Calrossie Investment Management

At Calrossie Investment Management Inc., we are committed to delivering better-than-average returns for lower-than-average fees. Our boutique investment management company is focused on helping our clients grow their wealth through a stream of dividends. With over 30 years of finance industry experience, our portfolio manager, David Ramsay, has established a reputation as a top-ranked, client-focused investment analyst.

Our investment philosophy is centered around dividend-paying stocks, and we take a core Canadian-based "buy and hold" approach to portfolio management. We believe that a well-diversified portfolio with a mix of high-quality dividend-paying stocks and a smaller, more actively-traded portfolio of North American securities can help our clients achieve their long-term financial goals. We use modest financial leverage to enhance returns, and our flat 1% fee (plus HST) means that our clients can keep more of their hard-earned money.

Our Services

At Calrossie Investment Management Inc., we offer a unique investment vehicle that combines the long-term performance advantages of a core portfolio of Canadian dividend-paying stocks with the benefits of a smaller, more actively-traded portfolio of North American securities. Our Calrossie Partners Fund is designed to outperform the S&P/TSX Composite Total Return Index by several percentage points over the long term, while providing our clients with a steady stream of dividend income.

Our investment approach is based on a thorough analysis of the Canadian dividend-paying stocks, and we continually review the market to identify opportunities for our clients. We take a disciplined approach to investment management, and our portfolio manager, David Ramsay, has a deep understanding of the Canadian market and a proven track record of delivering strong returns for our clients.

Our Commitment

At Calrossie Investment Management Inc., we are committed to providing our clients with exceptional service and investment performance. We believe that our unique approach to investment management, combined with our commitment to transparency and accountability, sets us apart from other investment management companies. We are dedicated to helping our clients achieve their financial goals, and we are confident that our investment approach can help them grow their wealth over the long term.