Caldwell Financial Ltd

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Website
148 King St W
Toronto, ON M5X
+1 (416) 862-7755
https://www.caldwellfinancial.com

Caldwell Financial Ltd, established in 1980 and headquartered in Toronto, ON, is a majority employee-owned firm that specializes in personalized wealth management strategies, investment solutions, and insurance products for a diverse clientele, including families, corporations, and institutional investors. Through its subsidiaries—Caldwell Investment Management Ltd, Caldwell Securities Ltd, and Caldwell Insurance Services Ltd—the firm offers customized investment advice, discretionary management services, and a range of insurance products aimed at creating secure futures for individuals and businesses.

With over 30 years of experience, Caldwell Financial emphasizes a value-driven approach to investing, focusing on active risk management and superior client service. The firm’s founder, Thomas S. Caldwell, draws on more than 55 years of expertise to guide clients in making informed investment decisions, advocating for a disciplined and steady investment strategy that prioritizes long-term success over short-term gains.

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