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Ready to invest?
Funds
Mutual Funds
Caldwell-Lazard Core
Plus
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
Brendan Caldwell on BNN Bloomberg's Morning Market
| April 19, 2023
Silicon Valley Bank Collapse & Geo-Economics
| Episode 52 - April 6, 2023
Justin Elliott on BNN Bloomberg’s The Close | March 16, 2023
Denis Taillefer on BNN Bloomberg’s The Close | March 7, 2023
Geo Political Concerns & Economic/Market Perspective
| Episode 51 - March 2, 2023
Brendan Caldwell on BNN Bloomberg's Market Call
| March 1, 2023
Today's Talk is About Fear & Market Insights
| Episode 50 - February 2, 2023
Current State of Canadian Politics & the Economy
| Episode 49 - January 19, 2023
Empire Club of Canada Annual Investment Outlook 2023 with Chairman, Thomas S. Caldwell, C.M.
| January 12th, 2023
Justin Elliott on BNN Bloomberg’s The Close | January 6, 2023
The Reality of Negative Commentaries Last Year & Equity Markets for 2023
| Episode 48 - January 5, 2023
2022 – A Year in Review and a Look Ahead to 2023
| Episode 47 - December 22, 2022
Denis Taillefer on BNN Bloomberg’s The Close | December 9, 2022
What Exactly is an Inverted Yield Curve?
| Episode 46 - December 8, 2022
Tax Loss Selling & End of Year Stock Market Thoughts
| Episode 45 - November 24, 2022
Denis Taillefer on BNN Bloomberg’s The Close | November 15, 2022
U.S. Elections & the Effect on Stock Markets
| Episode 44 - November 10, 2022
Justin Elliott on BNN Bloomberg’s The Close | November 1, 2022
Zoomer Radio – Prime Time Money: Denis Taillefer | October 30, 2022
Brendan Caldwell on BNN Bloomberg’s Market Call | October 28, 2022
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