Caldwell Investments

Registered with the Ontario Securities Commission, its principal regulator, Caldwell is a portfolio manager and investment fund manager and is registered in other provinces where it does business. Our team manages assets on a discretionary basis for wealthy individuals, private and public corporations, not-for-profit organizations, insurance companies, associations, and public and private foundations on a segregated basis and provides investment management services to mutual funds and pooled funds. Established in 1990, Caldwell is a wholly-owned subsidiary of Caldwell Financial Ltd, a majority employee-owned firm. Caldwell Investment Management Ltd (‘Caldwell’) provides investment management and advisory services to Canadian, retail and institutional investors, including financial institutions, public and private pension funds, endowment funds, foundations, and private accounts.