A Glimpse at Caldwell Investment’s Road to Success


A Glimpse at Caldwell Investment’s Road to Success

Established in 1990, Caldwell Investment has been committed to providing 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. They originate investment vehicles with a view toward predictable results.


The firm offers portfolio and risk management services that include discretionary investment management and asset allocation. 


In addition, Caldwell Investments monitors portfolio compliance in accordance with investment mandates and regulatory requirements, and provides financial performance reporting to investors and clients. With their integrity and depth of experience, Caldwell takes pride in having their people as their most valuable asset. 

The Man Behind the Vision

President and CEO of Caldwell Investment Management Ltd. Brendan Caldwell says that investing should never be parochial. He also emphasizes how much he likes to go beyond the limit when searching for the right companies to fit his strategies. The rest of the Caldwell team looks at  the  whole portfolio, not in terms of having so much in Canada or the US, but where the best value opportunities are, regardless of what countries they are in. Learn more here. Be sure to visit this link to learn more.

Brendan Caldwell says investing shouldn’t be led by your emotions, but that doesn’t mean he isn’t passionate about what stock markets have meant for the world. He states that having an effective stock exchange is the single best mechanism the world has ever come up with for developing a middle class. Moreover, Caldwell Investments is proud to have top-notched mutual fund managers and are experts in stock markets. 


(Disclaimer : We are not associated with Caldwell Investment Management)