Caldwell Investment

Caldwell Investment Management Ltd is appointed to provide custody, fund accounting, fund administration, registered trustee services, foreign exchange, transfer agency, and unit-holder recordkeeping services for its fund complex. Caldwell Investment Management Ltd. has managed significant financial assets for families, individuals, corporations, trusts, and foundations on a discretionary basis since 1980. Caldwell Investment Management also manages the Caldwell group of mutual funds for which capital preservation and growth are key goals. Registered with the Ontario Securities Commission, its principal regulator, Caldwell is a portfolio manager and investment fund manager and is registered in other provinces where it does business. With their integrity and depth of experience, the Caldwell team is the company’s most valuable asset.