Our Story, Values & Vision

For nearly a decade, Spring Lime Investments has been at the forefront of strategic wealth management, helping clients navigate financial markets with confidence and clarity.

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Our Story

Founded in 2014, Spring Lime Investments has grown from a boutique firm to a leading investment management company serving clients across Canada.

Spring Lime Investments Office

Building Financial Futures Since 2014

Spring Lime Investments Inc. was founded in June 2014 with a commitment to providing innovative and sustainable investment solutions. Our name reflects our approach - "Spring" represents growth and new beginnings, while "Lime" symbolizes freshness and vitality in financial strategies.

With our registered office in Vancouver, BC, we have established ourselves as a trusted partner for individuals, families, and institutions seeking expert financial guidance and portfolio management.

Our journey began with a simple vision: to create an investment firm that prioritizes client relationships, transparency, and long-term value creation. Today, we manage over $2.1 billion in assets for more than 500 clients across Canada.

Our Mission

To empower our clients with strategic investment solutions that deliver sustainable growth and financial security.

Our Vision

To be Canada's most trusted investment management firm, recognized for innovation, integrity, and exceptional client outcomes.

Our Core Values

The principles that guide every decision we make and every relationship we build.

Integrity

We uphold the highest ethical standards, ensuring transparency and honesty in all client interactions.

Innovation

Continuously evolving our strategies to adapt to market changes and leverage new opportunities.

Client Focus

Your financial goals are our priority. We listen, understand, and tailor solutions to your unique needs.

Excellence

Committed to delivering exceptional results through rigorous analysis and disciplined execution.

Our Journey

Key milestones in our growth and development as a leading investment firm.

2014

Foundation

Spring Lime Investments Inc. was founded in Vancouver, BC with a vision to provide innovative investment solutions.

2016

First Major Fund Launch

Launched our flagship Growth & Income Fund, which has consistently outperformed market benchmarks.

2018

Expansion

Expanded our services to include wealth planning and estate management, establishing a comprehensive offering.

2020

ESG Integration

Formally integrated Environmental, Social, and Governance (ESG) factors into all investment processes.

2022

$2B Milestone

Reached $2 billion in assets under management, serving over 500 individual and institutional clients.

2023

Digital Transformation

Launched enhanced digital platforms and tools to provide clients with better access and insights.

Awards & Recognition

Our commitment to excellence has been recognized by industry leaders and publications.

Best Investment Firm 2022

Recognized by Canadian Investment Awards as the top mid-size investment firm for client satisfaction and performance.

5-Star Client Service Rating

Consistently awarded the highest client service rating by independent review platform WealthManagement.ca.

ESG Leadership Award

Honored for our commitment to sustainable investing and integration of ESG factors across all portfolios.

By The Numbers

Our growth and impact in numbers that tell our story of success and commitment.

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Community & Responsibility

We believe in creating value beyond financial returns - for our clients, communities, and the environment.

Investing in Our Communities

At Spring Lime Investments, we recognize that our success is intertwined with the wellbeing of the communities we serve. We're committed to making a positive impact through strategic philanthropy, volunteerism, and sustainable business practices.

Each year, we donate a percentage of our profits to local and national charities focused on education, environmental conservation, and financial literacy. Our team members actively participate in volunteer initiatives, contributing hundreds of hours annually to causes they're passionate about.

We also integrate ESG (Environmental, Social, and Governance) principles into our investment processes, ensuring that our portfolios reflect our values and contribute to a more sustainable future.

Learn About Our ESG Approach
Community Engagement