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 .
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 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.
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.