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  • Campbell & Lee Investment Management Inc Website
    (905) 469-4630
    1075 N Service Rd W Ste 200, Oakville, ON L6M 2G2

    Campbell, Lee & Ross Investment Management Inc. is a boutique private wealth management firm based in Oakville, Ontario. It offers portfolio management and advisory services to high-net-worth individuals and small to medium institutional clients across Toronto, the GTA and surrounding communities, …

  • Lincluden Management Limited Website
    905.825.9000
    1275 N Service Rd W Ste 607, Oakville, ON 634

    Morguard Lincluden Global Investments provides value-based investment management for institutional and private clients across Canada. It offers balanced, equity, and fixed-income portfolios, including a real-estate equity fund, serving pension plans, foundations, endowments, First Nations trusts, a…

  • Eagle Partners Financial Solutions Website
    905.814.5504
    211 Lakeshore Road East, Oakville, ON L6J 1H7

    Eagle Partners provides comprehensive financial planning, investment management, tax and estate strategies, and a range of personal and business insurance solutions for individuals, families, and entrepreneurs across Canada, helping clients achieve long‑term financial security and growth through pe…