Caldwell Wealth & Estate Advisory Ltd. | We would love to hear from you - Caldwell Wealth & Estate Advisory Ltd.

We would love to hear from you

If you would like to make an appointment to meet with one of our financial security advisors, see their direct contact information in the sidebar. You can also use this form to send them a message.

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Caldwell Wealth & Estate Advisory Ltd.

The Woolen Mill
4 Cataraqui Street, Suite 102
Kingston, Ontario K7K 1Z7

PHONE: 613.777.0797
FAX: 613.777.0917
EMAIL: info@caldwelladvisory.ca

Direct contact information

Michael Caldwell, CLU, MFA, EPC
Principal, Financial Planner
michael@caldwelladvisory.ca*
613.777.0797 extension 201

Rick Tomalty, CFP, CLU, CH.F.C., CPC, CHS, MFA
Senior Partner, Financial Planner
rick@caldwelladvisory.ca*
613.777.0797 extension 207

Dan Lambert, BBA, CHS
Financial Security Advisor
dan@caldwelladvisory.ca*
613.777.0797 extension 204

Josef Riha, B.Sc.
Financial Security Advisor
josef@caldwelladvisory.ca*
613.777.0797 extension 203

Jason Stubinsky
Financial Security Advisor
jason@caldwelladvisory.ca*
613.777.0797 extension 205