Caldwell Investment Management Ltd. is a Toronto-based 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. The firm is a trusted partner among investors ever since it was established in 1990.
They originate investment vehicles with a view toward predictable results. Their portfolio and risk management services include discretionary investment management and asset allocation. Moreover, they monitor portfolio compliance in accordance with investment mandates and regulatory requirements, and provide financial performance reporting to investors and clients. With their integrity and depth of experience, their people are Caldwell’s most valuable asset.
Currently registered with the Ontario Securities Commission, its principal regulator, Caldwell Investment is a portfolio manager and investment fund manager, and is registered in other provinces where it does business. Furthermore, Caldwell is a wholly-owned subsidiary of Caldwell Financial Ltd, a majority employee-owned firm.The team is proud to bring experienced thinking to help you build your wealth. Click here to find out more.
Current President and CEO of Caldwell Investments
Brendan Caldwell is the current President and CEO of Caldwell Investment Management Ltd. 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 Investments firmly believes that investing shouldn’t be led by your emotions, but he is clearly passionate about what stock markets have meant for the world. He states 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 Toronto has top-notched mutual fund managers and are experts in stock markets.
(Disclaimer : We are not associated with Caldwell Investment Management)