Testimonials

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.

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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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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.

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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.

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