Caldwell Wealth & Estate Advisory Ltd. | Welcome to my Newsletter and Blog - Caldwell Wealth & Estate Advisory Ltd.

Welcome to my Newsletter and Blog

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January 3, 2016

Happy new year to you, and welcome to the results of one of my resolutions – an e-newsletter and blog.

Why now, you might ask? Good question! Let me explain how this came about.

Every January, the Caldwell Wealth & Estate Advisory team goes on a retreat, where we discuss ways we can improve our services and how to  give new tools, better service and more access to information to our clients. After our latest retreat, I walked out with a sense of purpose and a desire to be in more regular touch with my clients, and to provide you with timely information and some of my thoughts on the changing financial landscape.

While we do meet on a regular basis, so much seems to happen between our meetings. My hope is to share information that will help us both get even more insight of out of our regular reviews, and concentrate on what’s important to you.

My plan is to write montly e-newsletters and blogs that will cover a variety of topics, including the financial markets, the way I work for you, estate planning, insurance and some of my personal insights on living a more fulfilling life.

Also, while most of these e-newsletters will be short, some topics do require a greater amount of time and detail. When that happens I will let you know before you start reading. That way you can find a comfy chair, grab a coffee or beverage of choice and read at your leisure.

My next e-newsletter should be available by mid-February and I will speak to the financial markets.

I look forward to talking to you soon.



Founding Partner | Financial Planner
Michael Caldwell has been helping people sort through their money issues since the early 1970s. He has a way of talking numbers that just makes sense. Combined with wry humour and a curious mind, Michael writes about current topics of interest to the clients that he works with in his practice at Caldwell Wealth & Estate Advisory.

Read Michael's full bio »

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