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The Caldwell Group*

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The Caldwell Group*

Balanced, long-term investing to preserve and grow your wealth

Leveraging a blend of preferred and dividend-bearing securities of well-established companies, the best that the bond markets have to offer, plus a small component of junior start-up companies for growth, we can help you build and monitor the ideal portfolio for your needs and goals.

With many years of experience, high standards of service and integrity and the backing and resources of one of the world’s largest and most diversified global firms, The Caldwell Group* delivers an exceptional wealth management experience.

Macquarie Private Wealth

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*The Caldwell Group is part of Macquarie Private Wealth Inc.

No entity within the Macquarie Group of Companies is registered as a bank or an authorized foreign bank in Canada under the Bank Act, S.C. 1991, c. 46 and no entity within the Macquarie Group of Companies is regulated in Canada as a financial institution, bank holding company or an insurance holding company. Macquarie Bank Limited ABN 46 008 583 542 (MBL) is a company incorporated in Australia and authorized under the Banking Act 1959 (Australia) to conduct banking business in Australia. MBL is not authorized to conduct business in Canada. No entity within the Macquarie Group of Companies other than MBL is an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Australia), and their obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of any other Macquarie Group company. Macquarie Private Wealth Inc. is a member of the Canadian Investor Protection Fund and IIROC.