Single

Running a single-person household has a unique set of challenges. Not only is there the emotional pain of separation, a new host of financial problems can arise.

The absence of your partner can feel like someone removed a limb. Your other half is gone, and now the other half of the income is gone too. It’s like taking a 50% pay cut at work – except you have more responsibilities than ever before. The mortgage, groceries, and all the other bills still cost the same, but now you have only half of the money to pay them. If you have multiple children, juggling all of your time and energy can feel like an Olympic feat.

Successfully managing a single-person household involves recognizing the different priorities you now have. Some things you may have thought were optional before are now mandatory. Everyone knows how important life insurance is, but what about disability and critical illness coverage? This is something you may have waved off previously, but now, it becomes more important than ever before. If you suffer a serious injury, how will you take care of yourself or your children? Other health benefits may also become a priority. You may need help managing the financial issues of a divorce settlement or estate distributions.

Separation can feel overwhelming in every aspect of your life. A financial adviser can help you with some critical financial details so you can focus on recovering from your loss.

There will be a new tomorrow, and a trusted advisor can help you get there.

Financial Plan

Many people will offer you advice on which investments to buy. But there's more to your financial life than your RRSP. Estate taxes, income taxes and education funds for your children are just some of the other...

Read more

Estate Plan

Many people assume that estate planning is only for the wealthy. So, it must come as a shock to the families of all the Canadians who die every year without a will when the province takes control of the estate to....

Read more

Tax Planning

Taxes are a fact of life. They affect every Canadian in most aspects of their lives. Whether it's earning an income, making a purchase, owning real property, investing, running a business, or...

Read more

Retirement Planning

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.* Whether you have already established a...

Read more

Book a Meeting

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.

E-newsletter Sign-up


Click Here for Current Issue

* 
* 
* 


Email marketing by AdvisorNet Communications Inc