Caldwell Investment Management

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Caldwell Investment Management
150 King Street West, Suite 1702 | Toronto, Ontario, M5H 1J9

More information about Caldwell Investment Management

With a focus on predictable results, 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. Our disciplined investment management and advisory services include risk management and asset allocation services tailored to investment mandates. We monitor investment restrictions (mandate specific and regulatory) and provide performance reporting. With their integrity and depth of skill and knowledge, our people are our most valuable asset. Established in 1990, Caldwell is a wholly owned subsidiary of Caldwell Financial Ltd, a majority employee-owned firm. Registered with the Ontario Securities Commission, our principal regulator, Caldwell Investment Management Ltd. is a registered portfolio manager and investment fund manager, and a registered portfolio manager in other provinces where it does business. Visit our homepage to learn more about us.

Caldwell Investment Management Toronto address and phone

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Last update: 2020-02-05 17:00:17

Caldwell Investment Management additional information

  • Additional phones:
    • 1-800-387-0859 (alt)
  • Year established: 1990

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Caldwell Investment Management
150 King Street West, Suite 1702 | Toronto, Ontario, M5H 1J9
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