My investment philosophy 

• Clear goals and guidelines are what enable you to make wise investment decisions.
• To provide clients with practical and intelligent investment strategies to achieve above-average long-term performance.
• Diversification will reduce investment risk and enhance long-term performance.
• When you ignore short-term volatility, you can get on with the real business of wealth building.
• Taking advantage of good advice may be your most valuable strategy.

My investment approach

• We listen, discuss and then identify your financial goals and investment objectives so that we can determine your unique investor profile.
• We develop your investment strategy, diversification plan, customized portfolio, and the asset mix and expected rate of return required to meet your financial goals.
• We work with you to select the right investments and build a properly-diversified portfolio.
• We track your investment performance and communicate the results.
• We regularly evaluate your portfolio with you and recommend any necessary adjustments to your portfolio, plan and goals.

My principles

• Accountability
• Honesty
• Integrity
• Capital Preservation
• Service
• Performance

We will take as much time as needed to review your financial objectives and establish a strong working and personal relationship. We can also work with your other professional advisors, such as your accountant, lawyer and insurance agents to help insure the proper management of your complete financial affairs. We have every confidence that this relationship will benefit you greatly.

The Team

Donald Little – Investment Advisor
Don began his career in the financial services industry in 1979. Don’s clients benefit further as his own analytical and strategic strengths are enhanced by the research and technical resources of Canaccord Financial.  He truly believes that trust is the essential component in a client/advisor relationship. As a client, you are entitled to strict confidentiality and exceptional service. Don is married and has three grown children.

Ph: 1-519-937-1225

Cindy Morris – Investment Advisor Assistant
Cindy has accumulated a wealth of experience since beginning her career in the investment industry in 1980. She is responsible for client administration and ensuring accurate trade execution. She is a highly regarded member of our team and is a tremendous asset to clients.