Our Client Services Team
Our professional service team is integral to our commitment of providing an exemplary client service experience and will ensure your requests are handled in a timely and discreet manner.
At Campbell Lee & Ross Investment Management we’ve taken traditional customer support and enhanced that foundational service to provide an experience we refer to as 'customer success'.
Our customer success team has years of experience managing the administration of our client relationships and ensuring that all of the documentation for the successful management of your financial affairs is in order.
Our customer success team is an integral part of our bespoke investment management service and one that helps us ensure your success.
Manager, Finance & Client Services, CCO
Sven brings over 25 years’ of investment management experience to the table. He held positions at Royal Trust, RT Capital Management, UBS Global Asset Management before finding his sweet spot with Campbell Lee & Ross. His expertise is in the areas of Financial Accounting, Asset/Data reporting, and Portfolio Analysis. Sven is a dynamic, dedicated and open minded individual who loves helping his clients achieve their goals.
When not at work, Sven enjoys maintaining an active and physically demanding lifestyle. His passion is to hike in remote areas of the world and strive to fulfill the adventure seeker that lies beneath. He is an avid runner which helps him prepare for the rigours that hiking and climbing demand. His ultimate goal is to climb a real mountain. Why? Because it’s there, and he loves the challenge!
Financial Services Associate
Greg is a relationship manager that provides in-depth financial planning solutions for his clients. With over half a decade of experience as a client relationship professional in the financial services industry, Greg understands the value of building strong, long lasting relationships. He has built a reputation for his ability to provide exceptional client service and for his professional and positive attitude.
Greg holds an Honours Bachelor of Commerce degree, specializing in Finance and Marketing from the University of Ottawa.
While away from the office, Greg enjoys spending time with his wife and family, playing golf and cycling.
Client Services Manager
Pauline joined Campbell Lee & Ross Investment Managment in 2012. bringing 22 years of experience working in the investment and financial service industry with Royal Trust, RBC Global Asset Management and UBS Global Asset Management.
Pauline's focus is on servicing the needs of our clients and ensures that they receive the highest level of support for their day to day investment needs.
Outside of the office, Pauline enjoys entertaining family and friends, travelling and playing golf.
Together with their 2 children, she and her husband have the pleasure of living and working in the Oakville community.