Work / Financial services Project 2015 (website) · search marketing since 2020 · Published December 2015

Website redesign for Caldwell Investment Management, Toronto

Caldwell Investment Management

Investment management and advisory services, founded in 1990

What we did

Website redesign
Fund pages and documents
Search marketing since 2020
Client since 2014

Web design services → Financial services clients →

Caldwell Investment Management website after the redesign by New Design Group

(01) The task

The task

Caldwell Investment Management manages money for Canadian retail and institutional investors: financial institutions, pension funds, endowments, foundations and private accounts.

Thomas S. Caldwell founded it in 1990. It is part of Caldwell Financial Ltd., a majority employee-owned firm, and is registered with the Ontario Securities Commission.

An investment manager's website is read by investors and advisors before the first meeting, and by compliance before anything goes live. The site had to present the funds, their documents and the firm's people in a form that passes both readings.

Caldwell Investment Management designs and runs investment funds and portfolios for Canadian investors, from private accounts to pension funds. Its founder, Thomas S. Caldwell, has been in the investment industry since 1965.

The 2015 redesign was the first project. The relationship went on: the Caldwell group has been a client since 2014, on monthly search marketing since 2020, and two more of the group’s websites were built in 2026. Dmitri runs the account.

(02) The work

What we did

01

Website redesign

A new design for the firm's website in 2015: the funds, the firm's principles and the people behind it, laid out for an investor who is deciding whether to call.
02

Fund pages and documents

Fund pages with the fact sheets and reports investors download, shown in the site's own design rather than as a pile of PDFs.
03

Search marketing, every month

Since 2020 we have run monthly search marketing for the Caldwell group, with a report every month.
04

The group's other websites

The relationship started in 2014 and widened to the group's other companies: securities, insurance and family office. Two more sites were built for the group in 2026.