Caldwell Investment Management

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Caldwell Investment Management
Caldwell Investment Management Ltd. is “Innovative Wealth Builders”
150 King Street West, Suite 1702, P.O. Box 47 | Toronto, ON, 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.

Caldwell Investment Management Toronto address and phone

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Last update: 2020-04-16 07:09:40

Caldwell Investment Management additional information

  • Additional phones:
    • 1-800-256-2441 (alt)
  • Year established: 1990

Caldwell Investment Management pictures gallery

Caldwell Investment Management
Caldwell Investment Management
Caldwell Investment Management
Caldwell Investment Management

Schedules


  • Monday: 8:00 am 5:00 pm
  • Tuesday: 8:00 am 5:00 pm
  • Wednesday: 8:00 am 5:00 pm
  • Thursday: 8:00 am 5:00 pm
  • Friday: 8:00 am 5:00 pm
  • Saturday: Closed
  • Sunday: Closed

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Caldwell Investment Management
Caldwell Investment Management Ltd. is “Innovative Wealth Builders”
150 King Street West, Suite 1702, P.O. Box 47 | Toronto, ON, M5H 1J9
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