Testimonials

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

-

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.

-

David Gorveatte has been our financial advisor for over thirty years. We have been very impressed with the superb job he has done handling our accounts. His valuable expertise and attention to detail make things move smoothly. He always puts forth an extra effort to explain things in a way that is easy for us to understand. Much time and thought goes into the outstanding service he provides. Besides being very professional and courteous, he is extremely honest, reliable and flexible.

-

I have been dealing with David for over 2 years since 2012. I find him very easy to talk to and he listens to your concerns and goals. He explains everything and in a way I can understand. I feel my investments are placed in a way I requested. I would never hesitate to recommend him as a financial advisor. I am very pleased with what he has done for me.

-