Investia Financial Services Inc. - Financial Advisor - David Gorveatte

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
7 years ago (12-01-2018)

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 .
7 years ago (02-02-2018)

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.
7 years ago (11-01-2018)

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.
8 years ago (25-09-2017)

Very knowledgeable with all things financial. It is David's passion and it shows in his results.Having several investment advisors over the 25 years of investing, David is the best I have ever worked with. I have recommended David to others and will continue to recommended his expertise to anyone. Excellent service all around.
8 years ago (15-03-2017)