About Us

As professional financial advisors, we 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 losses or managing your portfolio wisely, we have the experience and resources to meet your needs.

David Gorveatte, CFP®, CPCA

Certified Financial Planner® professional
Certified Professional Consultant on Aging

David was born in October 1959 in Dieppe NB, David Gorveatte grew up in Dieppe and lived at 38 Gorveatte St. He graduated from Moncton High School in 1977. David went to Kingswood University in 1977-78, but 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 CFP - Certified Financial Planner Designation.

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 seminars since 1984 because he enjoys working with the public and has a desire to educate them 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.