Welcome

HughesLittle Investment Management Ltd. is an employee owned investment management firm based in Vancouver, B.C .  It offers two pooled funds and segregated portfolio management services for individuals, corporations, foundations and pension plans.  The firm started in 2005.

This web-site will tell you about us and how we manage our clients’ money.

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Updates:

 

1) Conflict of Interest disclosure

Our Conflict of Interest disclosure has been updated and uploaded.  Its posted in the Investment Options tab under Conflict of Interest disclosure and Client Complaints disclosure.

Updated Wednesday, June 23, 2021

2) 2020 Tax Slips and Tax Receipts timeline for registered accounts:

T4 RIF and T4 RSP – Computershare will mail these out starting February 26th with the final batch being mailed out on March 1st.

RRSP contribution tax receipts for remainder of the year 2020  – Computershare will mail these out by February 26th.

RRSP contribution tax receipts for first 60 days of 2021 – Computershare will mail these out by March 15th.

Updated Thursday, March 4, 2021

3) Transactions in 2021

The Value Fund’s custodian – RBC Investors Services – now only accepts wire transfers.  No physical cheques are accepted.

The Balanced Fund’s custodian – Computershare Trustco –  only accepts online contributions. No physical cheques are accepted.  See also RRSP Contributions below.

Contact us for instructions for wire transfers or online contributions.

Updated Thursday, February 4, 2021

4) RRSP Contributions

March 1, 2021 is currently listed as the deadline for contributing to a RRSP for the 2020 tax year.  Our suggestion, though is to make your contribution no later than Tuesday, February 23rdBy contributing by Tuesday, February 23rd allows us to confirm that Computershare has received your contribution prior to the deadline.

To make contributions to your RRSP account online, add “Computershare Registered Plan Contribution” or “Computershare Private Client Solutions Contributions” as a bill payee on your personal online banking account. Use your Computershare account number

Currently the online feature is only available for accounts with major banks and some credit unions.  Computershare is still in the process of adding credit unions to this list.

If you don’t know, your Computershare account number, please contact us – 604-696-9799 or 1-877-696-9799 (toll free).

Updated Thursday February 4, 2021

5) HughesLittle Pandemic Letter to Clients

HughesLittle Letter to Clients March 24, 2020

updated March 24, 2020