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.


2021 Distribution in Cash
If you would like to receive your 2021 Value Fund distribution in cash, please let us know by mail, email or fax by December 15th, 2021.
Last Transaction for 2021
The last transaction date for 2021 is December 15th.

Please be reminded that NO transactions (purchase or redemptions) will be processed on December 31, 2021.
RRSP Transfer Deadline
The 2021 Computershare deadline for Transfer In and Transfer Out of RRSP/RRIF accounts is November 19, 2021.

Transfers received in good order by the deadlines will be processed by Computershare in accordance to the instructions provided.

Transfers received in good order after the deadline date will be held and processed in priority sequence (i.e. earliest receive date), starting on January 4, 2022.
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.
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 $250,000. 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.
Pandemic Letter to our Clients
Please read our Letter to Clients, dated March 24, 2020, addressing concerns clients may have regarding COVID-19.