Company Summary

Campbell, Lee & Ross Investment Management Inc (CLRIM) is an independent private wealth management firm founded in 2000 and based in Oakville, Ontario. Our firm provides portfolio management services to High Net-Worth (HNW) individuals and small/medium sized institutional clients. All of the principals have extensive backgrounds managing Equity and Fixed Income portfolios for large institutional clients. We are registered as Investment Counsellors in British Columbia, Alberta, Ontario, New Brunswick and Nova Scotia.

Source: Campbell Lee & Ross Investment Management

Unique Value Proposition

See “About” above

AUM ($Bil)

Year Founded


Key Personnel

Bruce Campbell, President and Portfolio Manager
Sven Hahmann, Director, Finance & Client Services
Andrew Ross, VP and Portfolio Manager


1075 North Service Road West, Suite 200
Oakville, Ontario
L6M 2G2

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