Founded in 1990 as an investment management and advisory services provider serving Canadian, retail and institutional investors, including financial institutions, public and private pension funds, endowment funds, foundations, and private accounts, Caldwell Investment Management Ltd. has kept on thriving.
The firm originates investment vehicles with a view toward predictable results. They have portfolio and risk management services including discretionary investment management and asset allocation. Furthermore, the firm monitors portfolio compliance in accordance with investment mandates and regulatory requirements, and provides financial performance reporting to investors and clients.
Registered with the Ontario Securities Commission, its principal regulator, the firm is a portfolio manager and investment fund manager, and is registered in other provinces where it does business. Caldwell is also a wholly-owned subsidiary of Caldwell Financial Ltd, a majority employee-owned firm.
The team is committed to building the wealth of their investors, which is why they are more than happy to share their experienced thinking. To help their clients achieve their long-term goals, the firm combines a value-driven, research-backed approach to investing with active risk management, and a commitment to transparency and superior client service.
About CEO & President Brendan Caldwell
Brendan Caldwell is the President and CEO of Caldwell Investment. As a passionate leader, he strongly 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.
Caldwell believes that investing shouldn’t be led by your emotions, but he is clearly passionate about what stock markets have meant for the world. The CEO states that having an effective stock exchange is the single best mechanism the world has ever come up with for developing a middle class.
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(Disclaimer : We are not associated with Caldwell Investment Management)