• Campbell, Lee, Ross Investment Management Toronto

    Trusted by clients – backed by over 100 years of investing experience.

    We balance asset growth and risk mitigation to protect and grow your portfolio through changing market dynamics.

    About Our Firm »

  • Customized Portfolio Management, Oakville, Toronto

    Customized portfolio management for discerning individuals.

    Our individually tailored investment process has been time-tested and proven over multiple market cycles.

    Our Investment Approach »

  • Bespoke Investment Solutions, Toronto, Oakville

    Peace of mind that lets you get on with the important things in life.

    Our customized, strategic approach to growing your wealth is designed so you and your family can live life on your terms. 

    Our Bespoke Solutions »

  • Boutique Investment Firm Service, Oakville

    Client communication that is timely, accurate and meaningful.

    We apply the same discipline and care to reporting the progress of your portfolio as we do with investing your assets.

    Your Client Experience »

Bay Street experience. Boutique firm accessibility.

A sophisticated, institutional approach to investing.


Portfolio Construction

Balance. Protection. Growth. We understand asset management from all angles.

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Disciplined Financial Research Methodology

Research Methodology

Disciplined. Tested. Proven. Our research process is strategic and intentional. 

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Industry Relationships

Reliable. Trustworthy. Scalable. We partner with some of Canada's largest financial institutions.

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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.


Firm »  |  Team »  |  Investment Approach »

TRUSTED ADVISORS  | Business News Network (BNN)

Watch Campbell, Lee & Ross partners – Bruce Campbell and Darren Sissons – on BNN's Market Call and Market Call Tonight for insight on the latest market trends.

CLRIM on BNN

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Recent Investment News & Updates From Our Team

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

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

What happens if my portfolio manager retires?

When your portfolio manager is planning to retire, you want to be confident there is a strong succession plan in place for transition of your account.

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?