0 Community Reach • Toronto, Ontario, CA
https://wealthmanagementcanada.com/company-archive/caldwell-investment-management-ltd/ • caldwell_investment 0
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.Caldwell originates investment vehicles with a view toward predictable results. 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. Registered with the Ontario Securities Commission, its principal regulator, Caldwell is a portfolio manager and investment fund manager, and is registered in other provinces where it does business. Established in 1990, Caldwell is a wholly owned subsidiary of Caldwell Financial Ltd, a majority employee-owned firm.
Forgot email, username, or password? Click here.
Need an account? Sign up.
Join a community of 200k+ influencers, creators, businesses, and experts. Connect to, learn from, and collaborate with the best in the influencer economy.
By signing up, you agree to our Terms of Service and our Privacy Policy.
Already have an account? Sign in.
Click the button below to login or create a free account.
There is so much more you can do for free just by signing up.
Claim your profile and join nearly 200K influencers, creators, businesses and experts in the industry. Members can contact each other, get access to advanced search tools, see detailed audience demographics, and much more.