INVESTMENT MANAGEMENT

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Bruce Campbell
President
Bruce Campbell is a widely respected professional money manager with
over 35 years of experience in the investment industry. Bruce was a
Senior Vice President with Royal Trust, a wholly-owned subsidiary of
the Royal Bank, managing over ten billion dollars of Canadian and US
equity money for pension plans and mutual funds. In 2000, Bruce
co-founded Campbell and Lee Investment Management Inc. where he
currently provides investment services to a wide variety of high-net
worth clients. Bruce is widely recognized in the investment industry
through his frequent appearances on Business News Network (BNN)
providing valuable insight on individual equities. He has also passed
on his knowledge and expertise through published articles for various
investment magazines. Bruce’s ability to bring above average
performance to portfolio management returns stems from sound equity and
market research, professional portfolio construction and a disciplined
buy and sell strategy. Bruce has a B.A. and M.A. in Economics |
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Joseph Lee
Vice-President
Joseph Lee possesses close to 40 years of professional experience in
the investment industry, primarily in Fixed Income products. Joe
started his career as a Fixed Income Analyst at Wood Gundy Asset
Management. Joe Joined Laketon Investment Management Ltd. in 1981, as a
founding partner, where he spent 18 years successfully managing Fixed
Income portfolios. Joe co-founded Campbell & Lee Investment
Management Inc. with Bruce Campbell in 2000. Mr. Lee has co-authored a
textbook on Bond Trading Techniques for The Canadian Securities
Institute. In addition, Joe has taught Finance at Sheridan College on a
part-time basis as well as appearing as a guest on the Business News
Network (BNN) to discuss his views on bond investing. Joe has an
Honours Bachelor of Commerce degree (Hons B.Comm) and is a Fellow of
the Canadian Securities Institute (FCSI) and a Chartered Financial
Analyst (CFA). |

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Andrew Ross
Vice-President
Prior to joining Campbell & Lee Investment Management in 2007, Mr.
Ross spent 10 years at UBS Global Asset Management and its predecessor
RT Capital Management, the pension investment arm of the Royal Bank of
Canada. At RT/UBS, Andrew was a Senior Portfolio Manager and
Investment Analyst responsible for Canadian Equities and directly
responsible for the management of over $3 billion in equities.
Prior to joining UBS Andrew was an equity industry analyst with RBC
Dominion Securities and Richardson Greenshields specializing in Media,
Communication, and Technology based companies. Mr. Ross has an
Electrical Engineering degree (B.Sc.) and a Masters of Business
Administration degree (MBA). Andrew is also a professional engineer
(P.Eng.) and a Chartered Financial Analyst (CFA). Prior to
acquiring his MBA, he spent 5 years as a forensic engineering
consultant.
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Faye Merrilees
Client Services
Faye possesses 30 years of internal and external client administrative
service experience with financial, insurance, pension and mortgage
institutions. Prior to joining Campbell and Lee Investment Management
in January 2010, she gained her knowledge and experience from
Laurentian Bank, Sun Life Assurance, William M.Mercer, Swiss RE and
D-Link. If you require financial administrative assistance from
Campbell and Lee Investment Management, please contact Faye
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