Founded in 1980, Caldwell Securities Ltd. is the operating name for Caldwell Investment Management Ltd., a Canadian-based independent investment dealer. The firm prides itself on providing disciplined, value-oriented investment advice and wealth management solutions to a clientele of individuals, families, and institutions. Its core mission is to help clients achieve their financial goals through personalized service, professional expertise, and a commitment to integrity. In addition to wealth management, the company also offers investment banking services to emerging and mid-cap companies.

Founded in

Canada