David Gorveatte

CFP, CPCA

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.

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
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BUYING A HOME

Do you want to leave apartment life behind and buy a home?

Buying a home is one of the most important transactions you will ever make. Being prepared will make the process easier and help you make educated choices.

MOVING IN TOGETHER

Are you about to move in with your significant other?

See what you should plan for in terms of insurance and savings to begin your life together on the right foot.

PLANNING YOUR RETIREMENT

It is never too early to start planning for retirement.

Whatever your dreams for your retirement, having a strategy in advance will give you the tools you need to make them a reality. By having a good understanding of basic financial concepts related to retirement, you can get the most out of the tools available to you.

SAVING FOR A PROJECT

Do you want to travel? Are you planning your wedding or your retirement?

Whether your projects are big or small, you must take the time to organize and figure out how to pay for them.

STARTING A BUSINESS

Do you believe in your project and know that your products or services meet the needs of the market?

Here are a few elements to help you launch your business.

HAVING A CHILD

Will your family soon have a new addition?

Here are a few things to think about to protect your loved ones against the unexpected and prepare for your new arrival.

Economic News with Sébastien Mc Mahon

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.