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?
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
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.