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Professional Services
Toronto, Ontario, M5H 1J9
With a focus on predictable results, Caldwell Investment Management Ltd (‘Caldwell’) provides investment management services consistent with the needs of Canadian and international retail and institutional investors. The disciplined Caldwell team serves financial institutions, public and private pension funds, endowment funds, foundations, and private accounts.
Our disciplined investment management and advisory services include risk management and asset allocation services tailored to investment mandates. We monitor investment restrictions (mandate specific and regulatory) and provide performance reporting. With their integrity and depth of skill and knowledge, our people are our most valuable asset.
Established in 1990, Caldwell is a wholly owned subsidiary of Caldwell Financial Ltd, a majority employee-owned firm. Registered with the Ontario Securities Commission, our principal regulator, Caldwell Investment Management Ltd. is a registered portfolio manager and investment fund manager, and a registered portfolio manager in other provinces where it does business.
