Brendan T.N. Caldwell, B.Sc., M.A., CFA

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    March 25, 2020

    What do you mean by “Our business is not what people think it is”?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    March 3, 2020

    It has been a challenging time for the health of the world medically and financially. What are your thoughts regarding the Coronavirus and the stock market?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    February 25, 2020

    For Investment Advisors that have been helping clients for some period of time, what questions should they be asking themselves about how to build their business?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    January 28, 2020

    We’re already 3 weeks into 2020 & people have focused on their goals. What are you most excited about in 2020? What gives you the power to make a difference to your clients?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    January 16, 2020

    Please explain downside capture and why does it matter to investors?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    December 17, 2019

    You were just at an event and the discussion was facial expressions. Are facial expressions the pathway to your passion?