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.

*NEW ADDRESS* (as of July 6th, 2020)
650 Cataraqui Woods Drive
Suite 201
Kingston, Ontario K7P 2Y4

PHONE: 613.777.0797
FAX: 613.389.8831
EMAIL: info@caldwelladvisory.ca

Direct contact information

Michael Caldwell, CLU, MFA, EPC
CEO & Founder
michael@caldwelladvisory.ca*
613.777.0797 extension 201

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

Jason Stubinsky
Vice President & Partner | Financial Security Advisor
jason@caldwelladvisory.ca*
613.777.0797 extension 205

Dan Lambert, BBA, CFP, CHS
Financial Planner
dan@caldwelladvisory.ca*
613.777.0797 extension 204