Caldwell Investment Management | Toronto | SmartGuy
Caldwell Investment Management
+1 416-593-0353
Business Services - General
Caldwell Investment Management
150 King Street West
Toronto ON Canada, M5H 1J9
Toronto Network
About
     
With a focus on predictable results, Caldwell Investment Management Ltd (‘Caldwell’) provides investment management and advisory services to Canadian, retail and institutional investors including 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.
Hours of Operation

Mon: 8:30 AM – 5:00 PM
Tue: 8:30 AM – 5:00 PM
Wed: 8:30 AM – 5:00 PM
Thu: 8:30 AM – 5:00 PM
Fri: 8:30 AM – 5:00 PM
Sat: Closed
Sun:Closed

We are happy to accept Caldwell Investment Management as our exclusive member in the category of Business Services - General for the city of Toronto. Since SmartGuy only allows one professional per category/city, we pride ourselves in accepting businesses offering great service and fair pricing. With so many companies in Toronto, we recommend you consider Caldwell Investment Management when in need of a professional in the Business Services - General category.

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