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
Tell Me Something Good Tell Me Something Good
  • Blog
  • Market Insights
  • Podcasts
  • Thomas S. Caldwell, C.M.

    Chairman

    June 3, 2020

    The markets seem to be unaffected with this pandemic. What are your thoughts on the markets going forward?

  • Thomas S. Caldwell, C.M.

    Chairman

    May 27, 2020

    What do you think a post COVID-19 world will look like for investors?

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

    President and CEO

    May 27, 2020

    How are you positioning your clients’ portfolios now and going forward?

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

    President and CEO

    May 20, 2020

    What are your thoughts on stagflation?

  • Thomas S. Caldwell, C.M.

    Chairman

    May 20, 2020

    What do you think is important for investors at the present time?

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

    President and CEO

    May 15, 2020

    What is the challenge and opportunity of investing in these COVID-19 markets?

  • Thomas S. Caldwell, C.M.

    Chairman

    May 13, 2020

    How do we make money in volatile markets?

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

    President and CEO

    May 6, 2020

    What’s the most important investment lesson that you have learned during the COVID-19 pandemic?

  • Thomas S. Caldwell, C.M.

    Chairman

    May 6, 2020

    One of the issues with investing right now is that many investors don’t understand the products. What would you say to them?

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

    President and CEO

    April 29, 2020

    Are you implementing a different strategy with your clients’ portfolios, looking towards a post COVID-19 world?

  • Thomas S. Caldwell, C.M.

    Chairman

    April 29, 2020

    There is talk about slowly opening up our city, our province and our country from the COVID-19 stay at home quarantine. What are your thoughts on the post COVID-19 world?

  • Load More

    Choose Your Updates

    Partners in ProspectingSomething Good for the MonthWilliam's WeeklyChatting the ChartsTell Me Something Good - All Blog Updates1 Minute Podcast with Jennifer Radman

    Speakers

    • Brendan T.N. Caldwell, B.Sc., M.A., CFA
    • Denis Taillefer, CFA
    • Jennifer Radman, CFA
    • Justin Elliott, CFA
    • Morgan Pampe, MFIN, CFA
    • Thomas S. Caldwell, C.M.
    • William Chin, MBA

    Topics

    • travel
    • flying
    • Wholesalers
    • Top 50
    • Wealth Management
    • Jennifer Kuta
    • WP Canada
    • portfoliomanagement
    • portfoliomanager
    • caldwellinvestment
    • market
    • Investments
    • 2023
    • BLOOMBERG
    • COVID
    • University
    • vaccination
    • Omit Burnout
    • StockMarket
    • chipshortage
    • containershortage
    • supplychain
    • Competitive Advantage
    • Opportunity
    • England
    • Quantitative Investing
    • Artificial Intelligence
    • Extra Benefits
    • Current Book
    • Personal Growth
    • #Chairman
    • Russia
    • Supply Chain
    • Geopolitical
    • globalization
    • today
    • #Insights
    • Commentary
    • War
    • Ukraine
    • FINANCE
    • energy sector
    • CALDWELL INVESTMENT MANAGEMENT
    • INVESTMENT
    • environmental social and corporate governance
    • Meetings
    • Investing
    • Trade Wars
    • Inflation
    • China
    • Risk
    • Volatility
    • Prospecting
    • Interest rates
    • U.S.
    • Motivation
    • Portfolio Management
    • Canada
    • Stock Market
    • Discipline
    • COVID19
    • Goodreads
    • Analysis
    • Economy
    • Markets
    • Investment Success
    • Educating

    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
    • 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

    Disclaimer

    All audios recorded in Toronto, Canada on date specified. All comments presented are those of respective speakers. The comments provided in these audios are general in nature based on information available at the time of recording and should not be considered as comprehensive investment advice or an offer to buy and/or sell securities. Market conditions may change and Caldwell Investment Management Ltd. accepts no responsibility for individual investment decisions arising from reliance on the information presented.

    Want to hear something good?

    Sign up for updates

    Your Email