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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
Roy Green Show: Thomas Caldwell | July 11, 2020
Fraudsters & Scammers
| Episode 7.0 - July 8, 2020
What Should We Look For in the New World to Come?
| Episode 6.0 - June 24, 2020
Inflation and Deflation & Small Business Survival
| Episode 5.0 - June 10, 2020
Canadian Dollar Versus U.S. Dollar
| Episode 4.0 - May 27, 2020
Empire Club of Canada – Making Money in Today’s Market | May 13, 2020
Roy Green Show: Thomas Caldwell | May 9, 2020
Brendan Caldwell on BNN Bloomberg with Amanda Lang | April 30, 2020
Post COVID-19 Markets & The Economy
| Episode 3.0 - April 29, 2020
Investing & Retirement Investments
| Episode 2.0 - April 15, 2020
Roy Green Show: Thomas Caldwell | April 11, 2020
Covid-19 Market Update Pilot | Episode 1.0 – March 26, 2020
Roy Green Show: Thomas Caldwell | March 15, 2020
Roy Green Show: Thomas Caldwell | February 29, 2020
Roy Green Show: Thomas Caldwell | February 1, 2020
BNN Bloomberg: Market Call with William Chin | January 21, 2020
Roy Green Show: Thomas Caldwell | January 18, 2020
BNN Bloomberg: Market Call with Jennifer Radman | January 9, 2020
Finance is Personal with Jackie Sanz – Part 2 | June 1, 2019
Finance is Personal with Jackie Sanz | May 11, 2019
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