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Investia Financial Services Inc. - Financial Advisor - David Gorveatte

Investia Financial Services Inc. - Financial Advisor - David Gorveatte

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5.0 Google Review
318 Main St, Fredericton, New Brunswick, E3A 1E5, Canada
(506) 474-0010 www.davidgorveatte.com
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Jul 20, 2018
Just a couple months ago I had some issues with my bank, as does everyone. I then noticed my investments hadn’t been growing as much as I had hoped. I looked around for an alternative and learned about David Gorveatte. I contacted David and he helped me along the way. We sat down for a FaceTime “interview” and I was pleased with what he was telling me how he can help my investments do better. The switch from banking investing to David has been a breeze. He helped me with everything I had questions about. We had a 3.5 hour meeting and I left there knowing my investments were in the right place. I look forward to my future investing with David, and I’m looking forward to retiring happy someday .

Jan 12, 2018
Dave is a brilliant financial planner. His assistant, Janet is a whiz with taxation issues. Together, they have provided us with sage advice, and continue to do so. The team is very helpful and has guided us through a good financial plan over the years. l

Feb 2, 2018
I have known David Gorveatte for , I'm guessing 15 years . My first experience in dealing with David was on a renovation project that I completed at his 318 Main St offices. His attention to the finest detail of construction is impressive , to say the least . That attention to detail , and focus on research of the topic at hand , allowed me to invest my pension funds with David's Company . Even though my investment is a small one , David makes me feel that it is an important one . With this in mind , I would highly recommend that anyone requiring sound, and individual financial advice , consider David as an important partner to reach your personal financial goals .

Jan 11, 2018
David is the best financial advisor we have ever had. He provides us with sound financial advice that ensures our investments continue to grow. We are grateful for his expertise.

Sep 25, 2017
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.

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Wed:9 am - 5 pm
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