David Gorveatte


Mutual fund representative 1

Investia Fredericton

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RRIF, LIF and Annuities

Several income options are available to you at retirement age.

About me

I was born in October 1959 in Dieppe, New Brunswick, and graduated from Moncton High School in 1977. I went to Kingswood University in 1977-78, but left to pursue a career in finance with a major Canadian Chartered Bank in September of 1978. I worked in Chatham, NB, for a year, then I was transferred to the Fredericton Branch in December 1979. I met my wife Shirley while working in Fredericton, in 1980, and we were married in August of 1981. We now have three children. I joined a major financial planning firm in the spring of 1983 and worked there for almost 20 years. While there, I received my CFP & CPCA designation. I have worked in the financial planning field all my life and I enjoy giving back to the community through various free retirement planning sessions I give. I have 3 staff members in my office in Fredericton and I have been working with the province of New Brunswick and various private firms doing preretirement and financial planning seminars throughout the province. I have been doing these seminars since 1984 because I enjoy working with the public and have a desire to educate them to be informed consumers. This passion for doing full-service financial planning brought me to Berkshire Financial in the summer of 2002, which was purchased by Manulife Securities in the summer of 2008. I transitioned to Investia in the summer of 2011 and enjoy access to a wide spectrum of investment products and services. I specialize in retirement planning and tax planning for both individuals and firms.

A complete service offer to answer your needs

Savings and retirement

Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.


Because your needs change over time, I am committed to being there with you to propose the best coverage options based on your needs and your priorities.

  • Life Insurance (universal, whole, term)
  • Travel Insurance
  • Group Life Insurance
  • Health and Dental Insurance
  • Guaranteed Issue Life Insurance
  • Living Benefits (critical illness, disability, long-term care)
  • Annuities
  • Segregated Funds

Why work with a representative?

A representative helps you make the best choices based on your reality and your needs. A representative also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of a representative, you will:

  • Earn more money and learn where and when to invest
  • Receive a personalized financial plan that will help you achieve your objectives
  • Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
  • Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
  • Save time and enough money to carry out your projects
Learn more about the value of a representative


Direct Access to your Investments and our Advice

Stay up-to-date on the progress of your investments, access to detailed information on your investments and contact your representative easily and quickly.

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Economic news with Sébastien Mc Mahon and his team

Clément has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.

1 With Investia Financial Services Inc.