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Tom Caldwell
Investment Advisor, MBA, CIM, CFP
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Tom Caldwell
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Tom Caldwell, CIM, CFP, MBA, Investment Advisor |  Tom Caldwell and his associates are a team of highly experienced and specialized advisors in the field of Wealth Management. Tom and his associates specialize in providing a full range of financial and wealth management services to a select group of individuals, families, businesses, charities and non-profit organizations. Our clients’ goals range anywhere from preservation of capital, tax efficient investment solutions, intergenerational wealth transfer and aggressive growth strategies to name but a few. Our primary criteria for selecting new clientele is a good match with our client centred approach to investing and our process of mapping your progress in achieving your financial goals.
Tom and his associates have earned a reputation of professionalism, trust, integrity and exceptional levels of service over their 60-plus years of combined experience in the Financial Services industry. Each member of the team specializes in a specific area of wealth management allowing our clients to receive expert advice to achieve their overall financial objectives.
Our team is headed by Tom Caldwell M.B.A. and holder of the CIM and CFP designations and consists of a Certified Financial Planner, an Insurance Specialist, a Will & Estate Consultant and an Associate Advisor. We are based in the west end of Ottawa and would be happy to meet with you for a consultation in the Greater Ottawa area.
To talk to us about your financial objectives and experience the superior service offered by Tom Caldwell and his associates, please contact Tom Caldwell to arrange for an initial consultation.
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