Caldwell Securities
Caldwell Securities Ltd., founded in 1980, is a firm based in Oakville, ON, that specializes in providing independent and personalized wealth management strategies tailored for families, individuals, corporations, trusts, and foundations. With a commitment to innovative investment solutions and professional management, the firm strives to enhance the financial success of its clients through a client-centric approach.
As a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF), Caldwell Securities ensures that customer accounts are protected within specified limits, promoting a secure investment environment. The firm is dedicated to fostering financial literacy and providing insights through various media and educational initiatives led by Chairman Thomas S. Caldwell, C.M.
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