Caldwell Securities Ltd.
Financial Services
Ca
63 employees
- Employees
- 63
- Contacts
- 2
- Emails
- 2
Caldwell Securities Ltd. Overview
- Headquarters
- Ca
- Website
- www.caldwellsecurities.com
- Industry
- Financial Services
- Employees
- 63
- Founded
- 1980
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Tony Ciero, Cfa, Cfp | Vice President & Senior Portfolio | Markham, Ontario, Canada |
View
|
| Rick Wood, Cim®, Cfp® | Builder, Coach, and Client Advocate |
View
|
|
| Brian Mccreery | President at Caldwell Insurance | Toronto, Ontario, Canada |
Email
|
| Jennifer Kuta | Business Development Analyst | Toronto, Ontario, Canada |
Email
|
Employees by Management Level
Executive
2 profiles
Individual contributor
2 profiles
Compare Similar Companies to Caldwell Securities Ltd.
BMO Capital Markets
Investment Banking
Raymond James Ltd.
Financial Services
Mawer Investment Management
Financial Services
Caldwell
Business Consulting And Services
Burgundy Asset Management Ltd.
Investment Management
Canoe Financial
Investment Management
Investa Insights
Investment Management
Blackleaf Capital
Non-Profit Organizations
Caldwell Investment Management Ltd.
Financial Services
Urbana Corporation
Financial Services