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We are Wealth Managers. Preserving your wealth and helping it grow.


Our Firm

Caldwell is a leading ​wealth management firm that has been providing innovative solutions to meet the requirements of individual and institutional investors for over 30 years.

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Our Team

We provide our clients with a holistic approach to wealth management that integrates your wealth goals with a sophisticated investment strategy. This means understanding that you are unique and that your financial goals require tailored solutions.

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Thomas S. Caldwell
Founder and Chairman
Thomas S. Caldwell graduated from McGill University in 1965, and has been actively involved in the investment industry since that time. Mr. Caldwell is Chairman of Caldwell Securities Ltd., an organization founded in 1980. Caldwell Securities Ltd. is a...
David Bentley-Taylor
Mr. Bentley-Taylor is a highly experienced Investment Advisor and has been associated with Caldwell Securities Ltd. since 1996.  During this time he has held senior positions in both the trading and investment advisory divisions. Mr. Bentley-Taylor...
Brendan Caldwell
Executive Vice President & Director
Brendan Caldwell is the President & CEO of Caldwell Investment Management Ltd (“CIM”). The mutual funds for which Brendan acted as lead portfolio manager have won five Lipper Awards for Caldwell Investment Management in recent...
Angela T. Stirpe
Director, Chief Financial Officer, Chief Compliance Officer
Angela T. Stirpe is Director, Chief Financial Officer and Chief Compliance Officer of Caldwell Securities Ltd.  She is also President of Caldwell Financial Ltd. the holding company for Caldwell Securities Ltd. & Caldwell Investment Management....

Wealth Management

Our wealth management solutions are designed to meet the goals and needs of families, individuals and business across Canada by providing you with services you can rely on from advisors you trust.

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