• 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.


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Recent Investment News & Updates From Our Team

Real Estate Investment Strategy: Is It Time to Downsize?

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?

Exchange Traded Funds & the Danger of Hyper ETF Concentration

The popularity of Exchange Traded Funds (ETF) investment has surged in recent years – but do investors really understand the risk / reward balance?

Canada Budget 2017: Is no news good news?

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.