Campbell & Lee Investment Management Inc

Description

Campbell & Lee Investment Management Inc. is a boutique private wealth management firm based in Oakville ON, providing professional portfolio management services to high net-worth clients. A team of highly qualified management provides "big-city" expertise with "small-town" personalized service and accessibility. We work to design custom portfolios to cater to each client's risk tolerance, tax situation, needs and goals. Clients have been very pleased with our services having realized many positives. Our size provides the advantage of an intimate approach whereby each client's background and account holdings are always known. Communication is very effective as investment decision making and client reporting are not treated as individual processes. We concentrate on holding companies and fixed income instruments of high value providing solid returns. Each portfolio is managed in a segregated fashion to tailor to each client's specific objectives as opposed to a "one size fits all" strategy. Lastly, we pride ourselves in establishing and maintaining long term relationships with clients who place high value on our approach and proven results.

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