Financial Services
Toronto, Ontario, M5H 1J9
Caldwell Investment Management Ltd (‘Caldwell’) focuses on predictable results. The disciplined Caldwell team serves financial institutions, public and private pension funds, endowment funds, foundations, and private accounts. The Caldwell disciplined investment management and advisory services include risk management and asset allocation services tailored to investment mandates. Their team monitors investment restrictions (mandate specific and regulatory) and provides performance reporting. As a registered investment management company with the Ontario Securities Commission, its principal regulator, Caldwell is a wholly-owned subsidiary of Caldwell Financial Ltd, a majority employee-owned firm. Established in 1990, Caldwell Investment Management Ltd. is a registered portfolio manager and investment fund manager. They are also a registered portfolio manager in other provinces where it does business.
