Business Details
28 Years
experience
Your Independent Financial Planning Partner in Victoria
At Little & Davies, we are dedicated to providing personalized financial planning services tailored to meet the unique needs of our clients. Established in 1998, our firm was founded on the principle of offering unbiased advice free from institutional constraints. Our team of certified professionals brings decades of combined experience in investment management, insurance, and comprehensive financial planning. We prioritize client relationships over product sales, ensuring recommendations align with individual goals and risk tolerances. Our six-step planning process emphasizes transparency, ethical practices, and ongoing portfolio reviews to adapt to changing life circumstances. We specialize in retirement planning, estate strategies, tax optimization, and business succession planning, serving both individual and corporate clients.Our partnership with Assante Wealth Management provides access to a wide range of investment solutions while maintaining our independent advisory approach. Community involvement remains central to our values, supporting local initiatives that align with our clients' interests. With offices in Victoria, BC, we serve clients across Canada through personalized consultations and digital communication tools. Our commitment to continuous education ensures our team stays current with evolving financial regulations and market trends to deliver informed guidance.
Services
Financial Planning
Investment Management
Insurance Solutions
Retirement Planning
Estate Planning
Business Succession Planning
Tax Optimization
Employee Benefits Consulting
Details
- Year established: 1998
Highlights and features
- We offer 25+ years of independent financial advisory experience since 1998
- Our team includes Certified Financial Planners with specialized expertise in tax and estate planning
- We maintain complete independence from financial institutions to provide unbiased advice
- Our six-step planning process ensures comprehensive, personalized financial strategies
- We guarantee ongoing portfolio reviews to adapt to changing life circumstances
Services
Financial Planning
Our comprehensive financial planning service creates personalized roadmaps for achieving financial independence. We analyze your unique circumstances, risk tolerance, and long-term goals to develop customized strategies that address retirement planning, tax optimization, and estate preservation. Through regular portfolio reviews and adjustments, we ensure your plan evolves with changing life circumstances while maintaining ethical investment practices that prioritize your interests over institutional products.
Investment Management
We offer diversified investment solutions through our partnership with Assante Wealth Management. Our approach combines mutual funds, segregated funds, and guaranteed investment certificates to create balanced portfolios aligned with your risk profile. We focus on tax-efficient growth strategies while maintaining liquidity for short-term needs. Regular performance assessments ensure optimal asset allocation across changing market conditions and personal circumstances.
Insurance Solutions
Our insurance planning addresses life, disability, and critical illness coverage needs. We evaluate your specific requirements to recommend term, whole life, or universal life policies that protect against financial risks. Our approach integrates insurance with overall financial planning to ensure adequate coverage complements retirement and estate strategies while considering tax implications and long-term care needs.
Retirement Planning
We specialize in creating sustainable retirement income plans using registered accounts like RRSPs, TFSAs, and RRIFs. Our analysis considers government benefits, pension sources, and personal savings to develop withdrawal strategies that maximize income while minimizing tax liabilities. We incorporate estate planning elements to ensure smooth wealth transfer while addressing potential long-term care requirements.
Business Financial Planning
Our business planning services address succession planning, employee benefits, and risk management for business owners. We develop strategies for transferring business ownership, implementing tax-favored employee benefit plans, and protecting against key person risks. Our approach coordinates with legal and accounting professionals to ensure comprehensive solutions that support business continuity and owner retirement objectives.
People
Bryce Little
Managing Advisor
Certified Financial Planner with 30+ years of industry experience. Founded Little & Davies in 1998 after working at major financial institutions. Specializes in comprehensive financial planning and investment strategies.
Cooper Jantzen
Associate Advisor
Victoria-based financial advisor focusing on personalized wealth management solutions. Helps individuals and businesses achieve financial security through strategic planning and risk management.
Questions
What makes Little & Davies different from other financial advisors?
We operate independently from financial institutions, allowing unbiased recommendations focused solely on client needs rather than product sales.
What investment products do you offer?
Through our partnership with Assante Wealth Management, we provide access to mutual funds, segregated funds, GICs, and registered accounts.
How do you handle ongoing financial planning?
We conduct regular portfolio reviews and adjust strategies to reflect changing life circumstances and market conditions.
What areas do you specialize in?
Our expertise includes retirement planning, estate strategies, tax optimization, insurance solutions, and business succession planning.
Are you credentialed financial professionals?
Our team includes Certified Financial Planners with decades of combined industry experience and ongoing professional education.
