![Brendan Caldwell](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Brendan Caldwell
Directeur Général chez
Caldwell Investment Management Ltd.
Fortune : 4 M $ au 30/06/2026
Profil
Mr. Brendan T.
Caldwell, CFA, is a Director at Caldwell Securities Ltd., a President, Chief Executive Officer & Chief Investment Officer at Caldwell Investment Management Ltd., a Member at CFA Institute and a Member at CFA Society Toronto.
He is on the Board of Directors at Caldwell Financial Ltd. and The Bishop Strachan School.
Prior to joining Caldwell in 1995, Mr. Caldwell worked for a major Canadian mutual fund company and then a bank-controlled investment dealer.
His securities exchange memberships have included Toronto, New York, the Chicago Board Options Exchange, the Kansas City Board of Trade and the American Stock Exchange (AMEX).
Mr. Caldwell earned his B.Sc.
from Trinity College at the University of Toronto in 1991 and his M.A. in English Literature from the University of London, England, in 1992.
He has held his Chartered Financial Analyst (“CFA”) designation since 1995.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
Urbana Corp.
 Urbana Corp. Financial ConglomeratesFinance Engages in private and public investment opportunities 5,58 % | 14/04/2026 | 557 828 ( 5,58 % ) | 4 M $ | 30/06/2026 |
Postes actifs de Brendan Caldwell
| Sociétés | Poste | Début |
|---|---|---|
Caldwell Investment Management Ltd.
 Caldwell Investment Management Ltd. Investment ManagersFinance Caldwell conducts in-depth research on fixed-income and senior equities. The firm also has access to much of the fundamental research produced in the investment industry and subscribes to numerous outside research services. They manage mutual funds for which capital preservation and growth are the primary objectives. Their investment process begins with an overall political and economic view. Portfolios are structured using top-quality government bonds and shares of major corporations. | Directeur Général | 01/01/1995 |
Caldwell Securities Ltd.
 Caldwell Securities Ltd. Investment Banks/BrokersFinance Provides brokerage services | Directeur Général | 01/01/1995 |
Caldwell Financial Ltd.
 Caldwell Financial Ltd. Investment ManagersFinance Provides independent, personalized and innovative wealth management strategies, investment solutions and insurance products | Directeur/Membre du Conseil | - |
The Bishop Strachan School
 The Bishop Strachan School Other Consumer ServicesConsumer Services Provides education services | Directeur/Membre du Conseil | - |
CFA Society Toronto
 CFA Society Toronto Miscellaneous Commercial ServicesCommercial Services Operates as a not-for-profit organization affiliated with CFA institute | Corporate Officer/Principal | - |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Corporate Officer/Principal | - |
Anciens postes connus de Brendan Caldwell
| Sociétés | Poste | Fin |
|---|---|---|
Caldwell US Dividend Advantage Fund
 Caldwell US Dividend Advantage Fund Investment Trusts/Mutual FundsMiscellaneous Functions as an exchange traded fund | Directeur Général | - |
CNSX Markets, Inc.
 CNSX Markets, Inc. Investment Banks/BrokersFinance Provides securities exchange services | Président | - |
Formation de Brendan Caldwell
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
79
Relations au 1er degré
10
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
CNSX Markets, Inc.
CNSX Markets, Inc. Investment Banks/BrokersFinance Provides securities exchange services | Finance |
Caldwell US Dividend Advantage Fund
Caldwell US Dividend Advantage Fund Investment Trusts/Mutual FundsMiscellaneous Functions as an exchange traded fund | Miscellaneous |
Caldwell Investment Management Ltd.
Caldwell Investment Management Ltd. Investment ManagersFinance Caldwell conducts in-depth research on fixed-income and senior equities. The firm also has access to much of the fundamental research produced in the investment industry and subscribes to numerous outside research services. They manage mutual funds for which capital preservation and growth are the primary objectives. Their investment process begins with an overall political and economic view. Portfolios are structured using top-quality government bonds and shares of major corporations. | Finance |
Caldwell Financial Ltd.
Caldwell Financial Ltd. Investment ManagersFinance Provides independent, personalized and innovative wealth management strategies, investment solutions and insurance products | Finance |
University of London
 University of London Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Commercial Services |
Caldwell Securities Ltd.
Caldwell Securities Ltd. Investment Banks/BrokersFinance Provides brokerage services | Finance |
CFA Society Toronto
CFA Society Toronto Miscellaneous Commercial ServicesCommercial Services Operates as a not-for-profit organization affiliated with CFA institute | Commercial Services |
The Bishop Strachan School
The Bishop Strachan School Other Consumer ServicesConsumer Services Provides education services | Consumer Services |
Trinity College (Canada)
 Trinity College (Canada) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
