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Caldwell Securities Ltd.

Venture capital

Toronto · 35 people tracked

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Investment thesis

Caldwell Securities Ltd. is a Canadian wealth management and investment firm providing personalized investment solutions and professional investment management for families, individuals, corporations, trusts and foundations.

Invests inSector AgnosticCanadaToronto

Source: firm website, verified Aug 3, 2026.

HQ
Toronto, ON, CA
Instruments
Equity
Founded
1980

Team · 35 people

from the firm's website
Thomas S. Caldwell· Founder and Chairman

Founder and Chairman of Caldwell Securities; holds a B.Com. with Honours in Economics from McGill.

Alexander Hutchison· Investment Advisor
Brendan T.N. Caldwell· Director

Director at the firm; holds a B.Sc., M.A. and the CFA designation.

Celma Freitas· Investment Advisor & Executive Assistant
Cheryl Maloney· Investment Advisor & Certified Executor Advisor

Investment Advisor and Certified Executor Advisor; holds CPA, CMA and CEA designations.

Chris Coderre· Vice President & Investment Advisor
Dora Di Manno· Vice President & Investment Advisor
Elena Juan· Investment Advisor
James Caldwell· Vice President & Investment Advisor
Komal Chheda· Investment Advisor & Administrative Assistant
Liam Owen· Investment Advisor
Loraine Craig· Administrative Assistant
Morgan Pampe· Vice President Trading
Robert Allen· Vice President & Chief Compliance Officer
Sally Haldenby Haba· Vice President
Ted Flanagan· Investment Advisor
Terry Garcia· Investment Advisor

Investment Advisor holding CIM and MBA designations.

Varya Lapteva· Portfolio Manager, Investment Advisor & Executive Assistant
Vincent L. John· Vice President & Investment Advisor
Wendy Lockwood· Vice President
William Chin· Portfolio Manager

Frequently asked questions

What sectors does Caldwell Securities Ltd. focus on?
Caldwell Securities Ltd. focuses on Sector Agnostic.
Where is Caldwell Securities Ltd. located?
Caldwell Securities Ltd. is headquartered in Toronto, CA.

Media · Podcasts & interviews

from their channel

Stablecoins – The New Wave of Crypto: Tokenization

Caldwell Securities Ltd.

Economic Effects of the World Cup

Caldwell Securities Ltd.

The Economic Case for a West Coast Pipeline

Caldwell Securities Ltd.

CUSMA U.S. Fails to Renew Trade Pact

Caldwell Securities Ltd.

Winners in Trade Turbulence

Caldwell Securities Ltd.

Happy Canada Day! A win at FIFA. Let’s discuss what is going on in Canada.

Caldwell Securities Ltd.

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