One Minute with Rick Wood

 

user photo

Rick Wood

Vice President Client & Advisor Success

Why is it so hard to recruit young Advisors and in particular female Advisors into our industry?


August 6, 2021

What can firms like Caldwell do to help recruit Advisors in the future?


August 6, 2021

The commentaries contained on this webpage are provided as a general source of information based on information available as of the dates of publication indicated. These recordings are for general information purposes only and are not investment advise nor do they constitute an offer, recommendation or solicitation to buy or sell to particular financial instrument. They do not have regard to the specific investment objectives, financial situation, risk profile or the particular needs of any specific person who may receive these commentaries. Investors are expected to speak with their Invested Advisor at Caldwell Securities Ltd. for any questions and before making any investment decisions.

How can you make a living as an Advisor when everything is now offered for free?

September 15, 2021

Why would someone choose a career that will be replaced by a robot?

September 9, 2021

The commentaries contained on this webpage are provided as a general source of information based on information available as of the dates of publication indicated. These recordings are for general information purposes only and are not investment advise nor do they constitute an offer, recommendation or solicitation to buy or sell to particular financial instrument. They do not have regard to the specific investment objectives, financial situation, risk profile or the particular needs of any specific person who may receive these commentaries. Investors are expected to speak with their Invested Advisor at Caldwell Securities Ltd. for any questions and before making any investment decisions.

The commentaries contained on this webpage are provided as a general source of information based on information available as of the dates of publication indicated. These recordings are for general information purposes only and are not investment advise nor do they constitute an offer, recommendation or solicitation to buy or sell to particular financial instrument. They do not have regard to the specific investment objectives, financial situation, risk profile or the particular needs of any specific person who may receive these commentaries. Investors are expected to speak with their Invested Advisor at Caldwell Securities Ltd. for any questions and before making any investment decisions.

The commentaries contained on this webpage are provided as a general source of information based on information available as of the dates of publication indicated. These recordings are for general information purposes only and are not investment advise nor do they constitute an offer, recommendation or solicitation to buy or sell to particular financial instrument. They do not have regard to the specific investment objectives, financial situation, risk profile or the particular needs of any specific person who may receive these commentaries. Investors are expected to speak with their Invested Advisor at Caldwell Securities Ltd. for any questions and before making any investment decisions.

The commentaries contained on this webpage are provided as a general source of information based on information available as of the dates of publication indicated. These recordings are for general information purposes only and are not investment advise nor do they constitute an offer, recommendation or solicitation to buy or sell to particular financial instrument. They do not have regard to the specific investment objectives, financial situation, risk profile or the particular needs of any specific person who may receive these commentaries. Investors are expected to speak with their Invested Advisor at Caldwell Securities Ltd. for any questions and before making any investment decisions.

Canada is an odd lot on the world stage. What should we do as a country?

January 26, 2021
Thomas S. Caldwell, C.M.

We’re three weeks into January. What are your thoughts of the markets in the beginning of 2021?

January 20, 2021
Thomas S. Caldwell, C.M.

What do you think are most important factors affecting the stock market in 2021?

January 6, 2021
Thomas S. Caldwell, C.M.

The commentaries contained on this webpage are provided as a general source of information based on information available as of the dates of publication indicated. These recordings are for general information purposes only and are not investment advise nor do they constitute an offer, recommendation or solicitation to buy or sell to particular financial instrument. They do not have regard to the specific investment objectives, financial situation, risk profile or the particular needs of any specific person who may receive these commentaries. Investors are expected to speak with their Invested Advisor at Caldwell Securities Ltd. for any questions and before making any investment decisions.

Some try to time the market. You look at market mood. What does that mean? 

February 25, 2021
Thomas S. Caldwell, C.M.

Investing is about the future and it’s long-term. What are your thoughts of the trendy mob investing that’s been occurring? 

February 24, 2021
Thomas S. Caldwell, C.M.

What do you believe will be the permanent economic damage from COVID? 

February 18, 2021
Thomas S. Caldwell, C.M.

Reddit and GameStop have changed the investing landscape these past couple of weeks. It’s not about investing, there’s a bigger picture here. 

February 17, 2021
Thomas S. Caldwell, C.M.

I noticed that the Ontario Provincial Government is starting to ease up on the lockdowns. What are your thoughts?

February 11, 2021
Thomas S. Caldwell, C.M.

There is a degree of optimism now with the vaccines. Where to from here?

February 3, 2021
Thomas S. Caldwell, C.M.

The commentaries contained on this webpage are provided as a general source of information based on information available as of the dates of publication indicated. These recordings are for general information purposes only and are not investment advise nor do they constitute an offer, recommendation or solicitation to buy or sell to particular financial instrument. They do not have regard to the specific investment objectives, financial situation, risk profile or the particular needs of any specific person who may receive these commentaries. Investors are expected to speak with their Invested Advisor at Caldwell Securities Ltd. for any questions and before making any investment decisions.

The commentaries contained on this webpage are provided as a general source of information based on information available as of the dates of publication indicated. These recordings are for general information purposes only and are not investment advise nor do they constitute an offer, recommendation or solicitation to buy or sell to particular financial instrument. They do not have regard to the specific investment objectives, financial situation, risk profile or the particular needs of any specific person who may receive these commentaries. Investors are expected to speak with their Invested Advisor at Caldwell Securities Ltd. for any questions and before making any investment decisions.

The commentaries contained on this webpage are provided as a general source of information based on information available as of the dates of publication indicated. These recordings are for general information purposes only and are not investment advise nor do they constitute an offer, recommendation or solicitation to buy or sell to particular financial instrument. They do not have regard to the specific investment objectives, financial situation, risk profile or the particular needs of any specific person who may receive these commentaries. Investors are expected to speak with their Invested Advisor at Caldwell Securities Ltd. for any questions and before making any investment decisions.

The commentaries contained on this webpage are provided as a general source of information based on information available as of the dates of publication indicated. These recordings are for general information purposes only and are not investment advise nor do they constitute an offer, recommendation or solicitation to buy or sell to particular financial instrument. They do not have regard to the specific investment objectives, financial situation, risk profile or the particular needs of any specific person who may receive these commentaries. Investors are expected to speak with their Invested Advisor at Caldwell Securities Ltd. for any questions and before making any investment decisions.

The commentaries contained on this webpage are provided as a general source of information based on information available as of the dates of publication indicated. These recordings are for general information purposes only and are not investment advise nor do they constitute an offer, recommendation or solicitation to buy or sell to particular financial instrument. They do not have regard to the specific investment objectives, financial situation, risk profile or the particular needs of any specific person who may receive these commentaries. Investors are expected to speak with their Invested Advisor at Caldwell Securities Ltd. for any questions and before making any investment decisions.

The commentaries contained on this webpage are provided as a general source of information based on information available as of the dates of publication indicated. These recordings are for general information purposes only and are not investment advise nor do they constitute an offer, recommendation or solicitation to buy or sell to particular financial instrument. They do not have regard to the specific investment objectives, financial situation, risk profile or the particular needs of any specific person who may receive these commentaries. Investors are expected to speak with their Invested Advisor at Caldwell Securities Ltd. for any questions and before making any investment decisions.