investment planning

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

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.

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.