Caldwell Securities Ltd.
Company

Caldwell Securities Ltd.

Financial Services Ca 63 employees
Employees
63
Contacts
2
Emails
2

Caldwell Securities Ltd. Overview

Headquarters
Ca
Industry
Financial Services
Employees
63
Founded
1980
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Caldwell Securities Ltd.

The original Caldwell company, Caldwell Securities Ltd. was founded in 1980 to provide investors with a new model for how their savings and portfolios should be looked after. Our corporate goal is to provide our clients with clear and unbiased advice to help them achieve their financial goals. To that end, Caldwell Securities Ltd. has only one type of client: The Investor. Caldwell Securities Ltd. is regulated by the Canadian Investment Regulatory Organization and is a member of the Canadian Investor Protection Fund. Caldwell Securities Ltd. is committed to the principles of employment equity and diversity. We are dedicated to removing barriers in the recruitment and selection processes. We encourage members of equity seeking groups, including people with disabilities, to apply. Should you require accommodation, we will take into account your accessibility requirements. If we call you for an interview or any selection process, please notify us about your accommodation needs. Visit our homepage at www.caldwellsecurities.com to learn more about us!

Caldwell Securities Ltd. Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage

Caldwell Securities Ltd. Org Chart

Sample employees and titles
Name Title Contact
Tony Ciero, Cfa, Cfp Vice President & Senior Portfolio
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Rick Wood, Cim®, Cfp® Builder, Coach, and Client Advocate
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Brian Mccreery President at Caldwell Insurance
Email
Jennifer Kuta Business Development Analyst
Email

Employees by Management Level

Executive 2 profiles
Individual contributor 2 profiles

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