Michael Caldwell

Michael Caldwell Email and Phone Number

Wealth Advisor @ Caldwell Wealth & Estate Advisory Ltd.
kingston, ontario, canada
Michael Caldwell's Location
Kingston, Ontario, Canada, Canada
Michael Caldwell's Contact Details

Michael Caldwell work email

Michael Caldwell personal email

About Michael Caldwell

Michael Caldwell is a Wealth Advisor at Caldwell Wealth & Estate Advisory Ltd.. He possess expertise in retirement planning, financial planners, retirement, investments, insurance and 27 more skills.

Michael Caldwell's Current Company Details
Caldwell Wealth & Estate Advisory Ltd.

Caldwell Wealth & Estate Advisory Ltd.

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Wealth Advisor
kingston, ontario, canada
Website:
caldwelladvisory.ca
Employees:
9
Michael Caldwell Work Experience Details
  • Caldwell Wealth & Estate Advisory Ltd.
    Ceo
    Caldwell Wealth & Estate Advisory Ltd. Jan 2019 - Present
    102 - 4 Cataraqui St, Kingston, On
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  • Caldwell Wealth & Estate Advisory Ltd.
    Ceo And Founder
    Caldwell Wealth & Estate Advisory Ltd. Jan 2019 - Present
    The Woolen Mill, 102 - 4 Cataraqui St., Kingston, On.
    Our team is continues to grow. At the Woolen Mill since 2010. Find out more about us by visiting our team on-line at caldwelladvisory.ca or we would be happy to meet you in person.
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  • The Donor Motivation Program™ Canada
    Planned Giving Consultant
    The Donor Motivation Program™ Canada Jan 2017 - Dec 2019
    Eastern Ontario
    View
  • London Life
    Financial Planner
    London Life Aug 1996 - Oct 2010
    Kingston, On
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  • Cibc
    Bank Manager
    Cibc Mar 1971 - Jun 1987
    Eastern Ontario
    Worked in various capacities in towns and cities throughout eastern Ontario. Manager at offices from 5 staff to 40. Great training for current position.
    View

Michael Caldwell Skills

Retirement Planning Financial Planners Retirement Investments Insurance Wealth Wealth Accumulation Estate Planning Wealth Management Mutual Funds Disability Insurance Critical Illness Life Insurance Financial Advisory Investment Strategies Investment Advisory High Net Worth Individuals Financial Planning Pensions Fixed Annuities Segregated Funds Small Business Term Life Insurance Long Term Care Strategic Financial Planning Rrsp Employee Benefits Risk Management Asset Allocation Clu Planned Giving Public Speaking

Frequently Asked Questions about Michael Caldwell

What company does Michael Caldwell work for?

Michael Caldwell works for Caldwell Wealth & Estate Advisory Ltd.

What is Michael Caldwell's role at the current company?

Michael Caldwell's current role is Wealth Advisor.

What is Michael Caldwell's email address?

Michael Caldwell's email address is rm****@****ail.com

What skills is Michael Caldwell known for?

Michael Caldwell has skills like Retirement Planning, Financial Planners, Retirement, Investments, Insurance, Wealth, Wealth Accumulation, Estate Planning, Wealth Management, Mutual Funds, Disability Insurance, Critical Illness.

Who are Michael Caldwell's colleagues?

Michael Caldwell's colleagues are Andrew Fowler, Josef Riha, Galen Nuttall, M.ed, Cfp, Dan Lambert, Bba, Cfp®, Cim®, Fcsi®, Corrie A. Westendorp, Rick Tomalty, Cfp, Clu, Heather Mcinnis Jardine.

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