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Would you build a house without involving an architect? Successfully preserving and building wealth requires a similar respect for planning and preparation. It takes patience and sophistication to identify all the elements of your wealth and truly understand all of the factors at play. Cidel is unusual in its enthusiasm for navigating complex financial situations. Working closely with clients and their professional advisors we pride ourselves on developing strategies and structures that are as effective as they are efficient. For even the most sophisticated investor, the options can be overwhelming. For more than half a century, Cidel has been helping people figure out which opportunities are an ideal match, and which ones are not. In an advisory role, we take the time to understand the full sweep of considerations that impact your financial and personal life. And then our team serves as expert, strategist, confidante, and friend to establish and implement a game plan that turns the complexity into a simple solution. Trusts are an extraordinarily flexible tool for protecting and directing wealth. Like the Swiss Army knife, they come in all shapes and sizes, and offer a surprising number of benefits. Commonly used for tax and estate planning, charitable giving and business succession, trusts have the potential to be applied to a much wider range of situations. Properly setting up and maintaining a corporation can be a lot of work. Drawing on our knowledge of structuring, taxation, reporting requirements, and governance, Cidel is ready to provide just the right level of support. As with everything we do, it’s all about understanding what’s required and tailoring the service to suit. By customizing a portfolio that includes multiple asset classes or types (i.e. stocks, fixed income, cash and alternative investments) from around the world, we are able to diversify the risk and finely tune the overall investment to meet the specific needs of the individual. Our approach has always been to carefully research and find opportunities that offer superior returns while keeping a careful eye towards downside protection and relative safety in varied markets. With vast experience in global markets our equity team is adept at matching the diverse needs of our clients with smart, stable equity strategies. While these rightfully remain the objectives of most fixed income investors, today’s fixed income markets offer investors broader choice and greater opportunity. Selecting the right fixed income strategy for your portfolio is something we have the experience to do exceptionally well. Delivering the right portfolio for some client situations requires alternative thinking. This is where we look beyond more traditional strategies to help meet agreed objectives that naturally vary from client to client. Our focus is on deploying strategies that are the most likely to deliver desired returns that can lower the downside risk in the overall portfolio. We bring within easy reach diverse alternative solutions, carefully explaining if and where they fit.
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