Presentations

Dave has been our financial advisor for the past 11 years. During this time, he has guided us both through the retirement process. He listens, educates, is knowledgeable, available and timely in his actions. Dave makes adjustments to our portfolio to protect our investments as required. He is open to discussing all aspects of our financial well-being which is appreciated. Dave has the ability to explain matters in a fashion the lay person can understand. He is also supported by a very knowledgeable staff who can be contacted any time for assistance with details. For the reasons listed, we would consider Dave to be a model financial advisor.

David has been my financial manager for 15+ years, he had managed my fathers investments for approx 30 years, he has always been there with good sound advice and planning. As well, he arranged my fathers affairs in such a manner that when he passed away a huge burden was removed from the family, the planning he did made running the gambit of legal and financial issues much less difficult at a very difficult time. David has provided me with much more then financial advice, his method is to provide assistance and guidance for your whole financial life, and he has become a trusted friend in the process. I have recommended David's services to a number of people and would not hesitate to do so again.

We are very pleased to have David as our financial advisor. His advice is always honest and sound. His interest in educating us as clients is very apparent as he takes the time to review the investments in relation to the markets, the past performances, etc. He takes great care to understand our needs and we feel he considers our interests foremost when we review our investments. For anyone looking for a financial advisor, we would definitely recommend David.

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