Founded in 1980, Caldwell Securities Ltd. provides independent, personalized and innovative wealth management strategies, investment solutions and professional investment management for families, individuals, corporations, trusts and foundations.

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Caldwell Securities Ltd. is member of the Investment Industry Regulatory Organization of Canada (“IIROC”) and a member firm of the Canadian Investor Protection Fund (CIPF). Customers’ accounts are protected by the Canadian Investor Protection Fund within specified limits. A brochure describing the nature and limits of coverage is available upon request or at www.cipf.ca.

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Phone: 416.862.7755

Toll-Free: 1.800.387.0859

Open Hours:

Monday – Friday

(Excluding Stat Holidays)

9:00 AM – 5:00 PM (EST)

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To our clients,

As the COVID-19 situation evolves and has greater impact on our daily lives,
we want to inform our clients that we have rolled out our firm’s business continuity plan. The plan allows for the continuous running of our client services, while also caring for the wellbeing of our employees and their families.

For now, your Investment Advisor and other members of our team are working both at and away from our branch and head offices, but that may change as the situation evolves. Our main phone line is personally answered at head office during normal business hours and employees can be reached by email.

Should you have any concerns regarding our service levels during these
unprecedented times, please contact your Investment Advisor or
Sally Haldenby Haba at shh@caldwellsecurities.com, 416-624-5777 or
Angela Stirpe at astirpe@caldwellsecurities.com, 416-627-9222.

March 16, 2020