Caldwell Financial Ltd.

Caldwell Financial Ltd.

May 06, 2008 09:51 ET

Only Canadian Rising Star of Mutual Funds Also Named to Canada's Top 40 Under 40™ Brendan Caldwell, President and CEO of Caldwell Investment Management Ltd.

TORONTO, ONTARIO--(Marketwire - May 6, 2008) - The Board of Directors of Caldwell Financial Ltd. is pleased to announce that Brendan T. N. Caldwell, president and CEO of Caldwell Investment Management Ltd. and president of Caldwell Securities Ltd., has been named a 2007 recipient of Canada's Top 40 Under 40™. In March, Brendan Caldwell also received international recognition as the only Canadian named on Institutional Investor's prestigious Top 20 Rising Stars of Mutual Funds.

"I'm proud of Brendan for all of his achievements, including being named to Canada's Top 40 Under 40," says Thomas S. Caldwell, C.M., Chairman of Caldwell Financial Ltd. and Brendan's father. "Brendan has packed more accomplishments into 37 years than most people do in a lifetime. His business acumen and volunteerism impact his community every day. Brendan continues to exceed the ordinary in generosity of time and spirit. He has truly left a legacy wherever he has been," adds Tom.

Joining Caldwell Securities Ltd. in 1995 in order to work with his father, Brendan Caldwell is now president of that company and of Caldwell Investment Management Ltd. On behalf of their investors, Caldwell companies own significant holdings in over 40 securities exchanges around the world. The Caldwell companies have grown into a global financial services enterprise and the Caldwell Funds, which Brendan manages, have achieved Canadian and American awards for exceptional performance.

"Brendan is our lead portfolio manager and is doing wonderful things for our clients and investors, as well as the industry at large, for whom and to whom he speaks regularly," says Tom. "His leadership in our companies, his impact on our clients and his returns on our investment vehicles are indisputable. He has a gift and a talent that comes along once in a generation, if that," he adds. "It is encouraging to have one of America's leading investor publications notice the difference that a Canadian firm is making to the investment landscape and acknowledge Brendan as a Top 20 Rising Star of Mutual Funds."

Brendan credits his mother for introducing him to his love of trees and he is now building an arboretum north of Toronto.

About Caldwell Investment Management Ltd. and Caldwell Securities Ltd.

With eight offices around the world, Caldwell ( is an industry leader in independent investment counsel and portfolio management. The company specializes in managing assets on a discretionary basis for wealthy individuals, private and public corporations, not-for-profit organizations, insurance companies, associations and public and private foundations on a segregated basis. It also provides investment management services to mutual funds and pooled funds, and is the investment manager of Caldwell Mutual Funds and Caldwell Pooled Funds. Caldwell Investment Management Ltd. is an affiliate of Caldwell Securities Ltd., an independent brokerage firm. Both companies are wholly owned by Caldwell Financial Ltd. and together manage or provide investment advice on over $1 billion of client assets.

About Canada's Top 40 Under 40

Canada's Top 40 Under 40™ is a national program to celebrate leaders of today and tomorrow, and to honour Canadians who have reached a significant level of success but have not yet reached the age of 40. The program is designed to promote mentorship and professional development by introducing these leaders to the established business community and by promoting them as role models for young Canadians. In choosing the recipients, the Board considers the nominees' achievements in the following areas: Vision and Leadership; Innovation and Achievement; Impact; Growth/Development Strategy; and Community Involvement and Contribution. Winners were chosen from more than 1,200 applicants.

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