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Caldwell Investment Management Ltd.


With a focus on predictable results, Caldwell Investment Management Ltd (‘Caldwell’) provides
investment management services consistent with the needs of Canadian and international retail and
institutional investors. The disciplined Caldwell team serves financial institutions, public and private
pension funds, endowment funds, foundations, and private accounts.

Our disciplined investment management and advisory services include risk management and asset
allocation services tailored to investment mandates. We monitor investment restrictions (mandate
specific and regulatory) and provide performance reporting. With their integrity and depth of skill and
knowledge, our people are our most valuable asset.

Established in 1990, Caldwell is a wholly owned subsidiary of Caldwell Financial Ltd, a majority
employee-owned firm. Registered with the Ontario Securities Commission, our principal regulator,
Caldwell Investment Management Ltd. is a registered portfolio manager and investment fund manager,
and a registered portfolio manager in other provinces where it does business.

Visit our homepage at Caldwell Investment to learn more about us:
Caldwell Canadian Value Momentum Fund, Caldwell Balanced Fund, Tactical Sovereign Bond Fund,
Caldwell U.S. Dividend Advantage Fund.