Caldwell Investment Management Ltd.

Caldwell Investment Management Ltd, based in Toronto, has firmly established itself as a leading Canadian portfolio and investment fund manager since its inception in 1990. With over 30 years of expertise, Caldwell serves a diverse clientele that includes retail and institutional investors, financial institutions, pension funds, endowment funds, foundations, and private family accounts. The firm specializes in creating and managing various investment vehicles, offering a range of products including mutual funds and actively managed ETFs, such as the Caldwell-Lazard Core Plus Infrastructure Fund and the Caldwell Canadian Value Momentum Fund.

Caldwell prides itself on its team’s integrity and depth of experience, which it considers its most valuable asset. The company is registered with the Ontario Securities Commission and operates across multiple provinces, providing comprehensive portfolio management and risk assessment services. Additionally, Caldwell ensures adherence to regulatory guidelines, delivering transparent performance reporting to its clients. Their commitment to quality investment management makes Caldwell Investment Management a trustworthy partner for investors looking to enhance their financial growth.