Our mission as financial planners is to provide personal service and valuable financial advice to help our clients make the right decisions. Based on your financial objectives and risk tolerances, we will identify your short and long term goals, risk tolerance, tax considerations and investment preferences.
From this extensive analysis, we will develop a comprehensive financial plan that’s right for you. Income needs, tax situation, legal constraints and preferences change over time, so our planners regularly review and update your plan to ensure that it consistently reflects those changes.
Our clients achieve their financial goals with confidence, through our conservative approach and prudent risk management.
Our values are rooted in professional ethics and we strive to be recognized as the best source of financial advice.
Bryce Little is the Managing Advisor of Little & Davies Insurance & Financial Planning. Bryce began his career in the financial services in 1991 as an advisor with Standard Life. After three decades in the industry, he still thoroughly enjoys helping his clients reach their financial goals and achieve their lifestyle dreams.
Duncan Davies is a Senior Advisor at Little & Davies Insurance & Financial Planning. He began his career in the financial services industry over 30 years ago as a Standard Life agent. Today, as a chartered financial consultant, Duncan continues to be avidly committed to helping his clients achieve what matters most to them.
Julie Polack is our fully licensed associate. Her role encompasses office management, sales and service of Group Benefits, Group RRSP and Individual Life and Living benefits in addition to her responsibilities as a Licensed Mutual Fund associate. Julie’s personal life experience has led her to become particularly passionate about protecting her clients with Critical Illness Insurance.