Investment adviser · CRD 172640
CIDEL ASSET MANAGEMENT INC
Investment adviser filing (IA)
TORONTO, ONTARIO, Canada · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $4.8B Form ADV · Item 5.F
- Client accounts
- 1,550 Accounts, not individual clients
- Employees
- 73 Reported in this filing
- Advisory professionals
- 32 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Corporations & businesses | 204 | $1,988,467,656 | 41.4% |
| Other clients | 161 | $1,272,635,252 | 26.5% |
| High-net-worth individuals | 386 | $1,197,565,556 | 24.9% |
| Individuals | 788 | $261,210,561 | 5.4% |
| Retirement plans | 8 | $78,945,180 | 1.6% |
| Insurance companies | Fewer than 5 | $3,486,501 | 0.1% |
Filing source
Form ADV 2069810 · Mar 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 27, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
60 BLOOR STREET WEST, 9TH FLOORTORONTO, ONTARIO, M4W 3B8, Canada
CRD 172640
Filing source
Form ADV 2069810 · Mar 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.