David Little of Little Wealth Management Group is part of this year's WP Top 50 Advisors.
32 David Little
Little Wealth Management Group
HollisWealth/Scotia Capital
Burlington, Ont.
AUM GROWTH: $13,000,000
AUM PER CLIENT: $339,367
REVENUE PER CLIENT: $3,498
CLIENTS AT END OCT 2015: 221
RETENTION RATE: 92.20%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 21
David Little closely follows the investment philosophy of his mentor, Warren Buffett. By avoiding gimmicks and ‘flavour of the day’ investment styles, he believes Canadians can achieve unprecedented wealth by owning compounding business machines. The philosophy appears to be working; Little currently boasts 221 clients, with an average AUM of $339,367 per client. Each year, Little and his team donate time and money to local charities, including the Crohn’s and Colitis Foundation, United Way and Give a Kid a Christmas. His office also runs several workshops throughout the year – called Wine, Women and Wealth – that focus on helping women increase their knowledge about investing, tax planning, estate planning and retirement income planning.
Little Wealth Management Group
HollisWealth/Scotia Capital
Burlington, Ont.
AUM GROWTH: $13,000,000
AUM PER CLIENT: $339,367
REVENUE PER CLIENT: $3,498
CLIENTS AT END OCT 2015: 221
RETENTION RATE: 92.20%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 21
David Little closely follows the investment philosophy of his mentor, Warren Buffett. By avoiding gimmicks and ‘flavour of the day’ investment styles, he believes Canadians can achieve unprecedented wealth by owning compounding business machines. The philosophy appears to be working; Little currently boasts 221 clients, with an average AUM of $339,367 per client. Each year, Little and his team donate time and money to local charities, including the Crohn’s and Colitis Foundation, United Way and Give a Kid a Christmas. His office also runs several workshops throughout the year – called Wine, Women and Wealth – that focus on helping women increase their knowledge about investing, tax planning, estate planning and retirement income planning.
