David Gorveatte

CFP, CPCA

Mutual fund representative 1

Investia Fredericton

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RRIF and LIF

Several income options are available to you at retirement age.

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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. Contact meeast

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Savings and retirement

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Economic News with Sébastien Mc Mahon

Sébastien Mc Mahon 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.

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1 With Investia Financial Services Inc.