Caldwell Wealth & Estate Advisory, Ltd
|Web Site: www.caldwelladvisory.ca|
|Location: Kingston, Ontario|
|Contact: Rick Tomalty, CFP, CLU, CH.F.C., CHS, MFA|
|Phone: 613-777-0797 x207|
|Email: [email protected]|
|Caldwell Advisory is a Kingston, Ontario financial planning organization that understands there is more to creating and maintaining wealth than performance alone. We work with you to help you achieve your goals and financial objectives because we believe achieving these goals is your primary concern.
Our planning process helps ensure we are working within your objectives by helping you understand where you want to go and what you want to achieve.
By drawing on our years of expertise and the specialists we work with, Caldwell Advisory provides effective and timely solutions to risk management, tax issues, wealth accumulation and estate transfer strategies.
At every step our efforts are geared towards creating value for our clients. Through the utilization of a written financial plan developed using unbiased, professional, client specific advice we help you achieve your goals.
Meet our team of financial security advisors and specialized experts »
Caldwell Advisory consists of a team of skilled financial security advisors who are ready to work with you! In addition, through Freedom 55 Financial, we have access to a team of experts who help us put together the elements that you need, whether it is one solution or a complete financial plan.
Why we do what we do »
Everyone needs to know why they do what they do, and we have worked hard to put our thoughts together in a way that guides us and helps us to get better for you.
Giving is important to us »
There are lots of opportunities to do good in this world and we are fully committed to giving back. In our world, that includes a charity for children in Kenya that is run by a man who turned his ‘what-do-I-do-now?’ thoughts into a mission to make a difference and a well-known charity that aims to find a cure to a disease that strikes many and often.
Want to know what our clients are saying about us? »
It important for us to know that we are serving our clients’ needs and helping them to reach their goals and dreams.