What should someone expect from Campbell, Lee & Ross when they become a client?
You can expect us getting to know you and your financial goals, with active discretionary portfolio management and timely on-going support.
About Our Firm
Campbell, Lee & Ross Investment Management Inc. is an independent private wealth management firm founded in 2000, serving discerning clients from the Toronto, Oakville and Burlington communities.
Our firm provides portfolio management services to High Net-Worth (HNW) individuals and small/medium sized institutional clients.
Each of the principals has an extensive background managing Equity and Fixed Income portfolios for large institutional clients.
We are registered as Investment Counsellors in British Columbia, Alberta, Ontario, Manitoba, New Brunswick and Nova Scotia.
We are accessible investment experts who grow and protect your wealth.
We provide our HNW clients with expert investment management by combining the accessibility of a boutique firm with the principles and discipline of an institutional approach to investing.
With Campbell, Lee & Ross Investment Management, you get the best of both worlds. You speak directly with the Portfolio Managers who are investing your money. You know them as intimately as they know you.
Learn More About Our Firm's Expertise
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It seems almost sacrosanct to question the benefits of making an RRSP contribution these days, but is it always the right thing to do, even if you can?
Should I worry about how the Canadian dollar might affect my retirement?
If you are feeling that the past year has been a very volatile time for the Canadian dollar, you might be wondering how that may affect your retirement plans.
