Caldwell Investment Management Ltd. offers top-notch investment management and advisory services among Canadian, retail and institutional investors, including financial institutions, public and private pension funds, endowment funds, foundations, and private accounts. The team of experts originates investment vehicles with a view toward predictable results. Further, they have a portfolio and risk management service that include discretionary investment management and asset allocation.
The team is proud to have a team of experts who monitor portfolio compliance in accordance with investment mandates and regulatory requirements, and provide financial performance reporting to investors and clients. Through their integrity and depth of experience, Caldwell states that their people are their most valuable asset.
The firm was founded in 1990 as a wholly-owned subsidiary of Caldwell Financial Ltd., a majority employee-owned firm. The team of experts is committed to preserving and growing your wealth through a personalized, customized and flexible plan defined by their heritage of fostering deep and enduring long-term partnerships. Find out more when you visit this link.
Caldwell is presently registered with their principal regulator, the Ontario Securities Commission. Furtherm, they are also registered in other provinces where it does business.
Who is Brendan Caldwell?
As the current president and CEO of Caldwell Investment Management Ltd., Brendan Caldwell is very passionate about what he does for his firm and their clients. He firmly believes that investing should never be parochial. He likes to go beyond the limit when searching for the right companies to fit his strategies. They look at the whole portfolio, not in terms of having so much in Canada or the US, but where are the best value opportunities, regardless of what countries they are in.
Brendan Caldwell states that investing shouldn’t be led by your emotions, though he is clearly passionate about what stock markets have meant for the world. Caldwell believes that having an effective stock exchange is the single best mechanism the world has ever come up with for developing a middle class. Caldwell Investment Management has well-versed mutual fund managers and experts in stock markets.
(Disclaimer : We are not associated with Caldwell Investment Management)