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Caldwell Investment Management Ltd.

Caldwell Investment Management Ltd (‘Caldwell’) provides investment management and advisory
services to Canadian, retail and institutional investors, including financial institutions, public and private
pension funds, endowment funds, foundations, and private accounts.
Our disciplined investment management and advisory services include risk management and asset
allocation services tailored to investment mandates. We monitor investment restrictions (mandate
specific and regulatory) and provide performance reporting. With their integrity and depth of skill and
knowledge, our people are our most valuable asset.
Registered with the Ontario Securities Commission, its principal regulator, Caldwell is a portfolio manager
and investment fund manager, and is registered in other provinces where it does business. Established
in 1990, Caldwell is a wholly owned subsidiary of Caldwell Financial Ltd, a majority employee-owned firm.
Visit our homepage at Caldwell Investment Management to learn more about us:
Caldwell Canadian Value Momentum Fund, Caldwell Balanced Fund, Tactical Sovereign Bond Fund,
Caldwell U.S. Dividend Advantage Fund.