Confidence. Clarity. A guide on your financial journey.

Caldwell Advisory

We live in interesting times.

Caldwell Wealth & Estate Advisory exists to support and guide our clients – along with their families and businesses – in a life-altering transformation, from concern to confidence, from confusion to clarity.

It’s a journey most of us want to take, and we believe no one needs to take it alone.


Fee-for-Service: A Financial Plan

Looking for comprehensive advice and counsel, but wanting to put the wheels in motion yourself? Our concierge planning-only services are a good fit for the ‘do-it-yourself’-er.

Strategic Financial Planning

Your corporation – whether professional or otherwise – can be your greatest wealth-building asset. Yet, for many business owners, the potential within their corporations lies dormant. Our advisory team can help you navigate through the turbulence and unlock opportunities that are awaiting you.

Is it time to take action on your financial future?

“To live is to choose. But to choose well, you must know who you are and what you stand for, where you want to go and why you want to get there.” ― Kofi Annan

“Jason gets us and our goals, he see’s our big picture and believes in it, assisting us and advising courses of action to get us where we need and want to be. ”

Danielle Mandigo (Google Review)

“I have worked with Dan Lambert and Michael Caldwell at Caldwell Wealth for nearly a decade. I have been very pleased about my experience with each of them.”

Chris Matthey (Google Review)

“Rick has provided financial and insurance services to me from the time I finished university and he has seen me through many life changes as I started my career, got married and started a family. I rely on him for his advice and deeply appreciate his wealth of experience and knowledge. I can trust him to provide me with a balance perspective and feel confident in depending on him through every change.”

Ruth Morton (LinkedIn Recommendation)