A Holding Company is typically established to facilitate family planning, estate planning and or to structure an investment.
Investing Information, News & Updates
If you are a business owner, entrepreneur or executive, an Individual Pension Plan (IPP) may be just what you are looking for.
Bruce Campbell, president and portfolio manager at Campbell, Lee and Ross answers viewer questions on Canadian Large Caps.
Collapsing an RESP – or withdrawing funds when your child does not attend post-secondary school – has significant penalties. So, are there other strategies to avoid paying the collapse penalty tax?
At Campbell, Lee & Ross, we offer institutional portfolio construction and management for high net-worth investors by melding top down positioning with bottom-up research.
Family trusts are frequently established to facilitate tax efficient intergenerational asset transfers, to protect assets and or to maintain or guide control of assets being transferred.
There are a number of differences between registered and unregistered investment accounts, but the main differences mostly revolved around tax.
We partner with some of Canada's largest financial institutions to maintain a broad range of institutional relationships in benefit of our clients.
Darren Sissons, vice president at Campbell, Lee & Ross Investment Management Inc., answers your questions on global equities and technology stocks.