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Schedule A Complimentary Caldwell Information & Discovery Session.

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    How
    Can We Help You?

    What to expect at your information and discovery session with a Caldwell Securities Ltd. representative:

    1. We will invest the time to fully understand the needs and goals of you and your family, now and in the future.
    2. We will work closely with you to understand your attitude towards risk and your experience with investment management.
    3. We will explore how you prefer to work with other professionals and who you would like around the table.