Investment Management Ltd.

We are an employee owned investment management firm based in Vancouver, BC.  We offer two pooled funds and segregated portfolio management services for individuals, corporations, foundations and pension plans.  The firm started in 2005.


Conflict of Interest Disclosure
Our Conflict of Interest disclosure has been updated.

Conflict of Interest Disclosure
Client Complaints Disclosure
Purchasing Units
Value Fund's custodian, RBC Investor Services, are accepting both wire transfers and cheques of up to $100,000. For more information please click here.

Balanced Fund's custodian, Computershare Trustco, are only accepting online contributions. No physical cheques are accepted at the moment.

Contact us for instructions for wire transfers or online contributions.
RRSP Contributions
To make contributions to your RSP account online, simply add “Computershare Registered Plan Contribution” or “Computershare Private Client Solutions Contributions” as a bill payee on your personal on-line banking account. Use your Computershare account number. If you don't know your Computershare account number, please contact us.

Currently, the on-line feature is only available for accounts with major banks and some credit unions. Computershare is still in the process of adding credit unions to the list.
Pandemic Letter to our Clients
Please read our Letter to Clients, dated March 24, 2020, addressing concerns clients may have regarding COVID-19.