Caldwell Investments
25 years in business

Financing specialist
 : 
Caldwell Investments

25 years in business


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About Caldwell Investments
Team size: 10 people
Professional experience
With a focus on predictable results, Caldwell Investment Management Ltd (‘Caldwell’) provides investment management and advisory services to Canadian, retail and institutional investors including financial institutions, public and private pension funds, endowment funds, foundations, and private accounts. Our disciplined investment management and advisory services include risk management and asset allocation services tailored to investment mandates. We monitor investment restrictions (mandate specific and regulatory) and provide performance reporting. With their integrity and depth of skill and knowledge, our people are our most valuable asset.Established in 1990, Caldwell is a wholly owned subsidiary of Caldwell Financial Ltd, a majority employee-owned firm. Registered with the Ontario Securities Commission, our principal regulator, Caldwell Investment Management Ltd. is a registered portfolio manager and investment fund manager, and a registered portfolio manager in other provinces where it does business.

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Location

Toronto, Toronto (M5H 1J9)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish


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