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CIDEL ASSET MANAGEMENT INC

TORONTO, ONTARIO, Canada · CRD 172640 · IAPD ↗ · loricaic.ca · 416-977-6767

$4.80BRegulatory AUM
32Advisory reps
73Employees
0Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

25
April 2026 — CIDEL ASSET MANAGEMENT INC shrank from 38 to 32 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
1
April 2024 — CIDEL ASSET MANAGEMENT INC changed its website from toron-ami.com to loricaic.ca.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
21
April 2024 — CIDEL ASSET MANAGEMENT INC notice-filed in DE, NV, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — CIDEL ASSET MANAGEMENT INC grew from 31 to 38 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.