Caldwell Securities Ltd.

Toronto, ON
Multi-StageCVCA Member Directory 2026

Investment Thesis

Caldwell Securities Ltd. is a diversified investment company founded in 1980 providing independent, personalized wealth management and investment solutions across North America. The firm is committed to employment equity and diversity, with investment success grounded in rigorous idea evaluation and professional portfolio management for families, individuals, corporations, trusts and foundations.

Focus Areas

Investment Stage
Multi-Stage
Sectors
Diversified

Investment Signals

GeographyNorth America
ProvincesON
Impact MandateYes

AUM & Sources

N/A
Assets under management (estimated)
Sources
No public sources found.
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