Check with seller Caldwell Investment Management Toronto

Published date: May 8, 2020
  • Location: 150 King Street West, Suite 1702, Toronto, Ontario, Canada

Caldwell Investment Management Ltd (‘Caldwell’) was established in 1990 and is a wholly-owned subsidiary of Caldwell Financial Ltd, a majority employee-owned firm. Caldwell is a portfolio manager and investment fund manager, and is registered in other provinces where it does business. Our portfolio and risk management services include discretionary investment management and asset allocation. We 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, our people are Caldwell’s most valuable asset. 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.

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