Blue Oceans Private Wealth | iA Private Wealth | Award Winning Wealth Management
Winner of The Invesco Canada Award for Lifetime Achievement
2017
2017
David Little
Senior Wealth Advisor
Wealth Professional Canada's Hall of Fame Inductee
2018
2018
David Little
Senior Wealth Advisor
Welcome to
Blue Oceans
Private Wealth
Providing peace of mind by overseeing your retirement and estate.
David Little,
Senior Wealth Advisor
We believe that your retirement should be a time of excitement, adventure, and fulfillment.
We are about creating an income that lasts a lifetime. Our mission is to help you connect the wealth you’ve accumulated to the lifestyle you desire, and to guide you towards a retirement that’s filled with joy and purpose.
If you’re ready to start the retirement of your dreams or need help optimizing your financial life, schedule a free consultation. Let us help you chart a course towards your ideal lifestyle, and create a legacy that reflects your wishes.
David Little,
Senior Wealth Advisor
Welcome to
Blue Oceans
Private Wealth
Providing peace of mind by overseeing your retirement and estate.
We believe that your retirement should be a time of excitement, adventure, and fulfillment.
We are about creating an income that lasts a lifetime. Our mission is to help you connect the wealth you’ve accumulated to the lifestyle you desire, and to guide you towards a retirement that’s filled with joy and purpose.
If you’re ready to start the retirement of your dreams or need help optimizing your financial life, schedule a free consultation. Let us help you chart a course towards your ideal lifestyle, and create a legacy that reflects your wishes.
David Little,
Senior Wealth Advisor
Recent Articles, Videos and Webcasts
Latest News
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Our Wealth Solutions
What We Do
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Retirement Planning
This isn’t just about contributing to your RRSP or group pension plan. It’s also about how you’ll live in this next stage of your life. We focus on creating a plan that helps you achieve your goals and enjoy your retirement.
Famiily Office
A multi-family office, offering integrated planning, investment management, wealth administration and family engagement for business owning families.
Pension Analysis
If you’re close to retirement and wondering how to maximize the value of your employer pension, we offer a thorough pension analysis to help you decide on the best course of action.
Will & Estate Planning
To plan for the preservation and transfer of your assets, we can help you keep an eye on the horizon by understanding your situation and wishes.
Investment Management
A sound approach to investing takes emotion out of the equation and focuses on research-driven results. We gather information about your objectives, attitudes toward risk, return expectations and time horizon, and then determine the best portfolio strategy and investment vehicles for you.
Tax Planning
Through sound investment strategies, we can help reduce the amount you pay in tax every year. An effective tax-minimization strategy can improve the growth rate of your personal net worth and help you achieve financial independence sooner.
Risk Manangement
We take an integrated approach when assessing your needs to develop a risk management plan that addresses all aspects of your life – and all scenarios that could affect your financial well-being.
Business Planning
Our comprehensive business planning services seamlessly integrate your personal and business goals from inception to exit, ensuring a smooth transition and peace of mind.
Dedicated to Your Success
Meet Our Team
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David Little
David became the third national recipient of the Invesco Canada Award for Lifetime Achievement in 2017 and in 2018 was an inaugural inductee into the Wealth Professional Canada Hall of Fame.
Brittany Little
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.
Deborah Little
Having Clients experience that we are here to honor the human relationship as the fulfillment of our Concierge is a priority and a privilege.
David Little
David became the third national recipient of the Invesco Canada Award for Lifetime Achievement in 2017 and in 2018 was an inaugural inductee into the Wealth Professional Canada Hall of Fame.
Brittany Little
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.
Deborah Little
Having Clients experience that we are here to honor the human relationship as the fulfillment of our Concierge is a priority and a privilege.
What Our Clients Say About Us
Testimonials
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Tools & Calculators
Resources
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We believe in the importance of financial literacy when working towards achieving your financial goals. Please follow the button below to a number of tools and calculators that will help you in your planning journey.
Invested In You
iA Private Wealth
iA Private Wealth is part of iA Financial Group – one of the largest insurance and wealth management firms in Canada. We can help you reach your destination with confidence and peace of mind.
Invested In You
iA Private Wealth
iA Private Wealth is part of iA Financial Group – one of the largest insurance and wealth management firms in Canada. We can help you reach your destination with confidence and peace of mind.