Caldwell Securities Ltd.

edit this listing
At Caldwell Securities, we believe preserving and growing your wealth is achieved through a personalized and flexible plan.This is accomplished through a clear understanding of our client’s goals and building long-term partnerships.With our head office in Toronto, our Oakville location allows us to bring the expertise of Bay Street to you. Vice President Chris Coderre has over 27 years of investment experience in Toronto and applies it daily to his clientele in his own community. You deserve to work with someone you can talk to and trust.


1464 Cornwall Road
Suite 5

OakvilleON
L6J 7W5

(905) 901-1892 (Voice)



Comments


Share a comment with your facebook friends

Customer Communication to


Enable Email link, Website link and Contact form. Without these links, customers must contact you by phone or going to your physical address.
Make it simple for customers to get in touch with you.

Keywords

Keywords: financial advisor, investment advisor, finances, investments, investor, investment manager, wealth management, securities, stocks, bonds, RRSP, fund, retirement, retirement planning, equities, stocks, stock market, portfolio, portfolio manager, wealth, insurance, insurance management, life insurance, financial, advisor, Bay Street, experience, stock exchange, currency, exchange, advisor, Caldwell Securities, Caldwell Investment Management, Caldwell Insurance, mortgage fund, private equity, hedge fund, active management, ETFs, succession planning, estate planning, trust fund, foundation, endowment, inheritance, fee based, discretionary investment management, fee based investment management, robo advisor alternative
Primary category: All Other Financial Investment Activities (52399)
Secondary category: Investment Advice (52393)
Number of employees: 20 to 49