How to Invest

If you are an Investor:

Caldwell Funds can be purchased through approved dealers across Canada, including investment advisors, brokers, financial planners and discount brokers.


If your current dealer does not offer the Caldwell product you are interested in, or you would like to learn about wealth management services please contact us by email or call 1-800-256-2441 for more information.


If you are an Industry Professional:

Please contact us by email or call 1-800-256-2441 for more information about the Caldwell funds.