CIDEL ASSET MANAGEMENT INC

CRD 172640File 801-80326

APPROVED

Retail clients

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$4.80B

Top 25% of cohort (national)

Discretionary AUM

$4.59B

Non-discretionary $211.1M

Clients

1,386

1,550 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: HQ
Registration date: Sep 15, 2014
Principal office: 60 BLOOR STREET WEST, 9TH FLOOR, TORONTO, ONTARIO, M4W 3B8
Phone: 416-977-6767
Website: https://loricaic.ca/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $4.80B
Discretionary AUM: $4.59B
Non-discretionary AUM: $211.1M
Discretionary accounts: 1,486
Non-discretionary accounts: 64
Total accounts: 1,550
AUM per client: $3.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	204	$1.99B
Insurance companies	Fewer than 5	$3.5M
High net worth individuals	386	$1.20B
Pension and profit sharing plans	8	$78.9M
Individuals (other than high net worth individuals)	788	$261.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Other advisory activities
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	1547	1386
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.