Sally Ann Haldenby-Haba

Caldwell Investment Management Ltd. (CIM) is an investment advisor and mutual fund manager headquartered in Toronto, Ontario and was founded in 1990. The firm is a subsidiary of Caldwell Financial Ltd. CIM provides investment management and advisory services to Canadian and international retail and institutional investors, including financial institutions, public and private pension funds, endowment funds, foundations and family accounts.

Caldwell U.S. Dividend Advantage Fund is a closed-end investment fund. The firm's portfolio comprises of US dividend-paying equity securities. Its objective is to provide investors with monthly cash distributions; and the potential for capital appreciation and enhanced long-term risk adjusted returns. The company was founded in May 28, 2015 and is headquartered in Toronto, Canada.

Caldwell Financial Ltd. provides investment services. It also provides independent, personalized and innovative wealth management strategies, investment solutions and insurance products for families, individuals, corporations, trusts and foundations, as well as professional investment management for select institutional investors. The company was founded in 1980 and is headquartered in Toronto, Canada.