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Georgetown Office


67 Main Street South
Georgetown, ON L7G 3G2

T: (905) 877-8092 . 1-877-977-8092
F: (905) 877-4919

The Caldwell Financial Office in the old Downtown Georgetown core opened July 2, 2008.   Ted Flanagan and David Robart-Morgan felt that Caldwell’s approach to investing was as solid as the stone building at 67 Main St. that they chose to house their businesses.

They felt the approach that included full service brokerage, investing in stocks and bonds, estate planning and the full suite of Caldwell Investment Management products would be a hit with the people of Georgetown that lived here in 2008 and the thousands destined to come as the town develops.    Since then the office has thrived and the two have become part of the old Georgetown fabric.  The Caldwell office is a member of the Chamber of Commerce and is an active member of the Downtown Georgetown BIA.  Both Ted and David have participated in downtown events including Magic on Main at Christmas, The Rock and Roll Car show, The Downtown Georgetown Arts Day and many more.  Ted Flanagan and David Robart-Morgan have built a following to the Ted Flanagan Olde Fashioned Christmas Special.  The show is cast with local talent, business owners and politicians.  All are using their talents to entertain the local audience and raise money that has gone to local families in need at Christmas, a local kitchen, music scholarships at Georgetown District High School and Christ The King High School and also to Georgetown’s Cancer Assistance Services.


Feel free to set up an investment, life, critical illness or group insurance appointment during our hours or make a special appointment at your convenience.

Contact our Georgetown office