Wendy Lockwood joined Caldwell Securities Ltd. in 2000. She is a seasoned accounting professional with a financial reporting focus.
As Vice President of the Accounting department, Ms. Lockwood oversees the financial activities of the organization. Her responsibilities include forecasting financial results, managing budgets and producing financial reports, payroll and employee benefits. She is also responsible for preparing and filing monthly and annual regulatory and capital reports with the Canadian Investment Regulatory Organization (“CIRO”) and coordinates year-end reviews with our external auditors.
Wendy enjoys spending time with her family and friends. In her spare time, she loves to run. She has trained and participated in many half marathons.