The knowledgeable Investment Advisors at Caldwell Securities Ltd. will help you make the most of your money, with advice that’s just for you. We live in a complex world, so our mission is simple: to help you navigate today’s financial landscape and successfully realize your financial goals.
Portfolio Management
Managing a diverse, high-level portfolio takes skill, experience and the latest market intelligence. It also requires time. With decades of investment know-how, our dedicated Investment Advisors can work with you to develop and implement a customized investment plan—one that saves you time and achieves great results.
Registered Accounts
Education ("RESP"), Retirement ("RRSP and RRIF"), LIRA, LIF, Tax-Free Savings Accounts ("TFSA") and First Home Savings Account ("FHSA") are basic, but effective, tools that help you build security and reach your long-term goals. Caldwell’s expert Investment Advisors will advise you on these tax-saving options for you and your loved ones.
Private Accounts
For some, private accounts are an essential part of wealth management. A dedicated Caldwell Securities Investment Advisor will provide discreet, highly personalized service for your investing and other financial needs.
Talk to a Caldwell Securities Investment Advisor today
Founded in 1980, Caldwell Securities Ltd. provides independent, personalized and innovative wealth management strategies, investment solutions and insurance products for families, individuals, corporations, trusts and foundations, as well as professional investment management for select institutional investors.