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!)

Contact

First Name *

Last Name *

Phone Number

Cell Number

Email Address *

Best time to contact me is: *

Morning

Afternoon

Evening

Any time

I would like to speak to someone about: *

having an annual review for my portfolio

investments

business succession

estate planning

group benefits

insurance/risk management

planning-only services (fee-based planning)

services offered through MD Preferred

OtherOther

How did you hear about Caldwell Wealth & Estate Advisory?

Online search (i.e. Google)

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Magazine ad

The Grand Theatre advertising

The Thousand Islands Playhouse advertising

OtherOther

(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
EMAIL: info@caldwelladvisory.ca

Direct contact information

Michael Caldwell, CLU, MFA, EPC
CEO & Founder
michael@caldwelladvisory.ca^*
613.777.0797 extension 211

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

Andrew Fowler, B.A.
Financial Advisor
andrew@caldwelladvisory.ca^*
613.777.0797 extension 208

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

David Sutherland
Financial Planner
david@caldwelladvisory.ca^*
613.344.2469

Galen Nuttall, M.Ed., CFP
Financial Planner
galen@caldwelladvisory.ca^*
613.777.0797