About Us

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, Duncan Davies and Bryce Little. With over 60 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 .

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Our Advisors

Bryce Little, Duncan Davies, Shaun Stevenson
As Certified Financial Planners, Bryce, Duncan and Shaun develop and coordinate the optimal financial approach for each client’s situation.

 

Little & Davies reception area

Our Practice

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.

 

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Our Partners

Little & Davies has chosen to be registered through Worldsource Financial Management (WFM) for all investment accounts we provide. Visit this page to find out more about WFM and for a list of professionals we will refer you to for issues beyond our scope and expertise.

 

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Community Involvement

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.