Robert Caldwell

Robert Caldwell Email and Phone Number

Investment and Wealth Management Professional @ Richardson Wealth
ontario, canada
Robert Caldwell's Location
Kitchener, Ontario, Canada, Canada
Robert Caldwell's Contact Details

Robert Caldwell work email

Robert Caldwell personal email

n/a
About Robert Caldwell

Robert Caldwell has been a leader in the Kitchener-Waterloo investment community for more than 40 years. His career began with Davidson Partners before he started his own firm in Waterloo region, Robert Caldwell Capital Corporation, which he led for twelve years.In 2003, Robert joined a predecessor firm of Richardson GMP as Managing Director, and has remained with the firm ever since. He has been extremely active as a Director and Chairman of industry associations, committees and advisory boards, most of them related to the Investment Dealers’ Association of Canada (IDA) — a predecessor to the Investment Industry Regulatory Organization of Canada (IIROC). Robert has also been a corporate director of several local businesses, including Brick Brewing Co. and Kitchener Wilmot Hydro. Robert is active in the University of Waterloo Board and Foundation, the Wilfrid Laurier University School of Business and Economics, the Rotary Club, United Way, and the prestigious C.D. Howe Research Institute, among many other organizations. In 1988, he was recognized as a Paul Harris Fellow by Rotary International and, in 2002, named Honorary Senior Fellow of Renison College, affiliated with the University of Waterloo. Robert studied Political Science and Economics at the University of Toronto and was a part-time lecturer in Investment Economics at the University of Waterloo.

Robert Caldwell's Current Company Details
Richardson Wealth

Richardson Wealth

View
Investment and Wealth Management Professional
ontario, canada
Employees:
758
Robert Caldwell Work Experience Details
  • Richardson Wealth
    Associate, Business Development
    Richardson Wealth Jan 2023 - Present
  • Richardson Wealth
    Investment Advisor
    Richardson Wealth Jan 2003 - Present
    Kitchener, Canada Area
    Full service boutique financial services firm offering innovative, insightful and practical wealth management advice, resources and services.
  • Marsh Canada Limited
    Member Of The Advisory Board
    Marsh Canada Limited Jan 1998 - Jan 2011
    Toronto, Canada Area
    Marsh is a global leader in insurance broking and risk management. Marsh helps clients succeed by defining, designing, and delivering innovative industry-specific solutions that help them effectively manage risk. Marsh’s approximately 30,000 colleagues work together to serve clients in more than 130 countries.
  • Ccc Investment Banking
    Member Of The Advisory Board
    Ccc Investment Banking 2003 - 2008
    Toronto, Canada Area
    CCC is one of Canada’s leading national, independent, mid-market investment banking firm, serving clients from offices in Toronto and Vancouver.
  • Robert Caldwell Capital Corporation
    Chairman, President & Ceo
    Robert Caldwell Capital Corporation Feb 1990 - Dec 2002
    Kitchener, Canada Area
    Full service boutique financial services firm with over 30 employees and a history of working closely with members of the Kitchener-Waterloo community.
  • Brick Brewing Co Limited
    Director
    Brick Brewing Co Limited 1990 - 1995
    Waterloo, On
    The Brick Brewing Co has a rich history in the beer and beverage industry in Canada. Our Formosa brewery opened three years after Confederation in 1870 and is home to a fabled spring water source at the base of the Canadian Shield. Our Seagram coolers share their history with a distillery of the same name that was founded in Waterloo, Ontario in 1848. Brick Brewing Co. Limited was itself formally founded in 1984 and is considered to be Ontario’s original craft brewery.
  • Davidson Partners Limited, Investment Dealers
    Vice President And Director
    Davidson Partners Limited, Investment Dealers Jan 1978 - Jan 1988
    Kitchener, Canada Area

Robert Caldwell Skills

Investments Wealth Management Financial Advisory Investment Banking Risk Management Management Financial Risk Portfolio Management Equities Asset Management

Frequently Asked Questions about Robert Caldwell

What company does Robert Caldwell work for?

Robert Caldwell works for Richardson Wealth

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

Robert Caldwell's current role is Investment and Wealth Management Professional.

What is Robert Caldwell's email address?

Robert Caldwell's email address is ro****@****gmp.com

What skills is Robert Caldwell known for?

Robert Caldwell has skills like Investments, Wealth Management, Financial Advisory, Investment Banking, Risk Management, Management, Financial Risk, Portfolio Management, Equities, Asset Management.

Not the Robert Caldwell you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.