Find your path to Wendy
276 people in our graph share verified history with Wendy — schools, employers, funds. One of them is your warm intro.
Ray SharmaunlockedWendy: together at Caldwell Securities Ltd. (2025–2026)
Wendy: together at Caldwell Securities Ltd.
×6Wendy: together at Bank of Montreal
×4Wendy: together at York University
About
Wendy Lockwood is Vice President, Finance at Caldwell Securities Ltd. Her background is in accounting and financial management, with experience implementing enterprise-wide risk management, internal control, and governance frameworks, as well as process improvement initiatives.
Experience
- Caldwell Securities Ltd.Vice President, Financecurrent2000 — present
- Bank of MontrealSenior Officer - Commodity Derivatives1997 — 1999Toronto, Ontario, Canada
Skills & more
Team ManagementInvestments4Financial ReportingFinancial PlanningRisk ManagementAuditing
From Wendy's professional profile.
Colleagues at Caldwell Securities Ltd.
Alexander Hutchison
Investment Advisor at Caldwell Securities Ltd.
Alexander Stirpe
Investment Advisor at Caldwell Securities Ltd.
Andrew Scoon
Investment Advisor at Caldwell Securities Ltd.
Angela T. Stirpe
President & COO at Caldwell Securities Ltd.
Brandon De Assuncao
Investment Advisor at Caldwell Securities Ltd.
Brandon Hansen
Treasurer, Director – Independent at Indigenous Growth Fund
Brendan T.N. Caldwell
Director at Caldwell Securities Ltd.
Brian McCreery
Investment Advisor at Caldwell Securities Ltd.
Frequently asked questions
- Who is Wendy Lockwood?
- Wendy Lockwood is Vice President, Finance at Caldwell Securities Ltd. Her background is in accounting and financial management, with experience implementing enterprise-wide risk management, internal control, and governance frameworks, as well as process improvement initiatives.
- Where does Wendy Lockwood work?
- Wendy Lockwood is Vice President at Caldwell Securities Ltd..
- Where did Wendy Lockwood go to school?
- Wendy Lockwood studied at Seneca Polytechnic (Business Administration - Coop program); York University (Business/Managerial Economics).
Same school
Also attended Seneca Polytechnic28
Marcia DouglasExecutive Director at Bell FundAnca AlbuChief Operations Officer at QAI VenturesPowell TalverdiVice President, Technical Services and Construction at Allied Properties REITJoe LuInvestor at Leva CapitalDara NewtonCommunity at Leaders FundDeborah NaczynskiInvestor at SheBoot
+ 22 more
Also attended York University139
Ken TesliaFounding Partner, Chairman at Extreme Venture PartnersAdiam BerhaneAccounting Manager at QED InvestorsMark HatfieldInvestor at Ten ElevenTiffany EvelynInvestor at OMERS VenturesKeegan PintoPrincipal at ArcTern VenturesNathanielHead of Operations at BoxOne Ventures
+ 133 more
Shared employers
Also worked at Bank of Montreal79
AyshaAdvisor at Clear VenturesAdiam BerhaneAccounting Manager at QED InvestorsLindsay HamiltonInvestment Manager - Finance at Emerald Technology Ventures AgElena PavelCFO and Partner at Brightspark VenturesSteven LauFounder & CEO at WorldQuant VenturesS.K. LeeExecutive Coach at Roble Ventures
+ 73 more

























