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Senior Investment Advisor
Director, Private Client Group, Hollisweath
a division of Industrial Alliance Securities Inc.
Hollis Insurance Inc.
With 34 years in the Wealth Management industry, it is David’s expertise, integrity, authenticity and his desire to help others that proves his track record and recent industry accolade: 2018 inaugural inductee into the Wealth Professional Canada Hall of Fame. And, it was just last year that David became the third national recipient of the 2017 Invesco Canada Award for Lifetime Achievement!
His directorship of the Little Wealth Management/HollisWealth Private Client Group as Senior Investment Advisor span both his private practice and 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”; formerly, an annual guest lecturer at the Ontario Dental Association as well as speaking to the University of Western Ontario’s Schulich Dental School graduating class of 2009 for a successive engagement.
In 2015 David founded the Retirement Income Planners of Canada Inc. to assist dentists with the transition into their retirement years. David has created the Little Wealth Management’s “Wealth Legacy Platforms” – wealth legacy programs to manage the income and long-term spending goals of clients with asset management, estate and death tax planning, and retirement income planning.
David is committed to educating the public and his clients on key principles and strategies for obtaining financial independence. Hosting financial seminars and overseeing the Wine, Women & Wealth franchise, Little Wealth Management Group delivers timely information on market trends, changes in tax laws and new financial strategies. David regularly participates in various financial industry conferences and frequently meets with fund portfolio managers from Canada and around the world to provide insight and sound advice to clients.
“My only regret is that I did not place my portfolio with him sooner!” Dr. M.B. DDS
David and his wife Deborah celebrate 36 years of marriage and are grateful for the blessings of their two accomplished adult children, David Jr. and Brittany, who have shared with them the many joys of their four felines: Rex, Roxy, Ricky, and Rocky.
DISCLAIMER: Retirement Income Planners of Canada Inc. is an independent company unrelated to HollisWealth and Industrial Alliance Securities Inc. Industrial Alliance Securities Inc. and it’s related and affiliated companies have no liability for Retirement Income Planners of Canada Inc.
HollisWealth, a division of Industrial Alliance Securities
A recent member of our practice, Arpit brings young blood to our team! Arpit joined Little Wealth Management Group in January 2017 after completing his MBA Finance in Mumbai, India. He brings with him solid experience as an Assistant Manager, Treasury, where he handled the corporate banking operations and the Investment Management of his employer’s Retirement Trust Fund. A Certified Financial Risk Manager (FRM) by GARP (Global Association of Risk Professionals), Arpit is currently pursuing his CFA Part II, working as a License Assistant to Senior Investment Advisor David Little. Indian cuisine and singing are Arpit’s favorite leisure-time activities.
The newest member of Little Wealth Management Group, Brittany brings an optimistic and focused attitude to the practice. An RECE Sheridan College graduate (Registered Early Childhood Educator) with ten years of experience, Brittany made the landmark decision to change her career path by joining the successful family enterprise. Brittany assists in handling daily Client Concierge and fields all administrative assistant needs for David. Brittany is focused on achieving her CSC as the next step in her wealth management advancement. She spends most of her spare time on the ice, playing hockey. And with what little time she has left she, much like her father, enjoys co-performing vocally in scheduled “gigs” with The Cameltones … and shares a passion for cooking!
Offering a committed partnership of support, Deborah oversees the office management of the Practice. Graduating from a private business school, Deborah worked in the Accounting Department at Kingston General Hospital, SickKids Toronto, and then Credit Valley Hospital in Mississauga whilst raising their family. She ensures the daily efficiencies of Little Wealth Management Group as well as attending to the minutiae of client concierge services. Deborah’s client sincerity has developed long-lasting friendships that have expanded the practice to future generations. Deborah enjoys traveling with David to celebrate David Jr.’s US golf accomplishments and vocal performances by her very accomplish singer-daughter Brittany!
Tali Zhiubritskaya, CEA
Business Development Manager
With a history of successful business start-ups in Vancouver, international expansion and industry acknowledgments, Tali’s business experience provides a solid foundation for her work in Estate Management commencing in 2010. With the Certified Executor Advisor (CEA) designation, Tali brings “full cycle” hands-on experience of the estate planning process to Little Wealth Management Group supporting and promoting the long-term benefits and the necessity of, planning for the final chapter.