# Campbell, Lee & Ross Investment Management

Campbell, Lee & Ross Investment Management is a Bank / Wealth / Trust based in Oakville, Canada.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Oakville, Canada
- **Region:** North America
- **Address:** Oakville, Ontario, Canada
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** clrim.com

## Regulatory record

- **Reports private funds:** No

## About

Founded in 2000 and based in Oakville, Ontario, Campbell, Lee & Ross Investment Management established itself during a period of growing demand for independent, advisor-led wealth solutions in Canada. The founding name partners — Campbell, Lee, and Ross — built the practice to serve individual and small institutional clients seeking managed, multi-asset portfolios. The firm's longevity in the competitive Toronto-area wealth corridor reflects a stable, relationship-based book of business. The firm provides discretionary investment management, constructing portfolios that typically span Canadian and US public equities, investment-grade and high-yield fixed income, and cash equivalents. Portfolios are tailored to each client's risk tolerance, income requirements, and tax situation, with a bias toward long-term capital appreciation and income generation. Its service model centers on direct client-advisor relationships rather than a fund-of-funds or platform-based architecture. The firm operates a single office in Oakville, a wealthy suburb west of Toronto. No adjacent philanthropic vehicles, operating companies, or co-investment clubs tied to the firm are a matter of public record. The lack of recent public announcements or media coverage implies a mature, low-profile book managed without growth-driven marketing. Structurally, Campbell, Lee & Ross differs from Canada's dominant bank-owned wealth platforms by operating as an independent, partner-led firm — a governance model that can reduce product-conflict pressures and align portfolio decisions directly with client objectives. For allocators conducting manager due diligence, the absence of published performance composites, personnel bios, or a clear investment committee structure represents a material information gap that would require direct engagement to resolve.

## Questions

### Does Campbell, Lee & Ross disclose its assets under management?

No. The firm does not publish assets under management or assets under advisement in any public filing, regulatory database, or media report. This is not unusual for a privately held, partner-led Canadian wealth manager with a regional client base, but it limits an allocator's ability to benchmark the firm's scale and resources without a direct request for disclosure.

## Related profiles

- [Allard, Allard & Associates](https://altss.com/profile/allard-allard-and-associates)
- [WealthCo Asset Management](https://altss.com/profile/wealthco-asset-management)

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Last updated: 2026-08-11T02:43:31.692Z

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