Caldwell Financial was established by Thomas S. Caldwell in 1980. Since then, it has grown into a leading private financial services firm with four divisions and eight offices around the world. The Caldwell Group of companies offers a wide range of products and services and is comprised of: Caldwell Securities Ltd., Caldwell Investment Management Ltd., Caldwell Insurance Services Ltd. and Caldwell Asset Management Inc.

Our diverse firm prides itself on its client-centered philosophy, customer service, and as a great place to work. Since its inception, Caldwell Financial has been 100% employee-owned and all of its senior employees own a stake in the company. The company has been recognized globally for its local community support and international corporate philanthropy.

Caldwell Securities Ltd. is offering Tax Forms online for year 2009.

First, login - then click on "Tax Forms" (located on the header beside "Statements" and "Trade Confirmations") to access the "Sign Up" view.

Then follow the directions in the "Sign Up" view. It takes just 5 seconds.

Your access will be upgraded so that the next time you log in you will have access to the "Tax Forms" view and be able to view your 2009 forms online as they become available.

If you sign up before Dec 31 2009 you will "go green" by opting out of printed forms and you will receive an email when new forms have been added.