Investment Knowledge

Family Trusts Investment Strategy, Toronto

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ETFs & the Danger of Hyper ETF Concentration

in In the News, Market, Investments, Stocks, Bonds

ETFs & the Danger of Hyper ETF Concentration

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Canada Budget 2017

in In the News, Market, Investments

Canada Budget 2017: No news is good news

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RRSP contributions for 2016 – it's that time again!

in RRSP, Investments

Every year at this time, planning for your RRSP contributions and investing becomes top of mind – Campbell, Lee & Ross can help.

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Can I unlock my locked-in RRSP (LIRA)?

in RRSP, RRIF, Investments

Ideally you will leave your locked-in RRSP (LIRA) untouched until retirement, but what if you require the funds now?

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Three key aspects to our financial management process

in Investments, Expertise

At Campbell, Lee & Ross Investment Management, our approach to building your investment portfolio is disciplined, tested and proven.

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TFSA investing benefits

in TFSA, Investments

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.

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Transparency in Fees: Client Relationship Model (CRM2)

in RRSP, Investments, Expertise

The Canadian government recently announced new legislation concerning the transparency of fees charged on investment accounts – referred to as CRM2.

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New RRIF withdrawal minimums – why did they change?

in RRIF, Investments

Clients receiving annual RRIF payments recently had to adjust to new government changes regarding minimum withdrawals.

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Disciplined, tested, proven – our research process is strategic and intentional

in Investments, Expertise

At Campbell, Lee & Ross, our investment style and research methodology is best described as ‘fundamental core’.

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RRSP or TFSA – how does my tax bracket affect my choice?

in RRSP, TFSA, Investments

There are a number of considerations to look at when choosing to deciding between an RRSP vs TFSA investment.

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When is a Holding Company structure most beneficial for my investment portfolio?

in Investments, Holding Company

A Holding Company is typically established to facilitate family planning, estate planning and or to structure an investment.

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What is an Individual Pension Plan (IPP) and what are the benefits?

in Investments, IPP

If you are a business owner, entrepreneur or executive, an Individual Pension Plan (IPP) may be just what you are looking for.

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Should I contribute to my RRSP or TFSA?

in RRSP, TFSA, Investments

A common question is whether an individual should maximize their RRSP or TFSA contribution.

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RESP withdrawal rules if your child does not attend post-secondary school

in RESP, RRIF, Investments

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?

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Balance, protection, growth - we understand asset management from all angles

in Investments, Expertise

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.

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How does a Family Trust fit into my estate planning process?

in Family Trusts, Investments, Estate Planning

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.

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Does Campbell, Lee & Ross have relationships with other financial institutions?

in Investments, Expertise

We partner with some of Canada's largest financial institutions to maintain a broad range of institutional relationships in benefit of our clients.

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