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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
Jennifer Radman on BNN Bloomberg’s Market Call | December 6, 2021
U.S. Thanksgiving and Our Government Policies
| Episode 19 - November 25, 2021
Remembrance Day Special
| Episode 18 - November 11, 2021
Our Chairman's Thoughts On Returning to Work in a Physical Workspace, Away From Home, Post COVID
| Episode 17 - October 28, 2021
Justin Elliott on BNN Bloomberg’s The Close | October 22, 2021
Denis Taillefer on BNN Bloomberg’s The Close | October 15, 2021
The Federal Government Has Hired a Quarter of a Million Employees to Deal With COVID Related Matters. What Does This Mean for Canadians? | Episode 16 – October 14, 2021
Geo-Political Issues are Happening Around the World
| Episode 15 - September 30, 2021
Where Canada is Going, Relative to Who Gets Elected
| Episode 14 - September 16, 2021
Justin Elliott on BNN Bloomberg’s The Close | September 3, 2021
How Do You Use Media to Speak to the Younger Generation?
| Episode 13 - September 2, 2021
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
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