Our team manages assets on a discretionary basis for wealthy individuals, private and public corporations, not-for-profit organizations, insurance companies, associations and public and private foundations on a segregated basis and provides investment management services to mutual funds and pooled funds. For clients of our managed accounts that use Caldwell Securities Ltd. to handle their trading, all record-keeping, reporting and safe-keeping are provided at no extra cost.

Our mutual funds are offered by prospectus through Caldwell Securities Ltd. and other authorized dealers throughout Canada.

Our Pooled Fund investment vehicles are made available to accredited investors through an offering memorandum. Caldwell Investment Management also provides investment management services to third party mutual funds and limited partnerships.