Caldwell Wealth & Estate Advisory

Caldwell Wealth & Estate Advisory Knowledge. Strategy. Passion. Our strengths in play for you. Make an appointment and ask us your questions. Our team is ready to dig in and find answers for you.

As an update to our 2023 Christmas Food Drive, we are pleased to have our neighboring business jump onboard to support t...
12/11/2023

As an update to our 2023 Christmas Food Drive, we are pleased to have our neighboring business jump onboard to support this effort.

Special thanks to;
Robinson Solutions
Shaw Insurance
Keller Williams Inspire Realty
Curves Kingston
KTown Physiotherapy

As we approach the holiday season, we are grateful for the opportunities we've had to work with you throughout the year....
12/06/2023

As we approach the holiday season, we are grateful for the opportunities we've had to work with you throughout the year. In the spirit of giving, we are excited to announce the launch of our annual Christmas Food Drive, where we aim to make a meaningful difference in the lives of those in need within our community.

At Caldwell Advisory, we believe that no one should go hungry, especially during the festive season. We are contacting our valued clients to join us in this heartwarming initiative. Your generous contributions can help bring joy and comfort to families and individuals facing challenges during this time of year.

We invite you to partner with us in making a positive impact by contributing needed food items such as Canned Meat and Fish, Peanut butter, Stews or chunky soup, baby food, formula or diapers, Pasta sauce, cereal and fruit juice. You can also make a cash donation using the QR code below. Together, we can spread hope and support those who are less fortunate, embodying the true spirit of the season.

Thank you for considering this opportunity to give back and make a meaningful difference in the lives of others.

Warmest regards,

12/23/2022

Merchants that need to move product off shelves could be increasingly willing to pay up to give shoppers attractive financing instead of slashing prices.

12/22/2022

It's important to help employees unplug for long-term wellbeing. When it comes to work models, consider a more holistic, balanced approach.

12/21/2022

Remember a certain midday meal, the one where you build meaningful relationships with colleagues and business partners? Let’s do that again.

Today is the last day to donate to the Food Drive!We want to thank everyone who has donated so far, it is greatly apprec...
12/21/2022

Today is the last day to donate to the Food Drive!
We want to thank everyone who has donated so far, it is greatly appreciated.

12/20/2022

Solid recommendations for planning a budget-conscious ski trip in the U.S.

12/19/2022

Every job requires performance under pressure. Here’s what everybody can learn from the most tense few minutes in sports.

12/18/2022

The name for a present-swapping holiday party comes from a myth about the King of Siam.

12/17/2022

You may be surprised to learn that there are actually many options for gifts that don't require spending a ton of money. Here are a few things to do that can save money and still show people you care about them.

12/16/2022

As more household gadgets are linked to the internet, the problem posed by “standby power” will only get worse.

12/15/2022

In 2019, only around half of Canadians said they had a budget, according to a survey by the Financial Consumer Agency of Canada. The FCAC said non-budgeters were twice as likely to be falling behind on their financial commitments as budgeters.

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201/650 Cataraqui Woods Drive
Kingston, ON
K7P2Y4

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Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 12pm

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