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.

(Please note: all fields marked with an asterisk ‘*’ are required in order to submit the form, so that we can contact you. Thanks!)

(Please check all that apply. If you were referred to us, feel free to let us know who to thank in the comment box below.)
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The information on this website is intended for residents of Ontario only.

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Caldwell Wealth & Estate Advisory Ltd.

650 Cataraqui Woods Drive
Suite 201
Kingston, Ontario K7P 2Y4

PHONE: 613.777.0797
FAX: 613.389.8831

Direct contact information

Michael Caldwell, CLU, MFA, EPC
CEO & Founder*
613.777.0797 extension 211

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

Jason Stubinsky
Vice President & Partner | Financial Security Advisor*
613.777.0797 extension 205

Andrew Fowler, B.A.
Financial Advisor*
613.777.0797 extension 208

Dan Lambert, BBA, CFP, CHS
Financial Planner*
613.777.0797 extension 204

David Sutherland
Financial Planner*

Galen Nuttall, M.Ed., CFP
Financial Planner*