Investing Information, News & Updates

RESP withdrawal rules if your child does not attend post-secondary school

Posted in RESP, RRIF, Investments

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?

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Balance, protection, growth - we understand asset management from all angles

Posted in Investments, Expertise

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.

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How does a Family Trust fit into my estate planning process?

Posted in Family Trusts, Investments, Estate Planning

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.

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What is the difference between a registered account and an unregistered account?

Posted in RESP, RRSP, RRIF, TFSA, Family Trusts, Endowments, Investments, IPP, Holding Company, Estate Planning

There are a number of differences between registered and unregistered investment accounts, but the main differences mostly revolved around tax.

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Does Campbell, Lee & Ross have relationships with other financial institutions?

Posted in Investments, Expertise

We partner with some of Canada's largest financial institutions to maintain a broad range of institutional relationships in benefit of our clients.

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Darren Sissons on BNN Market Call Tonight for Friday, November 11, 2016

Darren Sissons on BNN Market Call Tonight for Friday, November 11, 2016

Posted in In the News

Darren Sissons, vice president at Campbell, Lee & Ross Investment Management Inc., answers your questions on global equities and technology stocks.

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Bruce Campbell on BNN's The Street for Thursday, November 3, 2016

Bruce Campbell on BNN's The Street for Thursday, November 3, 2016

Posted in In the News

Bruce Campbell, president and portfolio manager at Campbell, Lee and Ross answers viewer questions on Canadian Large Caps.

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BNN Market Call for Friday, October 28, 2016

BNN Market Call for Friday, October 28, 2016

Posted in In the News

Bruce Campbell of Campbell, Lee & Ross takes BNN viewer questions on Canadian large caps.

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Darren Sissons on BNN's The Street (October 3, 2016) with outlook on oil prices

Darren Sissons on BNN's The Street (October 3, 2016) with outlook on oil prices

Darren Sissons, Vice President at Campbell, Lee & Ross joins BNN to discuss his outlook for the markets, and why he feels oil prices will be driven higher by the needs of Russia and Saudi Arabia.

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BNN Market Call for Tuesday, July 12, 2016

BNN Market Call for Tuesday, July 12, 2016

Posted in In the News

Bruce Campbell of Campbell, Lee & Ross takes BNN viewer questions on Canadian large caps.

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