1-800-256-2441 416-593-0353 funds@caldwellinvestment.com
  • A A
  • Contrast
Caldwell Investment Management Ltd.
  • Funds
    • Mutual Funds
      • Caldwell-Lazard CorePlus Infrastructure Fund
      • Caldwell Canadian Value Momentum Fund
      • Caldwell U.S. Dividend Advantage Fund
      • Caldwell North American Fund
      • Tactical Sovereign Bond Fund
    • Actively Managed ETFs
      • Caldwell U.S. Dividend Advantage Fund
    • Investment Corporations
      • Urbana Corporation
    • Monthly Highlights
    • Fund Commentaries
    • How to Invest – Fund Codes
    • Customized Portfolio Optimization
  • Media
    • Media Appearances
    • News Releases/Print Media
  • Regulatory
    • Fund Facts
    • Simplified Prospectus
    • Financial Statements & Management Reports of Fund Performance
    • Quarterly Portfolio Disclosures
    • Independent Review Committee
    • Proxy Voting
  • Tell Me Something Good
    • Blog
    • Market Insights
    • Podcasts
  • About
    • About Caldwell
    • Meet Our Team
  • Contact Us
  • Careers
Ready to invest?
  • Funds
    • Mutual Funds
      • Caldwell-Lazard CorePlus Infrastructure Fund
      • Caldwell Canadian Value Momentum Fund
      • Caldwell U.S. Dividend Advantage Fund
      • Caldwell North American Fund
      • Tactical Sovereign Bond Fund
    • Actively Managed ETFs
      • Caldwell U.S. Dividend Advantage Fund
    • Investment Corporations
      • Urbana Corporation
    • Monthly Highlights
    • Fund Commentaries
    • How to Invest – Fund Codes
    • Customized Portfolio Optimization
  • Media
    • Media Appearances
    • News Releases/Print Media
  • Regulatory
    • Fund Facts
    • Simplified Prospectus
    • Financial Statements & Management Reports of Fund Performance
    • Quarterly Portfolio Disclosures
    • Independent Review Committee
    • Proxy Voting
  • Tell Me Something Good
    • Blog
    • Market Insights
    • Podcasts
  • About
    • About Caldwell
    • Meet Our Team
  • Contact Us
  • Careers

Media Appearances

  • Denis Taillefer on BNN Bloomberg's Trading Day | February 20, 2026
  • Carney, Trump Progress & North American Equities | Episode #86 – February 5, 2026
  • Denis Taillefer on BNN Bloomberg's Trading Day | February 2, 2026
  • Justin Elliott on BNN Bloomberg's The Open | January 22, 2026
  • Justin Elliott on BNN Bloomberg's The Open | January 8, 2026
  • Venezuela, Greenland, Stock Markets & Everything Geo-Political | Episode #85 – January 8, 2026
  • Brendan Caldwell on BNN Bloomberg's Market Call | December 31, 2025
  • A Look Back on 2025 and Ahead to 2026 | Episode #84 – December 4, 2025
  • Denis Taillefer on BNN Bloomberg's The Close | December 2, 2025
  • Denis Taillefer on BNN Bloomberg's The Open | November 19, 2025
  • Justin Elliott on BNN Bloomberg's The Close | November 10, 2025
  • What Does “The Sound of Silence” Have to do With Our Economy? | Episode #82 – October 2, 2025
  • Federal Budget 2025 | Episode #83 – November 6, 2025
  • Denis Taillefer on BNN Bloomberg's The Open | November 3, 2025
  • Denis Taillefer on BNN Bloomberg's The Open | October 17, 2025
  • Justin Elliott on BNN Bloomberg's The Close | October 6, 2025
  • What Does “The Sound of Silence” Have to do With Our Economy? | Episode #82 – October 2, 2025
  • Brendan Caldwell on BNN Bloomberg's Market Call | September 22, 2025
  • Denis Taillefer on BNN Bloomberg's The Open | September 12, 2025
  • A Truthful Passionate Discussion on Canada, USA and Tariffs | Episode #81 – September 4, 2025
Older Entries »

Highlights and Commentaries

  • Monthly Highlights
  • Fund Commentaries

Latest Commentaries

  • January 2026 | Caldwell-Lazard CorePlus Infrastructure Fund Commentary
  • January 2026 | Caldwell Canadian Value Momentum Fund Commentary
  • January 2026 | Caldwell U.S. Dividend Advantage Fund Commentary
  • Fourth Quarter 2025 Commentary | Caldwell North American Fund Annual Commentary
  • Fourth Quarter 2025 Commentary | Tactical Sovereign Bond Fund

Funds

Mutual Funds

  • Caldwell-Lazard CorePlus Infrastructure Fund
  • Caldwell Canadian Value Momentum Fund
  • Caldwell U.S. Dividend Advantage Fund
  • Caldwell North American Fund (formerly Caldwell Balanced Fund)
  • Tactical Sovereign Bond Fund

 

Actively Managed ETFs

  • Caldwell U.S. Dividend Advantage Fund

Regulatory

  • Fund Facts
  • Simplified Prospectus
  • Financial Statements & Management Reports of Fund Performance
  • Quarterly Portfolio Disclosures
  • Independent Review Committee
  • Annual Information Form
  • Proxy Voting

Sign up for updates

150 King Street West,

Suite 1702, P.O. Box 47,

Toronto, ON M5H 1J9

Phone: 416-593-0353

Phone: 1-800-256-2441

funds@caldwellinvestment.com

Stay Connected:

  • LinkedIn
  • Twitter
  • Facebook
  • Youtube
  • Instagram
  • Yelp
  • Legal Disclaimer
  • Privacy Policy
  • Complaints Disclosure
  • Trade Matching Statement
  • Accessibility
  • Funds
  • Regulatory
  • Media
  • Tell Me Something Good
  • About
  • Contact Us
  • Careers

© 2026 Caldwell Financial Ltd. All rights reserved. Powered by New Design Group Inc

Want to hear something good?

Sign up for updates

Your Email