Can I unlock my locked-in RRSP (LIRA)?
Ideally you will leave your locked-in RRSP (LIRA) untouched until retirement, but what if you require the funds now?
Investing Information, News & Updates
Three key aspects to our financial management process
At Campbell, Lee & Ross Investment Management, our approach to building your investment portfolio is disciplined, tested and proven.
TFSA investing benefits
Who doesn’t like free stuff? We do! And even though there have been some changes to the Tax Free Savings Account (TFSA) rules, the net effect is that the government has set up a program that results in some free stuff for your benefit.
Transparency in Fees: Client Relationship Model (CRM2)
The Canadian government recently announced new legislation concerning the transparency of fees charged on investment accounts – referred to as CRM2.
New RRIF withdrawal minimums – why did they change?
Clients receiving annual RRIF payments recently had to adjust to new government changes regarding minimum withdrawals.
Disciplined, tested, proven – our research process is strategic and intentional
At Campbell, Lee & Ross, our investment style and research methodology is best described as ‘fundamental core’.
RRSP or TFSA – how does my tax bracket affect my choice?
There are a number of considerations to look at when choosing to deciding between an RRSP vs TFSA investment.
Bruce Campbell host BNN's The Street January 9, 2017
Bruce Campbell, president and portfolio manager at Campbell, Lee & Ross co-hosts The Street with BNN's Paul Bagnell. Ashraf Laidi, chief executive officer at Intermarket Strategy joins The Street to discuss how overseas markets are trading. Steven Schoenfeld, founder and CIO of BlueStar Indexes, weighs in on Trump and the Israel trade.
When is a Holding Company structure most beneficial for my investment portfolio?
A Holding Company is typically established to facilitate family planning, estate planning and or to structure an investment.
What is an Individual Pension Plan (IPP) and what are the benefits?
If you are a business owner, entrepreneur or executive, an Individual Pension Plan (IPP) may be just what you are looking for.