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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
  • Something Good for the Month

    September 2021

    Fall season is exciting and full of contrasting colours. Take in what the season has to offer by enjoying warm sunny moments, snuggling through gloomy… More

    Posted: September 28, 2021
    EducatingGoodreads
  • William's Weekly Economic Recap

    The Week of September 6 – September 10, 2021

    William’s Weekly Economic Recap for the Week of September 6 – September 10, 2021 (view full recap as PDF)

    Posted: September 14, 2021
  • William's Weekly Economic Recap

    The Week of August 23 – August 27, 2021

    William’s Weekly Economic Recap for the Week of August 23 – August 27, 2021 (view full recap as PDF)

    Posted: August 30, 2021
  • Something Good for the Month

    August 2021

    Apple picking season has begun across Canada! These are our latest organic searched dessert picks. BBC | The farms being run from space Farming may… More

    Posted: August 30, 2021
    EducatingGoodreads
  • William's Weekly Economic Recap

    The Week of August 16 – August 20, 2021

    William’s Weekly Economic Recap for the Week of August 16 – August 20, 2021 (view full recap as PDF)

    Posted: August 23, 2021
  • Partners in Prospecting

    Call Me: Five Simple Steps for Obtaining Referrals

    The most streamlined source of new business is to develop opportunities with existing clients, including asking them for referrals. Most Advisors tell me they under-utilize… More

    Posted: August 18, 2021
    Prospecting
  • William's Weekly Economic Recap

    The Week of August 9 – August 13, 2021

    William’s Weekly Economic Recap for the Week of August 9 – August 13, 2021 (view full recap as PDF)

    Posted: August 17, 2021
  • William's Weekly Economic Recap

    The Week of August 2 – August 6, 2021

    William’s Weekly Economic Recap for the Week of August 2 – August 6, 2021 (view full recap as PDF)

    Posted: August 9, 2021
  • Something Good for the Month

    July 2021

    Our monthly compilation is packed and shipped (meaning published)! Enjoy the latest edition – the most interesting reads we found online in the month of… More

    Posted: August 4, 2021
    EducatingGoodreads
  • William's Weekly Economic Recap

    The Week of July 5 – July 9, 2021

    William’s Weekly Economic Recap for the Week of July 5 – July 9, 2021 (view full recap as PDF)

    Posted: July 14, 2021
  • Partners in Prospecting

    You’re the Top: The Value of Advice as Your Differentiator – How to Stand Out from the Crowd

    In all of the economics, business and marketing training I’ve been exposed to over the last twenty-five or so years, there is alarmingly little emphasis… More

    Posted: July 6, 2021
    Prospecting
  • Something Good for the Month

    June 2021

    Summer is in full swing, so we prepared a few scoops of fresh news for our monthly compilation of interesting reads to keep you cool… More

    Posted: June 29, 2021
    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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