Protecting the life you love.

The family you hold dear. The lifestyle you treasure. The possessions you most value. When it comes to choosing the right insurance protection, trusting your provider is essential. Want customized options? The personal-service touch that you deserve? Let us add to your peace of mind.

Building the life you love.

Caldwell Investment Management

Caldwell Investment Management Ltd.

offers you the top-level expertise vital to building, preserving, and protecting the wealth you invest – the wealth you trust to grow along with your life. Professionally planned and implemented investment is just one component of a strong financial future.

Individuals

The support and care that you provide to your loved ones is vital. With customized options from Caldwell, you can ensure that all the pieces are in the right places, so that your care is enduring

Learn More

Business

Your business is your life's work—part of your legacy. Having the right insurance policy in place will help you avoid disruption and continue generating wealth, should something happen to you, a key employee or the business itself.

Learn More

Travel

Whether you're travelling for business or pleasure, ensure that it's memorable for the right reasons. We offer cost-effective travel-insurance options that allow you to put your worries aside and make the most of your time away.

Learn More

Our Team

We provide our clients with a holistic approach to financial planning that integrates your wealth goals with a sophisticated investment strategy. This means understanding that you are unique and that your financial goals require tailored solutions.

DISCOVER OUR TEAM