For many investors in the Oakville or Toronto area, real estate has been a good strategy. However, the question is, for how long? Maybe it's time to revisit the idea of downsizing?
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The popularity of Exchange Traded Funds (ETF) investment has surged in recent years – but do investors really understand the risk / reward balance?
The Canadian federal government released their 2017 budget to limited fanfare on March 22, as many were worried about increased taxes and reduced support for small business. But, the result has been termed a ‘wait and see’ budget by many who have reviewed it.
Every year at this time, planning for your RRSP contributions and investing becomes top of mind – Campbell, Lee & Ross can help.
At Campbell, Lee & Ross Investment Management, our approach to building your investment portfolio is disciplined, tested and proven.
The Canadian government recently announced new legislation concerning the transparency of fees charged on investment accounts – referred to as CRM2.
Clients receiving annual RRIF payments recently had to adjust to new government changes regarding minimum withdrawals.
At Campbell, Lee & Ross, our investment style and research methodology is best described as ‘fundamental core’.
There are a number of considerations to look at when choosing to deciding between an RRSP vs TFSA investment.
A Holding Company is typically established to facilitate family planning, estate planning and or to structure an investment.
If you are a business owner, entrepreneur or executive, an Individual Pension Plan (IPP) may be just what you are looking for.
Collapsing an RESP – or withdrawing funds when your child does not attend post-secondary school – has significant penalties. So, are there other strategies to avoid paying the collapse penalty tax?
At Campbell, Lee & Ross, we offer institutional portfolio construction and management for high net-worth investors by melding top down positioning with bottom-up research.
Family trusts are frequently established to facilitate tax efficient intergenerational asset transfers, to protect assets and or to maintain or guide control of assets being transferred.
We partner with some of Canada's largest financial institutions to maintain a broad range of institutional relationships in benefit of our clients.