Brendan Caldwell is the President & CEO of Caldwell Investment Management Ltd (“CIM”). The mutual funds for which Brendan acted as lead portfolio manager have won 5 Lipper Awards for CIM in recent years. He is also co-portfolio manager of Caldwell’s major exchange related investments, including Urbana Corporation and the Caldwell Growth Opportunities Trust.
Brendan earned his B.Sc. from Trinity College at the University of Toronto in 1991 and his M.A. in English Literature from the University of London, England, in 1992. Brendan has held his Chartered Financial Analyst (“CFA”) designation since 1995.
Prior to joining Caldwell in 1995, Brendan worked for a major Canadian mutual fund company and then a bank-controlled investment dealer. His securities exchange memberships have included Toronto, New York, the Chicago Board Options Exchange, the Kansas City Board of Trade and the American Stock Exchange (AMEX).
Brendan is a Fellow of the Canadian Securities Institute and a member of the Toronto Society of Financial Analysts, as well as the CFA Institute. Often interviewed for his insights into current economic issues and in regards to Caldwell’s role as an active investor in global securities exchanges, Brendan is a regular financial commentator and an industry consultant on numerous media outlets.
Brendan is a past Honorary Lieutenant-Colonel of The Queen’s Own Rifles of Canada, Trustee of the Bishop Strachan School and of Wycliffe College, University of Toronto and member of the Campaign Cabinet for Neshama Playground, Canada’s first accessible playground for children with all abilities. He is a member of the Church of The Messiah, the Corporation of Trinity College and the Upper Canada College Council of 1829. Brendan is a Director of the Caldwell Foundation whose activities included a partnership with We Charity (a.k.a. Free the Children) to create a base for building schools in Rajasthan, India. Brendan received the Queen’s Diamond Jubilee Medal in 2012 for his long record of philanthropy and volunteer service.
Married to Sandra since 1993, Brendan and his wife are the parents of four children. Brendan’s favorite ways to relax are sailing his Nonsuch “Pendragon” on Lake Ontario, Italian rapier fencing, and planting an arboretum in Fairvalley, Ontario.