Tell Me Something Good

Welcome to “Tell Me Something Good”!

welcome

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 investment firm that provides investment management and advisory services to individual and institutional investors. Our goal is to offer differentiated investment strategies to our valued clients in order to help them achieve their financial goals through a combination of wealth creation and capital preservation. We call this “Thoughtful Investing.”

Why start a blog?

We pride ourselves on building strong client relationships – acting, in some cases, as a sounding board and dedicating our services as a resource to you and your team. We see the introduction of “Tell Me Something Good” as an extension of this approach and hope you will find additional value in our observations, thought pieces and insights.

What is in it for you?

We welcome and appreciate your feedback and hope this blog will be a forum for you to share your ideas and thoughts with us through the feedback tool.

Check out our first series “Partners in Prospecting”

Partners in Prospecting leverages our hands-on experience in the field, with a focus on helping advisors grow their client base and enhance sales. You can count on future posts in the series discussing how best to reconnect with prospects that have gone ‘cold’ and how best to develop your own unique value proposition. Part one of the series provides a crash-course on obtaining client testimonials. Click here to read.

ideas

What is next?

We will be updating our blog regularly, so please be sure to sign-up below to receive a notification when a new posting has been uploaded.


Investment involves risk, uncertainty and assumptions. The value of investments rise and fall and there is a risk you may not recoup the amount originally invested. Past performance is not a reliable indicator of future performance. 
The contents of this blog are the personal views of the author and not necessarily the views of Caldwell Investment Management Ltd. The views expressed, while based on current market conditions and information, they are subject to change without notice and as such, there can be no assurance that actual results will not differ materially from such expectations. The comments are an illustration of broader themes and intended to be for general information purposes only. 
Forward-looking statements are not guarantees of future results as they involve uncertainties and assumptions; there can be no assurance that actual results will not differ materially from expectations. 
The contents are provided as general in nature and should not be relied upon nor construed to be the rendering of specific tax, legal, accounting or professional investment advice. Readers should consult with their own accountants, lawyers and/or financial advisors for advice on their specific circumstances before taking any action. 
The information contained herein is from sources believed to be reliable, but accuracy cannot be guaranteed. No representations or warranty, expressed or implied is made by Caldwell Investment Management Ltd. or its affiliates.

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