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Caldwell Wealth & Estate Advisory Ltd.Financial advisor in Kingston, ON

Caldwell Wealth & Estate Advisory Ltd. is a financial advisor at 650 Cataraqui Woods Dr #201, Kingston, ON K7P 2Y4, ranked #10 of 48 financial advisors in Kingston and rated 5.0 from 12 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Kingston, ONUpdated 0 paid placements in any rankingHow we rank

Call (613) 777-0797Website ↗

Key facts

Key facts about Caldwell Wealth & Estate Advisory Ltd.
Address650 Cataraqui Woods Dr #201, Kingston, ON K7P 2Y4Get directions
Phone(613) 777-0797
Websitecaldwelladvisory.ca
HoursMonday to Thursday: 8 AM – 4 PM; Friday: 8 AM – 12 PM
Google rating5.0 from 12 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Kingston and 1 town within 40 km: Greater Napanee.

Based in Kingston, ONView on map

Opening hours

Opening hours for Caldwell Wealth & Estate Advisory Ltd.
DayHours
Monday8 AM – 4 PM
Tuesday8 AM – 4 PM
Wednesday8 AM – 4 PM
Thursday8 AM – 4 PM
Friday8 AM – 12 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Caldwell Wealth & Estate Advisory Ltd.

How is Caldwell Wealth & Estate Advisory Ltd. ranked in Kingston?

Caldwell Wealth & Estate Advisory Ltd. is ranked #10 of 48 financial advisors in Kingston by RFA Score, with 64 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Caldwell Wealth & Estate Advisory Ltd.’s hours?

Caldwell Wealth & Estate Advisory Ltd. is open Monday to Friday. Its listed hours are Monday to Thursday, 8 AM – 4 PM; Friday, 8 AM – 12 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Caldwell Wealth & Estate Advisory Ltd. serve?

Serves Kingston and 1 town within 40 km: Greater Napanee. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Caldwell Wealth & Estate Advisory Ltd.?

Caldwell Wealth & Estate Advisory Ltd. has a rating of 5.0 from 12 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Caldwell Wealth & Estate Advisory Ltd.?

Call Caldwell Wealth & Estate Advisory Ltd. on (613) 777-0797. The business is at 650 Cataraqui Woods Dr #201, Kingston, ON K7P 2Y4. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

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Compare nearby financial advisors

Caldwell Wealth & Estate Advisory Ltd. compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Caldwell Wealth & Estate Advisory Ltd. (this business)—645.0 (12)NoNo
Cara Stapley - IG Wealth Management#8645.0 (12)NoNo1.0 km
Co-operators - Sabrina's Investments & Insurance Inc.#9643.8 (22)NoNo3.5 km
BMO Bank of Montreal#11642.9 (65)YesNo1.3 km

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