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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
Events That Occurred In Afghanistan and Canadian Election
| Episode 12 - August 19, 2021
Denis Taillefer on BNN Bloomberg’s The Close | July 28, 2021
HiFi Radio with “The Wolf on Bay Street” Wolfgang Klein: Jennifer Radman | July 24, 2021
Inflation, Delta Variant and Borders
| Episode 10 - July 22, 2021
Meme Stocks and FOMO
| Episode 9 - July 8, 2021
Is Inflation Going To Be Temporary Or Permanent In Our Lives?
| Episode 8 - June 24, 2021
Justin Elliott on BNN Bloomberg’s The Close | June 22, 2021
Jennifer Radman on BNN Bloomberg’s Market Call | June 14, 2021
Is the Pandemic Battle Over and Where To From Here?
| Episode 7 - June 10, 2021
It's Been 14 Months In Since COVID-19 Began, Our Chairman Shares What He Has Learned Throughout His Time
| Episode 6 - May 27, 2021
Colonial Pipeline Cyber-Attack In The United States and Energy
| Episode 5 - May 13, 2021
Brendan Caldwell on BNN Bloomberg with Andrew Bell | May 3, 2021
"Just Hang Up!"
| Episode 4 - April 29, 2021
Discussing Capital Gains Tax to the Homes of Canadians
| Episode 3 - April 15, 2021
The Confusion Regarding Which App to Use For Investing and Markets Are Great Educators of Humility
| Episode 2 - April 1, 2021
Insights… with Thomas S. Caldwell, C.M. Pilot
| Episode 1 - March 18, 2021
Almost 1 Year of COVID-19 & March and Markets
| Episode 24.0 - March 4, 2021
Jennifer Radman on BNN Bloomberg’s Market Call with Andrew Bell | February 22, 2021
Movement in Industries & “Bull Markets Climb a Wall of Worry”
| Episode 23.0 - February 18, 2021
WallStreetBets and GameStop
| Episode 22.0 - February 4, 2021
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