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Caldwell Financial Congratulates Its Founder

Toronto, Ontario – Friday, October 31, 2014 – The Directors and staff of Caldwell Financial Ltd. would like to congratulate our Founder and Chairman, Thomas S. Caldwell, C.M., on his induction into the IIAC Investment Industry Hall of Fame.

Mr. Caldwell has been the independent voice for entrepreneurs, the investment industry and the individual investor for 50 years.

Caldwell Financial Ltd., through its wholly-owned subsidiaries Caldwell Securities Ltd., Caldwell Investment Management Ltd. and Caldwell Insurance Services Ltd., has managed significant financial assets for families, individuals, corporations, trusts and foundations since 1980.

Over the years, our clients have relied upon our achieving their specific financial goals within the context of capital preservation. We understand that trust must be earned on an ongoing basis.

In order to reduce long-term risk, our investment style is based upon equity investments in major corporations and debt instruments comprised solely of government bonds and treasury notes.

Our broad investment, insurance, family office, financial planning, estate and foundation management services are based on having highly qualified professionals working on a “client first” basis.

Caldwell Securities Ltd.
Regulated by Investment Industry Regulatory Organization of Canada and Member of Canadian Investor Protection Fund

Caldwell Investment Management Ltd.

Caldwell Insurance Services Ltd.

Urbana Corporation (Listed: TMX & CSE, URB & URB.A)

Please contact Elizabeth Naumovski, Vice President Marketing for further information.

Net Assets per share
as of June 7, 2024
$4.74 -0.04 (-0.84%)
$5.50 -0.02 (-0.36%)