Little Wealth Management Group - HollisWealth Burlington

David A. Little, B.A. Econ.

Director, Private Client Group, Senior Investment Advisor, Personal Financial Planner
HollisWealth®, is a division of Industrial Alliance Securities Inc.

D

avid Little is a Director, Private Client Group and a Senior Investment Advisor with HollisWealth, is a division of Industrial Alliance Securities Inc. David graduated from Queen's University in the spring of 1984 with a Bachelor of Economics then started his career in August of the same year in Toronto, Ontario.  This past August he celebrated his 31st anniversary of continuous service in the financial services industry. During his career, he has been a guest speaker on CFRB's "Money Talks" show, a guest on the CBC's show "Undercurrents" hosted by Wendy Mesley and regular guest speaker on Air Canada's in flight show "Money Talks". He has also been a guest speaker at The Waterloo-Wellington Dental Chapter of the Ontario Dental Society, The Halton Peel Dental Association, The Hamilton Academy of Dentistry, The Toronto Dental Association and an annual guest lecturer at the University of Western Ontario's Shulich Dental School graduating class since 2009.

David's tenure in the financial planning and investment industry is best told by David himself.  "In 1987, while I was working on Bay Street I was asked to speak at a local dental chapter's annual meeting.  Up to that point in time the majority of my clients were entrepreneurs and seniors.  This meeting allowed me to expand our clientele into the dental industry which to this day equally occupies our client data base.

Over the past decade or so we have come to appreciate the uniqueness of each of these groups and have been able to provide creative plans specifically tailored to each in realizing their wealth creation, tax planning, estate planning and retirement planning objectives." 

David has a strict discipline in closely following the investment philosophy of his mentor Mr. Warren Buffett. "By avoiding gimmicks" and "the flavour of the day" investment styles, I thoroughly believe Canadians can achieve unprecedented wealth by owning compounding business machines.  I don't buy and trade pieces of paper! I want to own parts of successful businesses for the long run.  That's how to create permanent, long term wealth for clients.

David's company, Little Wealth Management Group, has won the Burlington Post Reader's Choice Award for Best Financial Planner for the last four years, and for the first time in 2016 the company was awarded a very prestigious spot in a National Publication; Wealth Professional Magazine's Top 50 Financial Advisors in Canada. 

 
Deborah Little

 

 

 

 

 

 

 

 

 

 

 

Business Development Manager

Deborah’s extensive experience in the business allows for an informed insight to resolve client administrative concerns quickly and efficiently. David and Deborah have two children:  Brittany and Dave Junior. Brittany, a recent Early Childhood Education graduate from Sheridan College, works full time and entertains many with her talented voice, while Dave Jr. is a standout hockey star who just graduated from Northland College in Wisconsin with a degree in business administration as an Academic All-American in his conference.                           

 
Our Professional Partners
 
David A. Altro

Lawyer

David A. Altro is a Florida attorney and Quebec notary. He is the managing partner at Altro & Associates, LLP. Mr. Altro’s practice primarily focuses on cross border tax, estate planning and real estate for high net worth individuals.

Mr. Altro is the author of Owning U.S. Property – the Canadian Way, 2nd Edition, a guidebook for all Canadians who own property in the U.S. The book provides solutions to common tax and real estate problems for Canadians who own property in the U.S.

Mr. Altro has written articles for numerous legal and industry publications, including the Society of Trust and Estate Practitioners (STEP) Publication, CA Magazine, Florida Homes, Living and Investing in Florida , Quebec Bar Journal and Chambre des Notaires L’Enteracte. He has been interviewed and quoted in The National Post, The Montreal Gazette, The Calgary Herald, The Winnipeg Free Press, Canadian Lawyer and many more. He has appeared on CBC Radio, 660 News radio, Alberta Primetime TV and Shaw TV. Mr. Altro is also the legal expert on the radio shows, “Dollars and Sense,” on CJAD 800 AM in Montreal, and “Ask the Experts” on Newstalk 1010 AM in Toronto.

Mr. Altro is a frequent presenter at legal conferences for the American Bar Association, International Tax Conference, Board of Notaries of Quebec, Quebec Professional Financial and Tax Association (APFF), Greater Miami Realtors Association, Society of Trust and Estate Practitioners (STEP) and numerous national and international bank and industry seminars.

Prior to establishing Altro & Associates, LLP, Mr. Altro was a partner at Holland & Knight in Florida, one of the largest law firms in the U.S. Mr. Altro earned his civil law degree, LL.L, from the University of Montreal in 1979, graduating on the Dean’s List. He earned his Juris Doctor from Nova Southeastern University in 1984. In 1989, Mr Altro returned to the University of Montreal to complete his Notarial Post-Graduate Studies. He received his B.A. in Honors Political Science from Concordia University in 1976.

Mr. Altro is admitted to practice law in Quebec and Florida. 

 
Sue Danychuk

 

Accredited Mortgage Professional

As a trusted associate of Little Wealth Management Group, Sue brings 21 years of experience within the industry and a specialty in residential mortgages to the team. She guarantees prompt and professional service with quality pre-approvals and new homebuyer assistance which benefits not just our clients but their children as well.

Mortgages by referral. 

 

 

 

 
Douglas M. W. Ferguson

 

CA, CFP ® (Illinois)

Doug is the tax partner with the firm Glenn Graydon Wright LLP (formerly Cheney Glenn and Graydon). Doug graduated from the University of Toronto in 1976 with a Bachelor of Arts in Mathematics and Computer Science. Doug articled with Cheney Glenn & Graydon from 1976 to 1980 when he obtained his CA designation. Doug articled in the tax department of Price Waterhouse from 1981 to 1987 and joined Glenn Graydon Wright LLP in 1988 as their Tax Partner.

Doug has been a member of the Canadian Tax Foundation since 1982 and the Estate Planners Council of Halton since 2000. Doug obtained his US CPA (Certified Public Accountant) designation in 2011.

Doug has been on various non-profit boards and committees including Oakville Trafalgar Memorial Hospital, the Red Cross and the Community Foundation of Oakville.

Doug’s areas of practice include both Canadian and US tax matters including personal, corporate, estate and succession planning.

 
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