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Caldwell Investments

category Financial Services
phone 416-862-7755


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address Address

150 King Street West Suite 1710
location Place : PO Box 47
city City : Toronto
state State : Ontario
country Country : Canada
atmail Email :
web Website : Visit
details Company details
With a focus on predictable results, Caldwell Investment Management Ltd (‘Caldwell’) provides 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. Our disciplined investment management and advisory services include risk management and asset allocation services tailored to investment mandates. We monitor investment restrictions (mandate specific and regulatory) and provide performance reporting. With their integrity and depth of skill and knowledge, our people are our most valuable asset.Established in 1990, Caldwell 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.
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