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Caldwell Investment Management Ltd.
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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
  • William's Weekly Economic Recap

    The Week of September 8 – 11, 2020

    William’s Weekly Economic Recap for the Week of September 8 – 11, 2020 (view full recap as PDF)

    Posted: September 14, 2020
  • William's Weekly Economic Recap

    The Week of August 31 – September 4, 2020

    William’s Weekly Economic Recap for the Week of August 31 – September 4, 2020 (view full recap as PDF)

    Posted: September 8, 2020
  • Something Good for the Month

    August 2020

    With this summer coming to an end we continue to experience this new normal. Below is our selection of the most interesting links for the… More

    Posted: September 2, 2020
    EducatingGoodreads
  • William's Weekly Economic Recap

    The Week of August 24 – August 28, 2020

    William’s Weekly Economic Recap for the Week of August 24 – August 28, 2020 (view full recap as PDF)

    Posted: August 31, 2020
  • William's Weekly Economic Recap

    The Week of August 17 – August 21, 2020

    William’s Weekly Economic Recap for the Week of August 17 – August 21, 2020 (view full recap as PDF)

    Posted: August 24, 2020
  • Partners in Prospecting

    How to Create a Meaningful Client Survey – Tell Me Why

    I believe in the value and importance in obtaining a pulse on existing clients and communication is paramount in solidifying the relationship. The disruption created… More

    Posted: August 18, 2020
    Prospecting
  • William's Weekly Economic Recap

    The Week of August 10 – August 14, 2020

    William’s Weekly Economic Recap for the Week of August 10 – August 14, 2020 (view full recap as PDF)

    Posted: August 17, 2020
  • William's Weekly Economic Recap

    The Week of August 3 – August 7, 2020

    William’s Weekly Economic Recap for the Week of August 3 – August 7, 2020 (view full recap as PDF)

    Posted: August 10, 2020
  • Something Good for the Month of July Something Good for the Month

    July 2020

    It is the middle of summer and we are busy as a bee looking for the most interesting stories for the month of July. We… More

    Posted: July 28, 2020
    EducatingGoodreads
  • William's Weekly Economic Recap

    The Week of July 13 – July 17, 2020

    William’s Weekly Economic Recap for the Week of July 13 – July 17, 2020 (view full recap as PDF) Please note: due to upcoming vacations,… More

    Posted: July 20, 2020
  • William's Weekly Economic Recap

    The Week of July 6 – July 10, 2020

    William’s Weekly Economic Recap for the Week of July 6 – July 10, 2020 (view full recap as PDF)

    Posted: July 13, 2020
  • Something Good for the Month

    June 2020

    We’ve put together our favourite links to read for the month of June. We hope you enjoy them as much as we did. Advisoranalyst.com |… More

    Posted: July 6, 2020
    EducatingGoodreads
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  • William's Weekly Economic Recap

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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

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