INVESTMENT MANAGEMENT

Bruce Campbell

 

 

 

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

 

Joseph Lee

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).

 

Andrew Ross

 

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.

 

  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