Contact Caldwell Advisory

We would love to hear from you.

We look forward to hearing 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
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Office at 650 Cataraqui Woods Drive, Kingston, Ontario

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, CEA
President & Managing Partner | Financial Planner
rick@caldwelladvisory.ca*
613.777.0797 extension 207

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

Dan Lambert, CFP, CIM, FCSI, RIS, CHS
Partner | Financial Planner
dan@caldwelladvisory.ca*
613.777.0797 extension 204

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

Corrie Westendorp
Associate Advisor
corrie@caldwelladvisory.ca*
613.777.0797

*The use of email is not a secure medium and personal information should be transmitted by more secure means.