Investing Information, News & Updates

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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When is a Holding Company structure most beneficial for my investment portfolio?

Posted in Investments, Holding Company

A Holding Company is typically established to facilitate family planning, estate planning and or to structure an investment.

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What is an Individual Pension Plan (IPP) and what are the benefits?

Posted in Investments, IPP

If you are a business owner, entrepreneur or executive, an Individual Pension Plan (IPP) may be just what you are looking for.

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Bruce Campbell on BNN Market Call for Tuesday, January 3, 2017

Bruce Campbell on BNN Market Call for Tuesday, January 3, 2017

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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Should I contribute to my RRSP or TFSA?

Posted in RRSP, TFSA, Investments

A common question is whether an individual should maximize their RRSP or TFSA contribution.

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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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