Life Planning

Life Planning

Careers

When investigating career opportunities and plotting a career path, the best place to start is to record your goals and objectives. Once you have listed off your most important career goals and objectives, make sure to review the list periodically...

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Children

As parents, it's our job to launch our kids successfully into adulthood, and few things could be more important than teaching them how to manage their money well. Doing so should be simple enough, but unfortunately it isn't. Sure, the...

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Dealing with a Death

Besides the financial ramifications of a person's death, dealing with all the administrative details and paperwork can be very stressful for the family members of the deceased. Each province has certain paperwork requirements for....

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Disability

Approximately 1 in 8 Canadians live with disabilities, and many enjoy healthy independent lives. Often, people with disabilities or their families, friends and caregivers need reliable health information to overcome barriers affecting...

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Divorce

For most people, a divorce causes severe emotional trauma. The process of separating lives and possessions often leaves a long-lasting impact that affects family relationships for years. The financial ramifications of divorce can...

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Education

Every parent knows that time, love, care and support are the best investments they can make in a child. The Federal Government has created an excellent website ( CanLearn ) for assisting parents to "maximize the investment" that they...

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Eldercare

Eldercare is a journey. The first step is gathering information. Care giving for an aging parent, spouse, domestic partner or close friend presents tough challenges...especially when a crisis hits and responsibility descends upon...

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Home Ownership

Buying a home is often viewed as the single most significant financial event in the life of a Canadian family. Because a mortgage is by far the largest personal debt of the average Canadian family, and the single largest household...

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Leaving Home

Many people will eventually leave the home they grew up in and find a home of their own. However, everyone is different. Some people leave home when they are very young, others wait till they are in their thirties, and some people live with their...

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Power of Attorney

Why do you need a Power of Attorney? What if you were in a coma, or otherwise incapacitated such that you were unable to communicate? Or struck with a disease or other tragedy which affected your mind? Who should control your...

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Retirement

For most Canadians, retirement is a major financial goal that requires considerable financial commitment. 49% of Canadians hope to retire before the age of 60. (Statistics Canada, Summer 2014 Perspectives and Labour Force Survey). Whether you...

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Self-Employment

Working for yourself has many great rewards. It also comes with huge challenges. Starting your own business is more than having a good idea or a willingness to work at least 12 hours a day. You need a good plan and...

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Unemployment

Employment Insurance provides temporary financial assistance for unemployed Canadians while they look for work or upgrade their skills. Canadians who are sick, pregnant or caring for a newborn or...

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Using Credit

Buying on credit is easy. It's convenient. It is also expensive. Before you buy anything on credit, consider your purchase carefully. Ask yourself if you really need the item you are about to purchase. If the answer is no, then...

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Wills

A will is a written document, properly signed, which: (1)specifies who is to administer the estate (the executor), (2) specifies what is to happen with the assets and liabilities of the estate, (3) specifies certain other wishes such as...

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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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