Caldwell Securities Ltd.

Caldwell Securities Ltd., a brokerage company, provides investment advice, securities trading, administrative and custodial, and financial and estate planning services for individuals in Canada and internationally. The company offers portfolio and asset management services, charitable giving strategies, investment pools and structured products, registered education savings plans, retirement savings plans, retirement income funds, tax free savings accounts, online account access, and online electronic statement and confirms, as well as life, disability, and critical illness insurance. It also provides research, advisory and brokerage, and investment management for institutions. The company was founded in 1981 and is based in Toronto, Canada. Caldwell Securities Ltd. operates as a subsidiary of Caldwell Financial Ltd.