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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
The Most Important Event At Present and What it Means For The Future | Episode 30 – April 28, 2022
Inflation, Interest Rates, the War in Ukraine and COVID Ramping Up | Episode 29 – April 14, 2022
Zoomer Radio – Prime Time Money: Denis Taillefer | April 10, 2022
“The Big Con” For Investors
| Episode 28 - March 31, 2022
Brendan Caldwell on BNN Bloomberg with Paul Bagnell | March 30, 2022
Denis Taillefer on BNN Bloomberg’s The Close | March 25, 2022
Inflation is on the Top of Everyone’s Minds Now
| Episode 27 - March 17, 2022
Justin Elliott on BNN Bloomberg’s The Close | March 14, 2022
We Talk About Ukraine
| Episode 26 - March 3, 2022
Anxiety and Extremism in the World Today
| Episode 25 - February 17, 2022
Truckers in Ottawa and The Big “V” Word, “Volatility”
| Episode 24 - February 3, 2022
Thomas S. Caldwell interviewed by Maya Hojeij, Asharq Business News with Bloomberg | Quantitative Tightening Looms for Markets on Fed Pivot | January 31, 2022
Caldwell Canadian Value Momentum Fund
Justin Elliott on BNN Bloomberg’s The Close | January 21, 2022
What Will Happen if Interest Rates Go Up For Families and Canadian Households?
| Episode 23 - January 20, 2022
Empire Club of Canada Annual Investment Outlook 2022 with Chairman, Thomas S. Caldwell, C.M. | January 13th, 2022
How Will Inflation Affect Us?
| Episode 22 - January 6, 2022
Our Chairman's Year-End Message to Our Clients and Friends
| Episode 21 - December 23, 2021
Brendan Caldwell on BNN Bloomberg with Andrew Bell | December 21, 2021
It’s the First Week of December and We Have Two Questions...
| Episode 20 - December 9, 2021
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