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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
  • Testmonials-Featured-Image Partners in Prospecting

    Do you want to know a secret? 5 Simple Steps to Creating Great Testimonials

    I worked with an Advisor that was great at getting referrals from clients and this kept his pipeline moderately full. He decided to invest in… More

    Posted: July 31, 2019
    Prospecting
  • Welcome-to-Tell-me-Something-Good phrase image Tell Me Something Good

    Welcome to “Tell Me Something Good”!

    This posting marks our inaugural entry into the world of blogging. Who we are Founded in 1990, Caldwell Investment Management Ltd. is a leading independent… More

    Posted: July 30, 2019
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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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