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. Value Fund's custodian, RBC Investor Services, are accepting both wire transfers and cheques of up to $100,000.
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. 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.
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. 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.
Services
We offer two pooled funds and segregated portfolio management services for individuals, corporations, foundations and pension plans. For investments up to $100,000, you can send a cheque made payable to 'RBC Investor Services'. Please kindly ensure sufficient time for delivery if you are sending by mail.
Mark is President of HughesLittle and is responsible for client services, portfolio management, administration and compliance. Prior to starting HughesLittle, from 1995 to 2004, Mark held a variety of senior positions at a Vancouver based investment manager. Mark is a Chartered Accountant, a Chartered Financial Analyst, and a graduate of Simon Fraser University and Capilano College.
Our primary investment objective is to provide our clients with a long-term, above-average real return after taxes. In pursuing this objective, we focus mainly on owning equities that are undervalued at the time of purchase, well-managed, have enduring competitive strengths, and have above-average growth potential.
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