Investing Information, News & Updates

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 for transition of your account.

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Darren Sissons on BNN Market Call Tonight for Friday, January 27, 2017

Darren Sissons on BNN Market Call Tonight for Friday, January 27, 2017

Posted in In the News

Darren Sissons, vice president and partner at Campbell, Lee & Ross, takes viewer questions on global equities and technology stocks.

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Can I unlock my locked-in RRSP (LIRA)?

Posted in RRSP, RRIF, Investments

Ideally you will leave your locked-in RRSP (LIRA) untouched until retirement, but what if you require the funds now?

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Three key aspects to our financial management process

Posted in Investments, Expertise

At Campbell, Lee & Ross Investment Management, our approach to building your investment portfolio is disciplined, tested and proven.

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TFSA investing benefits

Posted in TFSA, Investments

Who doesn’t like free stuff? We do! And even though there have been some changes to the Tax Free Savings Account (TFSA) rules, the net effect is that the government has set up a program that results in some free stuff for your benefit.

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Transparency in Fees: Client Relationship Model (CRM2)

Posted in RRSP, Investments, Expertise

The Canadian government recently announced new legislation concerning the transparency of fees charged on investment accounts – referred to as CRM2.

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New RRIF withdrawal minimums – why did they change?

Posted in RRIF, Investments

Clients receiving annual RRIF payments recently had to adjust to new government changes regarding minimum withdrawals.

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Disciplined, tested, proven – our research process is strategic and intentional

Posted in Investments, Expertise

At Campbell, Lee & Ross, our investment style and research methodology is best described as ‘fundamental core’.

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RRSP or TFSA – how does my tax bracket affect my choice?

Posted in RRSP, TFSA, Investments

There are a number of considerations to look at when choosing to deciding between an RRSP vs TFSA investment.

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Bruce Campbell host BNN's The Street January 9, 2017

Bruce Campbell host BNN's The Street January 9, 2017

Posted in In the News

Bruce Campbell, president and portfolio manager at Campbell, Lee & Ross co-hosts The Street with BNN's Paul Bagnell. Ashraf Laidi, chief executive officer at Intermarket Strategy joins The Street to discuss how overseas markets are trading. Steven Schoenfeld, founder and CIO of BlueStar Indexes, weighs in on Trump and the Israel trade.

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