Caldwell Financial Ltd

Caldwell Financial Ltd, established in 1980 and based in Toronto, ON, is a majority employee-owned firm that specializes in independent wealth management strategies, investment solutions, and insurance products for a diverse clientele, including families, corporations, and foundations. Through its subsidiaries—Caldwell Investment Management Ltd, Caldwell Securities Ltd, and Caldwell Insurance Services Ltd—the firm offers personalized investment advice, active risk management, and a commitment to superior client service.

With over 30 years of experience, Caldwell Financial emphasizes the importance of trust and transparency in investment management. The firm’s founder, Thomas S. Caldwell, draws on more than 55 years in the industry to guide clients in making informed investment decisions, advocating for a disciplined and steady approach to investing.

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