ETFs & the Danger of Hyper ETF Concentration
Bay Street experience. Boutique firm accessibility.
A sophisticated, institutional approach to investing.
Balance. Protection. Growth. We understand asset management from all angles.
Disciplined. Tested. Proven. Our research process is strategic and intentional.
Reliable. Trustworthy. Scalable. We partner with some of Canada's largest financial institutions.
Invest intelligently. Grow your wealth.
With Campbell, Lee & Ross Investment Management
Campbell, Lee & Ross Investment Management Inc. (CLRIM) is a boutique private wealth management firm based in Oakville, Ontario, serving investors in Toronto and the GTA.
With a combined investing experience of over 100 years in institutional and private environments, our firm provides portfolio management and advisory services for High Net-Worth individuals and small/medium sized institutional clients.
At CLRIM, we practice proven investment strategies, tested through our collective experience managing Equity and Fixed Income portfolios for large institutional clients. The insights we acquired through those experiences are now being offered as bespoke solutions, to our valued clients.
Whether you need specific investment advice or a comprehensive investment strategy to meet the goals of you, your family or your business, we would love to talk.
Recent Investment News & Updates From Our Team
Canada Budget 2017: No news is good news
Every year at this time, planning for your RRSP contributions and investing becomes top of mind – Campbell, Lee & Ross can help.