Brendan Caldwell, President and CEO of Caldwell Investment Management, appeared on BNN Bloomberg's Trading Day with Amber Kanwar, where he discussed his outlook on the TSX and the U.S. market. Watch Brendan's appearance here: https://lnkd.in/geADJDMB #TSX #Canada #Canadian #US #MarketOutlook #Markets #StockMarket
Caldwell Investment Management Ltd.
Financial Services
Toronto, Ontario 3,447 followers
Thoughtful Investing
About us
Established in 1990, Caldwell Investment Management Ltd (‘Caldwell’) provides investment management services to Canadian and international retail and institutional investors, including financial institutions, public and private pension funds, endowment funds, foundations and private family accounts. Caldwell originates and structures investment vehicles and provides portfolio and risk management services, including discretionary investment management and asset allocation services, monitors portfolios for compliance with investment mandates and regulatory compliance and provides reporting to investors and clients in, including financial performance and reporting for income tax purposes. The integrity and depth of experience of its people are Caldwell’s most valuable asset. Caldwell Investment Management Ltd. is registered as a portfolio manager and investment fund manager with the Ontario Securities Commission, its principal regulator and is also registered as a portfolio manager in other provinces where it does business. Caldwell is a wholly owned subsidiary of Caldwell Financial Ltd, a majority employee-owned firm. Caldwell Investment Management Ltd. is committed to the principles of employment equity and diversity. We are dedicated to removing barriers in the recruitment and selection processes. We encourage members of equity seeking groups, including people with disabilities, to apply. Should you require accommodation, we will take into account your accessibility requirements. If we call you for an interview or any selection process, please notify us about your accommodation needs. Visit our homepage at www.caldwellinvestment.com to learn more about us! Caldwell-Lazard CorePlus Infrastructure Fund, Caldwell Canadian Value Momentum Fund, Caldwell North American Fund, Tactical Sovereign Bond Fund, Caldwell U.S. Dividend Advantage Fund.
- Website
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http://www.caldwellinvestment.com
External link for Caldwell Investment Management Ltd.
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Toronto, Ontario
- Type
- Privately Held
- Founded
- 1990
- Specialties
- Mutual Funds, Investment Management, Investment Strategies, Financial Services, Investment, Caldwell-Lazard CorePlus Infrastructure, Canadian Value Momentum, U.S. Dividend Advantage, Caldwell North American, Tactical Sovereign Bond , Fund, and Funds
Locations
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Primary
150 King Street West
Suite 1702
Toronto, Ontario M5H1J9, CA
Employees at Caldwell Investment Management Ltd.
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Ann Harris
Member, Independent Review Committee (IRC) at Caldwell Investment Management Ltd.
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Jerry Beniuk FCPA, FCA
Member, Independent Review Committee at Caldwell Investment Management Ltd.
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Mitra Raghubir
A Business Process Manager with fifteen plus years of progressive experience in Mutual Funds & Financial Services
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Denis Taillefer, CFA
Senior Portfolio Manager
Updates
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It is going to be hard for Target to hit its full-year guidance – Justin Elliott, Portfolio Manager at Caldwell Investment Management, appeared on BNN Bloomberg with andrew bell where shared his outlook for some of the most popular low-cost retailers and says Costco still remains his favourite. Watch Justin’s appearance here: https://lnkd.in/gimcWpWc #Costco #COST #Target #TGT #TJXCompanies #TJX #ComfortSystems #FIX #Mar-kets #StockMarket #MarketOutlook
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Stay Tuned! – Justin Elliott, CFA will appear on BNN Bloomberg's Trading Day with Amber Kanwar today at 1pm (EDT).
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Standby! – Justin Elliott, CFA will appear on BNN Bloomberg's Trading Day with Amber Kanwar tomorrow at 1pm (EDT).
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Weighing the AI Opportunity in Utility Stocks - Denis Taillefer, CFA Taillefer, Senior Portfolio Manager at Caldwell Investment Management, appeared on BNN Bloomberg's Trading Day with Amber Kanwar. He discussed Hudbay minerals as well as where to find better value in AI growth, if not in the utility sector. Watch here: https://lnkd.in/gjcFM6rA
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Stay Tuned! – Denis Taillefer, CFA will appear on BNN Bloomberg's Trading Day with Amber Kanwar today at 1pm (EDT).
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Standby! – Denis Taillefer, CFA will appear on BNN Bloomberg's Trading Day with Amber Kanwar tomorrow at 1pm (EDT).
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Your #WednesdayWisdom word of the day – Faces #YourSuccessDictionary #ThomasSCaldwell #Wednesday #Wisdom #Inspiration #Success #SuccessDictionary
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“You miss 100% of the shots you don't take.” – Wayne Gretzky Dive into our curated world of inspiring reads, captivating podcasts, and iconic music moments that'll make your heart sing. Read, Watch & Listen. Reflect & Re-energize. This month we showcase videos and articles such as “‘Get Out!’: Jerry Seinfeld Is a Billionaire” on BNN Bloomberg, “Michael Howell & George Robertson on The Fed & Money Printing” by The Great Liquidity Debate, “Wayne Gretzky – 100m Sprint” and “Dunkin’ ‘The DunKings’ ft Ben Affleck, Matt Damon, Tom Brady, Jack Harlow, Jennifer Lopez, & Fat Joe” on YouTube as well as “‘On the Road Again’: Snoop And Matthew McConaughey – The Duo No One Knew They Needed” on Instagram Reels. Click here to read this month’s Something Good for the Month: https://lnkd.in/gtkczn9p
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Brendan Caldwell, President and CEO of Caldwell Investment Management, appeared on BNN Bloomberg's Market Call with andrew bell, where he discussed his outlook for the markets. He talked about his past picks, TJX Companies, Stryker, Granite REIT, as well as his top picks, which include Ares Management, and CME Group, and WW Grainger. Watch Brendan's appearance here: https://lnkd.in/gjqqmxfb #Canada #Canadian #MarketOutlook #Markets #StockMarkets #Economy #Equities