The Caldwell Group of Companies, founded in 1980 by Thomas S. Caldwell, C.M., is an independent Canadian financial services entity. It operates primarily through its main subsidiaries: Caldwell Investment Management Ltd., which focuses on portfolio management and offers a family of mutual funds, and Caldwell Securities Ltd., an investment dealer and member of the Canadian Investment Regulatory Organization (CIRO). The group is dedicated to providing independent, client-focused investment advice and wealth management services to private clients, advisors, and institutions, emphasizing long-term growth and capital preservation.

Founded in

United States