Our team

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416 862-7755 ext. 259
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Celma Freitas

Investment Advisor & Executive Assistant, Toronto Office

With more than a decade of experience in financial services, Celma brings both expertise and dedication to supporting clients and the Caldwell executive team.

Originally from the northeast of Brazil, Celma began her career in finance in Victoria, British Columbia, in 2014. There, she built a strong foundation in client service and investment management, which has shaped her for a thoughtful approach, attention to detail, and commitment to helping clients achieve their long-term financial goals.

Dedicated to empowering individuals and families with clarity and confidence in their financial decisions, Celma combines deep industry understanding with a client-first approach that emphasizes trust and transparency.

Celma also plays an active role in business development, communications, and digital outreach, helping to expand Caldwell’s presence and strengthen client engagement.

Outside the office, Celma enjoys traveling and exploring new adventures around the world with her family, her dog Duke and her friends. She also enjoys giving back to the community by volunteering or simply educating the younger generation about finance.

Celma is fluent in Portuguese, Spanish, and English.