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!)
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
Kingston, Ontario K7P 2Y4
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
Vice President & Partner | Financial Security Advisor
613.777.0797 extension 205
Andrew Fowler, B.A.
613.777.0797 extension 208
Dan Lambert, BBA, CFP, CHS
613.777.0797 extension 204
Galen Nuttall, M.Ed., CFP