About Us

As a Certified Financial Planner, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial loses or managing your portfolio wisely, I have the experience and resources to meet your needs.

David Gorveatte

Certified Financial Planner® professional

Born October 1959 in Dieppe NB, David Gorveatte graduated from Moncton High School in 1977. David went to Kingswood University in 1977-78, and left to pursue a career in finance with a major Canadian Chartered Bank, in Sept of 1978. He worked in Chatham, NB for a year than was transferred to the Fredericton NB Branch in Dec, 1979.

David met his wife Shirley while working in Fredericton, in 1980, and they were married in August of 1981. They now have three children; Matthew, born in 1982; Sarah born in 1984; and Emily born in 1990. They plan to reside in Fredericton into retirement and beyond.

David joined a major financial planning firm in the spring of 1983, and worked there for almost 20 years. While there, he received his Certified Financial Planner Designation - CFP.

David has been working with the Province of New Brunswick and various private firms doing Pre-Retirement and Financial Planning seminars throughout the province. David has been doing these for over 25 yrs now and enjoys working with the public and has a desire to educate the public to be informed consumers. This passion for doing full service financial planning had brought him to Berkshire Financial in the summer of 2002 which was purchased by Manulife Securities in the summer of 2008. He has transitioned to Investia Financial Services Inc in the summer of 2011 and enjoys access to a wide spectrum of investment products and services. David specializes in retirement planning and tax planning for both individuals and firms.

Janet Kelly

Licensed Assistant

I have been working for David since 2005. Prior to that, I worked in the income tax field for 14 years. Since I am licensed, I can process your trades if David isn’t in the office.

I really enjoy my job and all of the clients we are able to help in both their financial & personal goals.

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  • 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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