Your Client Experience
Making sure you understand and are comfortable with your investments is our number one concern. Our client experience process is designed with your peace of mind as a top priority.
At Campbell, Lee & Ross Investment Management, we understand that every individual or family has a unique set of financial circumstances and objectives. We spend a considerable amount of time upfront to truly understand yours.
We begin with a personal discovery meeting to make sure that our understanding of your financial goals and our recommendations will be fully aligned.
Integrated Planning & Bespoke Solutions
We believe in an integrated planning approach. This entails harmonizing all of your accounts to maximize their returns.
If your registered accounts (i.e. RRSPs, RRIFs, etc.) are managed with a different set of objectives from your unregistered accounts (i.e. holdcos, investment accounts, etc.), the result can be that your accounts work at cross-purposes.
We design a customized Bespoke Solution for you, based on this integrated planning approach that will have you reaching your financial goals more quickly.
Accessible, Friendly Communications
Having a portfolio that you don't understand can be frustrating. We take the time to make sure you understand each investment in your portfolio, as well as the process and strategy behind each holding.
Your portfolio manager will speak in plain language and our dedicated and supportive team is available at any time to answer your questions in real time.
All of us here at Campbell, Lee & Ross Investment Management believe in education first – before the implementation of a portfolio strategy.
After our discovery meeting and the implementation of your portfolio strategy, you have just begun to experience our service commitment.
We believe that ongoing reviews and updates are equally important to your peace of mind.
As a client of our firm, you will receive our monthly newsletter, along with quarterly or semi-annual reviews (your choice), and a thorough annual review.
We are available when you are and look forward to our reviews as a way to keep your investments on the track you intended when you came to us.