About Us
At the core of our investment philosophy is the belief that successful financial strategies begin with a comprehensive plan that is aimed at achieving a secure financial future.
Little & Davies is a financial planning firm established in 1998 by Grant Little, Bryce Little and Duncan Davies. With over 125 years’ combined experience, our long-standing presence has allowed us to build a client-centered practice based on trustworthy and professional relationships.
We offer insurance, investments, individual and business planning advice .
Bryce Little
As a Certified Financial Planner, Bryce develops and coordinates the optimal financial approach for each client’s situation.
We believe that the strength of our service lies in the expertise and dedication of our team. Our professionals bring a wealth of experience in financial planning, investment management, and client relations. Each team member is committed to delivering solutions with integrity and working collaboratively to ensure the best outcomes for our clients.
We are committed to the highest standards of ethical practice and have procedures in place to ensure that we follow discretionary and sound management. We apply the Six-Step Model in our financial planning process and strive to maintain relationships with our clients that are built on trust and mutual respect.
Little & Davies places great value on serving in the community and contributing to worthy causes. On this page, you will find a list of organizations we currently support.
