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Caldwell Securities Ltd.

Venture capital

Toronto · 41 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 · 41 people

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

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

Alexander Stirpe· Investment Advisor
Andrew Scoon· 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 Assistantin
Cheryl Maloney· Investment Advisor & Certified Executor Advisor

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

Dora Di Manno· Vice President & Investment Advisor
Fraser Ruth· Investment Advisor
James Caldwell· Vice President & Investment Advisor
John R. Kinsey· Portfolio Manager
Liam Owen· Investment Advisor
Loraine Craig· Administrative Assistant
Morgan Pampe· Vice President Trading
Nicol MacNicol· Portfolio Managerin
Robert Goldberg· Investment Advisor
Robin Barstow· Investment Advisor
Sally Haldenby Haba· Vice President
Terry Garcia· Investment Advisor

Investment Advisor holding CIM and MBA designations.

Varya Lapteva· Portfolio Manager, Investment Advisor & Executive Assistant
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

Midterms and the Meaning for Investors

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Interest Rates and New Alliances: Fed, Trump, Carney, and the EU–Canada Moment

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Understanding the Canada-U.S. Trade Deficit with Facts

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Is Physical AI The Next Big Investment?

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What Do We Care About Most When It Comes To Canada?

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Canadian Bank Valuations

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