Disclaimers

Statement of Disclosure

Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund investments. Please read the Fund prospectus carefully before investing. Mutual fund investments are not guaranteed, their values change frequently, and their past performance may not be repeated.

Mutual funds are sold exclusively by mutual fund representatives
who are licensed by Provincial regulators and registered with Investia
Financial Services Inc. (Investia). Investia does not provide or
distribute any advice or product other than those that are directly
related to the sale of mutual funds. Any representative who provides
or offers other advice or services must hold the necessary licenses
and deal with entities (other than Investia) that are duly registered
with the competent authorities.

By accessing this website and any pages thereof, you agree to be bound by the terms of the Legal Notices and Disclaimers set out below. If you do not agree with the terms and conditions of these Legal Notices, do not access this website or any pages thereof.

Internet Communications

Without the use of secure encryption, the Internet is not a secure medium and privacy cannot be ensured. Internet e-mail is vulnerable to interception and forging. We cannot ensure the privacy and authenticity of any information, and will not be responsible for any damages you may incur if you communicate confidential information to us over the Internet or if we communicate such information to you at your request.

No Advice

The information provided on this website is intended for informational purposes only and is not intended to constitute financial, accounting, and legal or tax advice. For information specific to your situation you should consult a professional.

Accuracy and Changes

Facts and information provided on this website are believed to be accurate at the time they are posted. However, this website could include inaccuracies, typographical errors, or out-of-date information. Changes may be made at any time to the information on this website without prior notice.

Disclaimer of Warranty and Limitation of Liability

We do not warrant the accuracy, completeness, quality, adequacy or content of any information on this website. Such information is provided "as is" without warranty or condition of any kind, either expressed or implied, including, without limitation.
We will not be responsible or liable for any direct, indirect, special, incidental, or consequential damage, or any other damages whatsoever, including, without limitation, lost revenues, lost profits or loss of prospective economic advantage, resulting from the use of or misuse of or inability to access or use this website.

No Solicitation

Nothing on this website constitutes a solicitation or offer by us to buy or sell products or provide services of any kind whatsoever. You should always contact a professional.

Applicable Jurisdiction

The information on this website is intended for use by persons resident in Canada, in the Province of New Brunswick only. Any products or services mentioned on this website are made available only in accordance with local law (including applicable securities laws) and only where they may be lawfully offered for sale.

Third Party Links

Links to other websites are for convenience and information only and are independent from this site and therefore we have no control over the content of a lined website and will not be held liable for any inaccuracies in such information for the content of any linked website that are not maintained by us. We make no claims that third party websites will be free of viruses, Trojan horses or other destructive components on or from such links. Linking to another website is done at your own risk.

Material to be Consulted in its Entirety

All information on this website is meant to be reviewed in its entirety, including any footnotes, legal disclaimers, restrictions or disclosures, and any copyright or proprietary notices.

Insurance Disclaimer

Your advisor may also offer insurance related products, tax or mortgage services; provided that they are duly registered to do so under applicable legislation and the dealer approves such activity to be conducted outside of the dealer. Any activities related to such other occupation are not the business of the dealer and are not the responsibility of the dealer.

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A WORD FROM OUR CLIENTS

  • David Gorveatte has handled our investments since 2010. We have been impressed with David’s helpfulness, his “no pressure” advice and his passion to help clients understand financial products and terminology. We have also been very pleased with the results of the investment decisions through which he has guided us. David is accessible, very knowledgeable, and a man of highest integrity. We have no hesitation in recommending his services.

  • David – Thank you for the recent review of our account. We are certainly pleased with the performance and rate of return, considering the volatility of the markets. The investment plan that you helped us put in place, has allowed us a monthly draw and still maintain our principle. We are enjoying our retirement and living within our means. Your assistance has been greatly appreciated.

  • Re: Article in Investment Executive

    Congratulations on the recent article in this national financial newspaper.

    This is well deserved recognition and perfectly describes what you do for your clients. Within a short time of meeting you, you became not only a reliable financial adviser but also a trusted friend.

    I very much appreciate what you do for me and my family. I trust your always sound advice in my financial matters and you are always available for advice when needed, in all matters.

    You always take the time to answer any questions I may have and you always make sure I fully understand your explanations.
    I recognize that you play a large role in the lifestyle that I now enjoy in my retirement.

    Thank you

  • You have been an excellent Financial Advisor to us since Apr 2003 , not only for RRSPs, RRIFs, and Savings accounts but on such things as advice on Life Insurance , upgrading our Wills and checking Income Tax returns etc and showing us how to check our accts on line. Knowledgeable, Helpful and Friendly and always willing to help in any way you can. With our Very Limited knowledge about investing , we don't know what we would do without you !! Thank you so much for everything you do for us . Hope you and your family have a wonderful Easter.

  • David Gorveatte is a financial planner whose profile stands tall. He is ethical beyond reproach, he is savvy and abreast of the latest developments in the financial world, and he will make the most of every penny you invest with him. He takes a personal interest in his clients, considering their individual financial needs and develops a custom-made plan for each. One or two of these traits is admirable, but to find a financial planner to demonstrate all of the above, as David consistently does, is, indeed, valuable beyond measure in today’s world – knowing that you can trust that he will always do his best for you.

  • For the past several years, Mr. David Gorveatte has provided excellent financial advice and service for our investments. When Mr. Gorveatte left his former company, we did not hesitate to move our book of business with him.

    Rest assured, if you decide to solicit Mr. Gorveatte as your financial advisor, you would have no worries or concerns.

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