First Nations Equity

Financial and Management Consultants

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Wealth Management:

Toronto, April 19, 2004 – Caldwell Investment Management Ltd. (“Caldwell”) and First Nations Equity Inc. are pleased to announce they are working together to offer professional wealth management services to aboriginal communities and organizations in Canada. 

The need for investment management services continues to increase for aboriginal investors.  This growth is attributed to claims settlement, royalties and profits from oil and gas development, casino distributions and moneys from resource impact and benefit agreements. 

Thomas S. Caldwell, Chairman of Caldwell, said, “We have been in the business of wealth management for 24 years and with our track record and depth we, along with our partner, bring the aboriginal community an excellent choice of service. A service that has not been there in the past.” 

“The potential market is significant and growing,” said Brian Davey, CEO of First Nations Equity, and “our partnership with Caldwell enables us to offer the right mix to the aboriginal market – we understand the needs of the community and they have the investment management expertise.”   

Caldwell Investment Management Ltd. is a firm that advises and manages the investments of individuals, and institutions including insurance companies, credit unions, foundations, pensions and charities. 

First Nations Equity Inc. is a firm that provides a suite of holistic financial and business advisory services that enables its clients to create wealth and to achieve success in their investments and entrepreneurial endeavours.


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Last modified: August 4, 2009