Little & Davies - Insurance and Financial Planning

Little & Davies - Insurance and Financial Planning Little & Davies is not a financial institution. Together, we will design a plan to help you achieve your independence.

We're a group of highly motivated, independent professionals, who are free to recommend the best financial products available anywhere. Our advisors are highly motivated, independent professionals, who are free to recommend the best financial products. Disclaimer:
Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., Other Products and Services are offered through Little & Davies Insurance and Financial Planning.

In the midst of market turbulence, you might be asking if traditional investment styles are still the way to go in unsta...
07/21/2022

In the midst of market turbulence, you might be asking if traditional investment styles are still the way to go in unstable markets.

View key information about each available ETF or mutual fund series, including the performance history, investments and costs associated with investing.

Some great tips here for successful Long-Term Investing.
09/16/2020

Some great tips here for successful Long-Term Investing.

While the stock market is riddled with uncertainty, certain tried-and-true principles can help investors boost their chances for long-term success.

08/27/2020

COVID-19 is magnifying the tendency for some Canadians to retire earlier than they had planned as their runway has been shortened suddenly by a disappearing business or changing employment situations.

01/23/2020

Over the past 70 years, housing has undergone a remarkable transformation. Until the mid-20th century house prices across the rich world were fairly stable. From then on, however, they boomed both relative to the price of other goods and services and relative to incomes.

11/18/2019

With mixed signals coming from the markets and money managers, how should people allay their concerns amongst the economic uncertainty?

11/14/2019

The whipsawing of the market raised anxiety for investors eyeing their portfolios, which have generally notched excellent returns over the past decade.

11/11/2019

To keep things fair—or at least to avoid fights—couples are using project-management apps designed for the workplace to divvy up and track domestic to-dos and reserving a portion of their date nights to compare chore loads.

11/07/2019

In his 40s and a self-described fitness nut, Stephen Chambers doesn’t seem like someone who would be worrying about Alzheimer’s. But when his father was diagnosed with the disease about five years ago, he went to the Alzheimer’s Prevention Clinic in New York to see what he could do.

10/24/2019

It’s been a little more than a decade since the former federal Conservative government introduced the tax-free savings account (TFSA) as a financial planning tool to help Canadians increase their net worth.

10/21/2019

The settings sections of many common devices allow parents to do everything from block explicit content to set a fixed gadget bedtime—all without paying extra or ceding privacy to an outside service.

10/17/2019

In many relationships, it’s common for one spouse to play money manager and the other to take a more passive role. This, however, can lead to major complications when the financially dominant partner dies first.

10/14/2019

There is a growing realization that youth are not prepared to make complex or even some daily financial decisions. And in a world where private-sector pensions are becoming rare, being financially literate, understanding the role of money, and being able to save for eventual retirement is becoming i...

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1845A Fort Street
Victoria, BC
V8R1J6

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Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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