Caldwell Securities Ltd.
Caldwell Securities Ltd.

Caldwell Securities Ltd. Information

Contact top employees from Caldwell Securities Ltd.

Summary

Caldwell Securities Ltd. is a private company that has been in the industry for 46 years. The company currently specializes in the Financial Services area. The position of the Chairman & CEO is occupied by Thomas S. Caldwell. Its headquarters is located at Toronto, Ontario, CA. The number of employees ranges from 25 to 100. The Caldwell Securities Ltd. annual revenue is estimated at < 1M. To connect with Caldwell Securities Ltd. employee register on SignalHire.

Organization Website

caldwellsecurities.com

Phone Number

1-800-387-0859

Industries

Headquarters Location

150 King St W, Toronto, Ontario, M5H1J9 CA

Employees Size

100-200 employees

Specialties

Investment Advisors, Advice, RRSP, RRIF, LIF, LIRA, RESP, Investment Account, Cash account, TFSA, RDSP, LRIF, Investment, Investing, FHSA, Advisor, Canada, Canadian

SIC Code

6411, 6199

Founded

1980

Operating Status

Independent Company

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
arrow
Total number all of employee turnover
Length of Employment
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Employee tenure at Caldwell Securities Ltd. shows a diverse range of experience levels:
3% have been with the company for less than 1 year6% for 1–2 years6% for 3–4 years9% for 5–7 years9% for 8–10 years69% have over 11 years of service at Caldwell Securities Ltd.
Ex-employees positions
In Company
In New Company
Contact top employees from Caldwell Securities Ltd.
Wendy Lockwood
Vice President, Finance
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Nicol MacNicol
Vice President & Portfolio Manager
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Tony Ciero
Vice President & Senior Portfolio Manager
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Kuba Orzechowski
Vice President, Operations and Business Development
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Chris Coderre
Portfolio Manager, Vice President & Investment Advisor
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Rick Wood
Vice President Client & Advisor Success
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Morgan Pampe
Vice President of Trading
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Robert Allen
Vice President, Chief Compliance Officer
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Kas Lockwood
Marketing Coordinator
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Robin Barstow CIM
Portfolio Manager and Investment Advisor
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Ted Flanagan
Investment advisor
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Kristin Larsson
Office Manager Sales Assistant
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Jeff Houslander
Managing Director, Electronic Trading
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Varya Lapteva
Executive Assistant
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Sandra
Administration
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Simran Assi
Compliance Analyst
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Alexander Stirpe
Investment Advisor
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Rita Marino
Executive Assistant
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Komal Bharat Chheda
Executive Assistant & Investment Advisor
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Tom Simopoulos
Private Equity
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Andrew Battaglia
Securities Operations Specialist
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Rupinder
Senior Business Analyst
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Elena Juan
Investment Advisor
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Jonathan Isaak
Summer Internship
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FAQ

Caldwell Securities Ltd. operates in the Finance industries. More details can be found on the official website: caldwellsecurities.com.
The headquarters of Caldwell Securities Ltd. are located in Toronto, Canada.
The current CEO of Caldwell Securities Ltd. is Thomas S. Caldwell
You can contact Caldwell Securities Ltd. by phone at 1-800-387-0859.
Caldwell Securities Ltd. currently employs 100-200 people.
Caldwell Securities Ltd.'s revenue is approximately < 1M.

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