Caldwell Financial

At Caldwell Financial Ltd., we have been providing independent, personalized, and innovative wealth management strategies, investment solutions, and insurance products for over 40 years. As a majority employee-owned firm, we are committed to putting our clients first and earning their trust through our expertise, innovation, and transparency.

Our History

Founded in 1980, our company has grown to become a leading provider of wealth management solutions in Canada. Through our subsidiaries, Caldwell Investment Management Ltd., Caldwell Securities Ltd., and Caldwell Insurance Services Ltd., we offer a wide range of services designed to help individuals, families, corporations, trusts, and foundations achieve their financial goals.

Our Services

We provide personalized, customized, and sophisticated investment advice through our team of experienced investment professionals. Our investment solutions are designed to help our clients achieve their financial objectives, whether it's wealth accumulation, income generation, or capital preservation. Our services include discretionary investment management, asset allocation, investment advisory services, and collective investment vehicles.

In addition to our investment solutions, we also offer a range of insurance products and services designed to help our clients plan for the unexpected and create a more secure future. Our insurance services include personalized travel insurance, life insurance, and group benefits.

Our Approach

We believe that investing is a marathon, not a 100-yard dash. We take a long-term approach to investing, focusing on time-tested principles that have been proven to deliver results over the long-term. We also believe that transparency and communication are essential to building strong relationships with our clients. That's why we strive to provide clear, concise, and timely communication to help our clients make informed decisions about their investments.

Our Advantage

Our advantage lies in our commitment to putting our clients first. We believe that your most important investment management decision is choosing investment managers who put you first. We earn your trust by putting more than 30 years of experience and innovation to work on meeting your investment goals. We strive to achieve peace-of-mind for our clients and to foster relationships built on transparency.