At Caldwell, we believe preserving and growing your wealth is achieved through a personalized, customized and flexible plan. We foster long-term partnerships with our clients supported by our successful track record and our experienced and sophisticated investment advice since 1980.
As a majority employee-owned firm, we have been providing sophisticated and experienced investment and wealth management advice to individuals and corporations since 1980.
We get to know you, your financial goals and objectives, and in partnership with you develop a customized and flexible wealth management plan that meets your needs and risk profile today, and in the future. At Caldwell, our most important asset is our client, and we work hard to earn your confidence and your trust each and every day.
We bring experienced thinking to help you build your wealth. To help achieve your long-term goals, we combine a value-driven, research-backed approach to investing with active risk management and a commitment to transparency and superior client service.
Caldwell Securities Ltd. is member of the Canadian Investment Regulatory Organization (“CIRO”) 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.
Monday – Friday
(Excluding Stat Holidays)
9:00 AM – 5:00 PM (EST)