It seems almost sacrosanct to question the benefits of making an RRSP contribution these days, but is it always the right thing to do, even if you can?
Bay Street experience. Boutique firm accessibility.
A sophisticated, institutional approach to investing.
Balance. Protection. Growth. We understand asset management from all angles.
Disciplined. Tested. Proven. Our research process is strategic and intentional.
Reliable. Trustworthy. Scalable. We partner with some of Canada's largest financial institutions.
Invest intelligently. Grow your wealth.
With Campbell, Lee & Ross Investment Management
Campbell, Lee & Ross Investment Management Inc. (CLRIM) is a boutique private wealth management firm based in Oakville, Ontario, serving investors in Toronto and the GTA.
With a combined investing experience of over 100 years in institutional and private environments, our firm provides portfolio management and advisory services for High Net-Worth individuals and small/medium sized institutional clients.
At CLRIM, we practice proven investment strategies, tested through our collective experience managing Equity and Fixed Income portfolios for large institutional clients. The insights we acquired through those experiences are now being offered as bespoke solutions, to our valued clients.
Whether you need specific investment advice or a comprehensive investment strategy to meet the goals of you, your family or your business, we would love to talk.
Recent Investment News & Updates From Our Team
If you are feeling that the past year has been a very volatile time for the Canadian dollar, you might be wondering how that may affect your retirement plans.
Long bull market runs often have periods of volatility that can cause investors to pause and reflect on the holdings in their portfolios.