Rick Tomalty [full service with a fee-for-service option]
Caldwell Wealth & Estate Advisory Ltd. · Kingston, Ontario, Canada
Rick Tomalty [full service with a fee-for-service option] is a fee-only financial advisor at Caldwell Wealth & Estate Advisory Ltd. in Kingston, Ontario, Canada, who holds the CFP, CLU and ChFC credentials.
Questions about Rick
Is Rick Tomalty [full service with a fee-for-service option] a fee-only financial advisor?
Yes. Rick Tomalty [full service with a fee-for-service option] is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).
Where is Rick Tomalty [full service with a fee-for-service option] based?
Rick Tomalty [full service with a fee-for-service option] is based in Kingston, Ontario, Canada.
What credentials does Rick Tomalty [full service with a fee-for-service option] hold?
Rick Tomalty [full service with a fee-for-service option] holds the CFP, CLU, ChFC, CHS, MFA, CEA and CKA credentials.
How do I contact Rick Tomalty [full service with a fee-for-service option]?
Through Rick Tomalty [full service with a fee-for-service option]'s website, www.caldwelladvisory.ca.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Caldwell Wealth & Estate Advisory Ltd. |
|---|---|
| Based in | Kingston, Ontario, Canada |
| Credentials | CFP · CLU · ChFC · CHS · MFA · CEA · CKA |
| Website | www.caldwelladvisory.ca |
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Other fee-only advisors in Ontario
Where this information comes from
- Canadian fee-only planners directory : a directory limited to fee-only planners
- Directory listing last checked April 21, 2026.
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