Overview
Employees
51-200 employees
Headquarters
Toronto, Ontario
Category
Thoughtful Investing
Established in 1990, Caldwell Investment Management Ltd (‘Caldwell’) provides investment management services to Canadian and international retail and institutional investors, including financial institutions, public and private pension funds, endowment funds, foundations and private family accounts. Caldwell originates and structures investment vehicles and provides portfolio and risk management services, including discretionary investment management and asset allocation services, monitors portfolios for compliance with investment mandates and regulatory compliance and provides reporting to investors and clients in, including financial performance and reporting for income tax purposes. The integrity and depth of experience of its people are Caldwell’s most valuable asset. Caldwell Investment Management Ltd. is registered as a portfolio manager and investment fund manager with the Ontario Securities Commission, its principal regulator and is also registered as a portfolio manager in other provinces where it does business. Caldwell is a wholly owned subsidiary of Caldwell Financial Ltd, a majority employee-owned firm. Visit our homepage at www.caldwellinvestment.com to learn more about us! Caldwell Canadian Value Momentum Fund, Caldwell Balanced Fund, Tactical Sovereign Bond Fund, Caldwell U.S. Dividend Advantage Fund. Caldwell Investment Management Ltd. operates as an investment advisory firm. The Company offers portfolio and risk management, asset allocation, and advisory services. Caldwell Investment Management serves retail and institutional investors in Canada.
