Over the years, I have worked hard to earn trust through integrity, transparency and an unwavering focus on growing and preserving wealth. To safeguard your legacy for future generations, we would like to extend our services to you, your children and grandchildren.

There are many benefits to having one advisory team look after your family’s finances. Your children will gain access to highly sophisticated wealth management services from a trusted advisor, and when the time comes for the eventual transfer of your wealth, the same values that have helped you build and sustain your financial legacy will endure.

While your children’s accounts will remain separate – allowing them to cultivate a personalized wealth plan that is right for them – bringing the entire family under one umbrella will help facilitate communication, foster understanding and reduce the possibility of disputes when crafting your business succession and estate plans. We always recommend starting the planning process as soon as possible to avoid unnecessary tax liabilities and costly disagreements in the future.

If you would like to schedule a no-obligation, free consultation to see if our Family Office service is right for you and your family members, please feel free to use the link below. 

We are offering you and your loved ones the same skills, experience and focused commitment that earned David Little a spot in the Wealth Professional Canada Hall of Fame.

Please use the link below to schedule a time to discuss this further. This is no cost, and no obligation.