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Campbell, Lee & Ross Investment Management Inc.

Address

1075 North Service Rd. West
Suite 200
Oakville, Ontario L2G 2
(905) 469 - 4630
Toll Free: (833) 469 - 4630
invest@clrim.com
www.clrim.com

Principal Contacts

Andrew Ross

Tel: (905) 469 - 4630

Client Minimums

Private: $500,000
Institutional: $500,000

Types of Accounts Managed

  • Private Individual / Investor
  • Institutional Investor - Pension Plan

Provinces of Business

  • Alberta
  • British Columbia
  • Manitoba
  • New Brunswick
  • Nova Scotia
  • Ontario*

* indicates a physical location in this province

About Us

Campbell, Lee & Ross Investment Management Inc. is an independent private wealth management firm founded in 2000, serving discerning clients from the Toronto, Oakville and Burlington communities.

Our firm provides portfolio management services to High Net-Worth (HNW) individuals and small/medium sized institutional clients. Each of the principals has an extensive background managing Equity and Fixed Income portfolios for large institutional clients. We are registered as Investment Counsellors in British Columbia, Alberta, Ontario, New Brunswick, Manitoba and Nova Scotia.

We are accessible investment experts who grow and protect your wealth.

We provide our HNW clients with expert investment management by combining the accessibility of a boutique firm with the principles & discipline of an institutional approach to investing. With Campbell, Lee & Ross Investment Management, you get the best of both worlds. You speak directly with the Portfolio Managers who are investing your money. You know them as intimately as they know you.