Season's Greetings
2025 was a year of meaningful progress. We saw strength in the markets, expanded our team’s capabilities, and reached significant milestones in our personal lives. We value the trust you place in us and appreciate the opportunity to navigate these periods of growth together.
Thank you to those who participated in our client survey earlier this year. In your honor, we donated $2,400 to the Waterloo Region Community Foundation. We are proud to support our local community with your help.
We wish you a restful holiday season and look forward to 2026.
Team Update: Welcoming Amy Truong
We are pleased to announce that Amy Truong is officially joining our team as a Marketing Assistant.
Amy has spent the last four months with us as a co-op student. Currently attending the University of Waterloo with a focus on digital design, she supports our client communications and the development of our new studio. Amy is essential to ensuring our digital initiatives remain clear and engaging. We are excited to have her continue with our group.
The Family Balance Sheet: Strategic Wealth Transfer
We recently hosted a webinar regarding intergenerational wealth transfers. While most planning addresses the basics, our "Family Balance Sheet" approach offers a sophisticated framework to optimize tax efficiency and align multi-generational goals.
A summary of key takeaways is available on our website: [Read the blog at CaldwellGroup.ca]
Justin Caldwell
Senior Investment Advisor, Portfolio Manager
Caldwell Group