Caldwell Securities Ltd

Q: What is Caldwell Securities Ltd's company size?

Caldwell securities ltd has 51 - 200 people working.

Financial Services

Specialities :

Investment advisors

Advice

Rrsp

Rrif

Lif

+13

Revenue

11M - 100M

Total Funding

Size

51 - 200

About Us

The original Caldwell company, Caldwell Securities Ltd. was founded in 1980 to provide investors with a new model for how their savings and portfolios should be looked after. Our corporate goal is to provide our clients with clear and unbiased advice to help them achieve their financial goals. To that end, Caldwell Securities Ltd. has only one type of client: The Investor. Caldwell Securities Ltd. is regulated by the Canadian Investment Regulatory Organization and is a member of the Canadian Investor Protection Fund. Caldwell Securities Ltd. is committed to the principles of employment equity and diversity. We are dedicated to removing barriers in the recruitment and selection processes. We encourage members of equity seeking groups, including people with disabilities, to apply. Should you require accommodation, we will take into account your accessibility requirements. If we call you for an interview or any selection process, please notify us about your accommodation needs. Vi...

Contact Information

Old Toronto , Ontario , Canada

dvoudouris@caldwellsecurities.com

caldwellsecurities.com

Caldwell Securities Ltd Org Chart

Employees

Total Employees:
48

Top Contacts:
0

C-Level 0	VP - Level-
Director-	Manager-
Others50

Employees Working At Caldwell Securities Ltd

Janet Bishop

Certified Records Manager

Kas Lockwood

Marketing Assistant

Tom Ratnik

PORTFOLIO MANAGER AND INVESTMENT ADVISER

Jennifer Kuta

Business Development Analyst

Vincent Francescut

Investment Advisor

Caldwell Securities Ltd Email Formats

Structure	Email Format
<f><last>@	Smith@caldwellsecurities.com

Buyer Intent

Pain Points	Locations	Technologies
Account Payable	Toronto, Ontario, Canada	customer service, communication, accessibility, financial, compliance, payroll, operations
Account Receivable	Toronto, Ontario, Canada	customer service, communication, accessibility, financial, compliance, payroll, operations
Application Development	Toronto, Ontario, Canada	customer service, communication, accessibility, financial, compliance, payroll, operations
Compliance	Toronto, Ontario, Canada	customer service, communication, accessibility, financial, compliance, payroll, operations
Digital Transformation	Toronto, Ontario, Canada	customer service, communication, accessibility, financial, compliance, payroll, operations

Trigger

Tech Stack Used By Caldwell Securities Ltd

A quick view of products employed by Caldwell Securities Ltd

Android

Firefox

Flex

Links

Root

Jobs at Caldwell Securities Ltd

Hiring 2025-01-03 05:07:31

Accountant Level 1

Toronto, Ontario, Canada

Job Post Description:We are seeking a team-oriented Accountant (Level 1). They will report direct...

Frequently Asked Questions About Caldwell Securities Ltd

What does Caldwell securities ltd do?+

What are Caldwell securities ltd's specialties? +

Investment advisors,advice,rrsp,rrif,lif,lira,resp,investment account,cash account,tfsa,rdsp,lrif,investment,investing,fhsa,advisor,canada,and canadian