1-800-256-2441 416-593-0353 funds@caldwellinvestment.com
  • A A
  • Contrast
Caldwell Investment Management Ltd.
  • Funds
    • Mutual Funds
      • Caldwell-Lazard CorePlus 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
Ready to invest?
  • Funds
    • Mutual Funds
      • Caldwell-Lazard CorePlus 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

Fund News

Caldwell U.S. Dividend Advantage Fund Announces Distributions for the Second Quarter of 2018

Posted on May 3, 2018

Caldwell U.S. Dividend Advantage Fund Announces Distributions for the First Quarter of 2018

Posted on January 8, 2018

The Globe and Mail: Six leading experts on how to invest right now | December 9, 2017

Posted on December 13, 2017

Caldwell U.S. Dividend Advantage Fund Announces Distributions for the Fourth Quarter of 2017

Posted on October 11, 2017

National Post: Are You Truly Diversified? | September 7, 2017

Posted on September 7, 2017

Caldwell Investment Management Ltd. announces risk rating changes

Posted on August 11, 2017

« Newer EntriesOlder Entries »

Fund Commentaries

  • No categories

Media Appearances

  • Brendan Caldwell on BNN Bloomberg’s The Close | July 4, 2024
  • Justin Elliott on BNN Bloomberg’s The Close | June 26, 2024
See all
Sign up for updates

150 King Street West,

Suite 1702, P.O. Box 47,

Toronto, ON M5H 1J9

Phone: 416-593-0353

Phone: 1-800-256-2441

funds@caldwellinvestment.com

Stay Connected:

  • LinkedIn
  • Twitter
  • Facebook
  • Youtube
  • Google +
  • Instagram
  • Yelp
  • Legal Disclaimer
  • Privacy Policy
  • Complaints Disclosure
  • Trade Matching Statement
  • Accessibility
  • Funds
  • Regulatory
  • Media
  • Tell Me Something Good
  • About
  • Contact Us
  • Careers

© 2025 Caldwell Financial Ltd. All rights reserved. Powered by New Design Group Inc

Want to hear something good?Sign up for updates
Your Email