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Our Services

Wealth Management Simplified.

When it comes to investing, you need expert advice and personalized solutions that are tailored to your specific situation.

The knowledgeable Advisors at Caldwell Securities Ltd. will help you make the most of your money, with a plan that’s just for you. We live in a complex world, so our mission is simple: to help you navigate today’s financial landscape and successfully realize your financial goals.

How can we help you?

Portfolio Management

Managing a diverse, high-level portfolio takes skill, experience and the latest market intelligence. It also requires time. With decades of investment know-how, our dedicated Financial Advisors can work with you to develop and implement a customized investment plan—one that saves you time and achieves great results.

Registered Accounts

Education (RESP), Retirement (RRSP and RRIF), and Tax-Free Savings Accounts (TFSA) are basic, but effective, tools that help you build security and reach your long-term goals. Caldwell’s expert Advisors will ensure that you maximize these tax-saving options for maximum benefit to you and your loved ones.

Private Accounts

For some, private accounts are an essential part of wealth management. A dedicated Caldwell Securities Advisor will provide discreet, highly personalized service for your investing and other financial needs. Let the sound decision-makers at Caldwell handle your day-to-day money matters.

Talk to a Caldwell Securities Advisor today