Campbell & Lee Investment Management Inc. (CLIM) is a private wealth management firm founded in 2000 and based in Oakville, Ontario. The firm provides portfolio management services to high net-worth clients and small/medium sized institutional clients. All three principals have extensive banking backgrounds managing Fixed Income and Equity portfolios for large institutional clients. Historically, high net-worth individuals and small/medium institutions have been managed by a retail broker network using inefficient high-cost mutual funds. The co-founders recognized the need for progessional professional portfolio construction combined with individual Fixed Income and Equity securities expertise. The three principals have a combined 90 years of experience in portfolio construction, fundamental research and trading

      We provide discretionary investment management services centered on building and preserving our clients' financial wealth. We have selected TD Waterhouse Institutional Services (WIS) to act as your custodian. In addition to providing peace of mind asset custody, TD WIS also provides monthly statements and full year-end tax information from their reporting system. With the execption of custodial services, we have no affiliation with any bank, broker or other financial institution, and thereby avoid any conflicts of interest.

     We pride ourselves on client service and communication. We have an open door policy and all of our principals are accessible for portfolio discussions and meetings. We mail a Quarterly Review outlining our opinions on recent macro events and their potential impact on fixed income and equity holdings. We also write a Monthly Review, distibuted through email, in which we will summarize the previous month and detail interesting investment thematics and strategies.

     Campbell & Lee Investment Management Inc. is registered under the category of Portfolio Manager with the Ontario, British Columbia, New Brunswick and Alberta Securities Commissions