Positioning Clients' portfolios for strategic diversification when addressing market fluctuations, we apply rigorous analyses for optimal asset performance on a risk-adjusted basis. Our administrative excellence is essential for Clients' assurance of our trustworthiness - that we care about them on a personal level, not just about their financial affairs.
Having Clients experience that we are here to honor the human relationship as the fulfillment of our Concierge is a priority and a privilege.
Having Clients experience that we are here to honor the human relationship as the fulfillment of our Concierge is a priority and a privilege.
Services
David's 34-year stewardship of the Little Wealth Management/HollisWealth Private Client Group as Senior Investment Advisor extends beyond his Practice and into the national media: formerly on CBC's "Undercurrents" with Wendy Mesley, and formerly a regular guest speaker for "Money Talks" on CFRB; recently featured with on CHML's "Ask the Experts".
As a friend and longtime client of David's I can say we have had many opportunities to discuss the pros and cons of investing. I have valued his thoughtful advice and his willingness to spend time with his clients; his door is always open. I've recommended David to several of my friends and would not hesitate doing so in the future.
We help investors protect and simplify complex wealth with orchestrated financial care. Our consistent and enduring investment beliefs are built upon the three rules of maintaining objectivity, managing risks and tax-smart investing. As we continue to have bull and bear markets, these three rules will always guide our investment decisions helping you to "create tomorrow's paycheque TODAY!".
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