Little & Davies Insurance & Financial Planning

At the heart of our investment philosophy is the belief that successful financial strategies begin with a comprehensive plan 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 of combined experience, our long-standing presence has allowed us to build a client-centered practice based on trustworthy and professional relationships.

Our founders, Bryce Little and Duncan Davies, used to work for one of those big international financial institutions. The kind of place that sells products that are in their, not your, best interests. Answering to this company presented many obstacles, so they left. They now answer only to you. Little & Davies is not a financial institution. It is a group of highly motivated professionals who are free to select from a variety of investment and insurance companies and to make recommendations that will best suit your needs and goals. Together, we will design a plan to help you achieve your independence.

Our Expertise

As Certified Financial Planners, Bryce and Duncan develop and coordinate the optimal financial approach for each client's situation. We offer insurance, investments, individual, and business planning advice. Our comprehensive planning process involves assessing your current financial situation, identifying your goals, and creating a personalized plan to help you achieve them. 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.

Personal Financial Planning

Our personal financial planning services are designed to help individuals and families achieve their financial goals. We work closely with our clients to understand their unique circumstances and develop a tailored plan that addresses their specific needs. Our services include investment planning, tax planning, retirement planning, estate planning, and more.

Business Financial Planning

We also provide business financial planning services to help entrepreneurs and business owners achieve their goals. Our services include business succession planning, employee benefits planning, group retirement planning, and more. We understand the unique challenges that business owners face and work closely with them to develop a plan that addresses their specific needs.

Our Partners

Little & Davies has chosen to be registered through Worldsource Financial Management (WFM) for all investment accounts we provide. We believe that WFM shares our commitment to excellence and provides us with the tools and resources we need to deliver exceptional service to our clients. We also have a network of professionals we can refer you to for issues beyond our scope and expertise.

Community Involvement

Little & Davies places great value on serving in the community and contributing to worthy causes. We believe that giving back to the community is an essential part of being a responsible and caring business. We are proud to support a variety of organizations and initiatives that make a positive impact in our community.