What happens if my portfolio manager retires?

Posted in Investments, Expertise

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

At Campbell, Lee & Ross we understand that you've put a great deal of trust in in our team – and in your Portfolio Manager specifically. Our highest commitment to you is to honour that trust as we grow your wealth over the years.

There will be a day, however, when your Portfolio Manager will begin preparations for his or her retirement. When that happens, we want you to know we have you covered.

We have a step-by-step process that we follow to ensure you and your accounts are transitioned seamlessly, with full agreement and transparency. As soon as your Portfolio Manager makes their plans known, we will be in touch with you to talk through the process with you.

Our goal is to ensure the retirement of your Portfolio Manager has no negative impact on your accounts or the experience you have with our firm.

For more information on our succession strategies, please give us a call