• March 28, 2020

    Investment Focus | Issue 8 | Spectacular rebound… Is this the end of the bear market?

    Investment Update | Spectacular rebound… Is this the end of the bear market? In contrast to last week, this week has been a welcome change in the markets.  After the …

  • March 21, 2020

    Investment Focus | Issue 7 | Down, Up, Down, Up, Down

    Investment Update – Down, Up, Down, Up, Down This week has seen some incredible volatility on world markets, with large swings both up and down. As I write this, the …

  • March 12, 2020

    Investment Focus | Issue 6 | Market Meltdown & Oil War

    Investment Update – Market Meltdown & Oil War Here Comes the Bear Since the last newsletter, the market has been moving in all directions.  This week, the sell-off continued and …

  • February 28, 2020

    Investment Focus | Issue 5 | Coronavirus

    Investment Update – Coronavirus The steep selloff that started Monday has continued and it looks like we will have 5 straight days of significant market declines, the worst since the …

  • February 10, 2020

    Investment Focus | Issue 4

    Year in Review The start of the year is always a good time to reflect on the previous 12 months.  We engage in this process as a firm, taking a …

  • November 6, 2019

    Investment Focus | Issue 3

    The Return to Volatility Volatility was the norm in the third quarter.  Whether it was the loss of five million barrels of oil per day from the drone attack on …

  • August 7, 2019

    The ABCs of $1-2-3s | Part One

    I Know What You’re Thinking It’s the summer, it’s vacation time, and (as much as you might be eager for your kids to be back in the classroom and out …

  • July 23, 2019

    Investment Focus | Issue 2

      Nothing in the World is Free “Nothing in the world is free…The sooner you know it, the better you’ll be” Clifford Coulter (Jazz Artist) I was reminded of those …

  • June 18, 2019

    Of Ants and Grasshoppers

    In a field one summer’s day a Grasshopper was hopping about, chirping and singing to its heart’s content. An Ant passed by, bearing along with great toil an ear of …

  • May 6, 2019

    Lose Yourself to Find Yourself

    It is easy to get lost in today’s busy, electronic, always-on world. Information is constantly flowing at you, or past you. The need to constantly stay connected and be on …

  • April 22, 2019


    I’m thinking of the chorus of that great song by David Bowie from many years ago: “Ch-ch-ch-ch-changes (Turn and face the strange)” Bowie nails it. Change can be strange: …

  • April 16, 2019

    Investment Focus | Issue 1

    The Difference a Few Months Can Make The closing months of 2018 were a classic example of behavioral science in action. The concept of “Loss Aversion” tells us that …

We are Moving!

We are delighted to announce that Caldwell Wealth & Estate Advisory is moving to a new location in 2020!

To build on the excitement, we are having a contest!

The contest is to guess our move-in date (as indicated by our Occupancy Permit). Michael has vowed not to shave his beard until we move in!

Everyone is invited to participate in the contest. The lucky winner will get 2 tickets to a show at the Thousand Islands Playhouse and bragging rights!

Watch the videos below to see how things are progressing and to meet the interesting people who are making this all happen.

The Pilot
Episode 3
Episode 1
Episode 4
Episode 2

Official rules for the Guess our Moving Date Contest:
• No purchase necessary. Method of Participation: make a guess in the comment session below the weekly video posts on our LinkedIn and Facebook pages.
• To be eligible to participate in the contest, the participant must be able to attend the Thousand Islands Playhouse performance that will be given away in form of 2 tickets to a show to be chosen by Caldwell Wealth & Estate Advisory Ltd.
• This contest is valid to all participants that make a guess, on the format mentioned above, during the contest period. Starting date:
February 5/2020. Closing date: June 5/2020.
• Caldwell Wealth & Estate Advisory Ltd. is the sponsor and promoter of the Guess Our Moving Date contest. Our current address is:
4 Cataraqui Street, Suite 102 Kingston, ON K7K 1Z7.
• Prize: 2 tickets to a performance at the Thousand Islands Playhouse, in Gananoque, Ontario. The retail value of the tickets depend on the performance chosen and the prize CANNOT be exchanged for cash or any other form of compensation. The odds of winning may vary according to the total number of guesses made.
• The prize offered will be awarded to the person that makes the right guess about our moving date based on the Occupancy Permit that will be
produced once the remodeling and construction phase is complete. The tickets will be awarded to the right guess and if more than one person wins, there will be a separate draw for those that guessed the right date.
• The selection of the winner and the determination of winner will be made by the end of the contest (on June 5/2020). We will post the winner’s name on our social media channels (LinkedIn, Facebook and Twitter).
• The official rules, once they are posted and published, must be followed exactly.