About Our Firm

About Campbell, Lee & Ross Investment Management

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, New Brunswick and Nova Scotia.

We are accessible investment experts who grow and protect your wealth.

We provide our high net worth 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.

Our Investment Approach »

Learn More About Our Firm's Expertise

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.

What Retail Investors could learn from Accountants

When building an investment portfolio, it can be useful to take a page from accounting principles – specifically how accountants view inventory when valuing a company’s products.

Show Summary: Stock Markets Themes From Around the World

The continuing themes in the stock markets over the past few months, which has been the political uncertainty a number of countries are experiencing, were discussed by Darren Sissons on BNN (October 13, 2017).

Read All Posts In This Category »

Meet Our Partners

Bruce Campbell, Investment Manager
Bruce Campbell | Bio »

Andrew Ross, Investment Manager, Oakville

Andrew Ross | Bio »

Darren Sissons, Investment Manager

Darren Sissons | Bio »