM changed
Cidel Asset Management Inc reported RAUM $3.3B, down 36% from $5.1B (2018-03-29 to 2019-03-29)
Form ADVobserved 5 days ago
$-1.8B
Occurred
Mar 29, 2019
Control person left
R Tiziana Mazzilli (Senior Vice President) no longer on Schedule A of Cidel Asset Management Inc (listed 2018-03-29, absent 2019-03-29)
Form ADVobserved 5 days ago
Occurred
Sep 5, 2014
First Form ADV filing
Toron Ami International Asset Management filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bb78be88-58cb-a1cf-9995-19ea430d8309
First observed: Sep 5, 2014
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CIDEL ASSET MANAGEMENT INC

CRD 172640

TORONTO, ONTARIO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bb78be88-58cb-a1cf-9995-19ea430d8309

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:33 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BUCHANAN, PAUL

Cfo

yes

03/2023

Mar 27, 2026

CIDEL BANK CANADA

Owner

yes

12/2016

Mar 27, 2026

GIBBERT, BRADLEY

SENIOR VP

yes

03/2023

Mar 27, 2026

HEINMAA, ARTHUR, M

INVESTMENT COMMITTEE MEMBER/CIO/EXECUTIVE COMMITTEE

yes

01/2012

Mar 27, 2026

MEINSTEIN, TAMMY

CORPORATE SECRETARY

yes

03/2023

Mar 27, 2026

PATTON, RON

Director

yes

03/2023

Mar 27, 2026

PERREN, HENRY

Chairman

yes

03/2023

Mar 27, 2026

PORTER, JAMES

EXECUTIVE VP

yes

03/2023

Mar 27, 2026

Rimer, Criag

SIGNING OFFICER

yes

03/2023

Mar 27, 2026

SACKS, HILTON

EXECUTIVE VP

yes

03/2023

Mar 27, 2026

SHAW, CHRISTOPHER

yes

03/2023

Mar 27, 2026

TAMBLYN, BRYAN

CHIEF COMPLIANCE OFFICER

yes

03/2020

Mar 27, 2026

CIDEL BANK & TRUST INC.

Owner

yes

12/2016

Mar 31, 2017

Mar 27, 2024

Duncan, Megan

SIGNING OFFICER

yes

03/2023

Mar 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CIDEL (PTY) LIMITED - SOUTH AFRICA

n/a

yes

n/a

CIDEL BANK CANADA

n/a

yes

n/a

CIDEL TRUST COMPANY CANADA

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$4.8B

$4.6B

n/a

2024

Mar 25, 2025

$4.3B

$4.0B

n/a

2023

Mar 27, 2024

$5.2B

$5.0B

n/a

2022

Mar 30, 2023

$4.4B

$4.2B

n/a

2021

Mar 29, 2022

$5.2B

$4.9B

n/a

2020

Mar 31, 2021

$4.1B

$3.9B

n/a

2019

Apr 1, 2020

$4.2B

$4.1B

n/a

2018

Mar 29, 2019

$3.3B

$3.1B

n/a

2017

Mar 29, 2018

$5.1B

$5.0B

n/a

2016

Mar 31, 2017

$4.1B

$4.0B

n/a

2015

Apr 1, 2016

$146M

n/a

2014

Mar 27, 2015

$179M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$4.8B

$4.3B

13.0%

$4.4B

3.3%