Caldwell Investment Management Toronto

Established in 1990, Caldwell Investment Management Ltd is a wholly-owned subsidiary of Caldwell Financial Ltd, a majority employee-owned firm. Registered with the Ontario Securities Commission, our principal regulator, Caldwell Investment Management Ltd. is a registered portfolio manager and investment fund manager, and a registered portfolio manager in other provinces where it does business. Our team manages assets on a discretionary basis for wealthy individuals, private and public corporations, not-for-profit organizations, insurance companies, associations, and public and private foundations on a segregated basis and provides investment management services to mutual funds and pooled funds.