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.
The Woolen Mill
4 Cataraqui Street, Suite 102
Kingston, Ontario K7K 1Z7
Direct contact information
Michael Caldwell, CLU, MFA, EPC
Principal, Financial Planner
613.777.0797 extension 201
Rick Tomalty, CFP, CLU, CH.F.C., CPC, CHS, MFA
Senior Partner, Financial Planner
613.777.0797 extension 207
Partner, Financial Security Advisor
613.777.0797 extension 205
Dan Lambert, BBA, CFP, CHS
613.777.0797 extension 204
Josef Riha, B.Sc.
Financial Security Advisor
613.777.0797 extension 203