Reviews of Investia Financial Services Inc. - Financial Advisor - David Gorveatte (Notary Public)

Mohamed Nagy

David is a great guy and love to help people. Highly recommend.

christian arsenault

(Translated) I don't write often to give my opinion but when a service exceeds my expectations, I feel the need to say it. Being a client of Investia Fredericton means dealing with very competent people who manage our heritage of course but who are also responsible for enriching our financial literacy ... all in French. 5 stars (Original) Je n’écris pas souvent pour donner mon avis mais quand un service dépasse mes attentes, je sens le besoin de le dire. Être client chez Investia Fredericton c’est faire affaire avec des gens très compétents qui gèrent notre patrimoine bien sûr mais qui s’occupent aussi d’enrichir notre littératie financière...tout ça en français. 5 étoiles

David McMath

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.

Bob Russell

David is very professional and knowledgeable in his field. He is transparent and willing to share wisdom and experience to get the best return possible for your investments at the point you are at. Advise and knowledge from David has been invaluable for me.

Peg Malone

Colin Smith and his team spent the time to educate me on my financial goals and potential future with him as a coach. I was very pleased and enlightened by his professionalism, detailed work, and his kindness. He was sure to explain everything to me in a very easy way to understand my current situation and help coach me to my financial goals. I look forward to the next few years and continue the outlined strategies, and to coinue building a relationship with Colin and his team. Thank you Colin and Cricky for your help and guidance...Peggy Malone

Miranda Price

David was so wonderful to work with. He is so knowledgeable and takes the time to explain everything. I had avoided making an appointment to talk to a financial advisor because I thought it would be so overwhelming with all the choices and information, but he made the process easy. I appreciate you taking the time to be thorough and patient with all my questions. Thank you so much!

Ian Smith

I have known David personally since the early 1970s. He's trustworthy, knowledgeable and does outstanding customer service. WAAY beyond what you would expect for a financial advisor. David manages my money. Does very well by me. I recommend him.

kim madigan

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.

Rachel Landry

(Translated) David Gorveatte's exemplary and professional service from Financial Services gives me complete satisfaction and I highly recommend him to anyone who wants to ensure a better future and peace of mind. Mr. Gorveatte is always available and his efficiency and his knowledge allow me to say that I am in full confidence and this for more than 15 years. Thanks to David Gorveatte and his team for their compassion and dedication. The exemplary and professional sevices I get from David Gorveatte gives me complete satisfaction and I strongly recomment him to anyone who wants to secure a better tomorrow along with peace of mind and understanding. For over 15 years, Mr. Groveatte has always been devoted and available to inform and guide me wisely in regards to my financial needs. His facility in communicating as well as his knowledge and compassion is among the reasons why he has my complete trust. Thank you David Groveatte as well as your team for everything! (Original) Le service exemplaire et professionnel des services financiers de David Gorveatte me donne entière satisfaction et je le recommande fortement à quiconque désire s'assurer d'un avenir meilleur et d'un repos d'esprit. Monsieur Gorveatte est toujours disponible et son efficacité et ses connaissances me permettent de dire que je suis en pleine confiance et ce depuis plus de 15 ans. Merci à David Gorveatte et son équipe pour sa compassion et dévouement. The exemplary and professional sevices I get from David Gorveatte gives me complete satisfaction and I strongly recomment him to anyone who wants to secure a better tomorrow along with peace of mind and understanding. For over 15 years, Mr. Groveatte has always been devoted and available to inform and guide me wisely in regards to my financial needs. His facility in communicating as well as his knowledge and compassion is among the reasons why he has my complete trust. Thank you David Groveatte as well as your team for everything!

C Lovelace

I was worried about investing my money outside a bank, but I am SO GLAD I went with David Gorveatte and Investia. He's grown my money bu a nice percentage which is just spectacular. He knows his business, and is always very happy to share his knowledge with you. I trust him and look forward to growing my investments with him.

Lloyd Burns

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 .

Cheryl Plourde

David Gorveatte is extremely knowledgeable about investing and has a passion that each client's investments succeed, regardless of the amount. His extensive understanding of the market has made a huge difference especially during financial uncertainty.

Noreen Martin

Met with financial advisor Colin Smith, very pleased with results and on my way to financial security. I would highly recommend him and this company for any financial questions. Thank you very much Colin for your time and assistance with my financials. 5 stars for this company.

Greg McBean

I have been dealing with financial advisors for about 45 years. In that list of advisors David would be at the top. Recently I was reviewing my investment results and I told my partner that nobody over those years came close to getting the returns like David has for me. Obviously David has a plan that works.Consistently works. He does not sit idle waiting for “something” to happen in the markets. He is very proactive and I and others have reaped the rewards of his knowledge and dedication. In addition to being a great financial advisor David is also an excellent teacher. He takes the time and interest to educate his clients on both investment and personal matters. I highly recommend David as a professional, competent and caring advisor. Greg McBean

Julia Foran

David has been our financial adviser for almost 10 years. Throughout this time, his intricate knowledge of all things financial and his genuine support have been exceptional. David has always been readily accessible to us, and his office manager, Janet Kelly, is also extremely approachable, knowledgeable, organized and efficient. David has a natural ability for encouraging his clients to learn “financial life skills”. He takes the time to cover all aspects of an issue. Besides his primary goal of managing our investments, which he does brilliantly, he has helped us resolve questions about taxes, wills, legal inquiries, other financial issues, estate planning and even how to improve the value of our current assets. In addition, because David is an integral part of the local community, he has knowledge of a wide network of professionals that he will readily recommend should the need arise. His ability to provide expert services, and refer us to additional resources when needed, has been of tremendous value to not only us, but our families as well. And finally, as we move into retirement, David’s ability to appreciate the importance of making the most out of the next phase of our lives has been an absolute blessing. Simply put, we highly recommend David and consider having him on our team as one of the best decisions we have ever made. Brent and Julia Wilson

Lisa Portelli

Thank you David for taking the time to sit with me and provide all the options for consideration when planning for my financial best interests. David is a financial adviser, an educator and a no pressure collaborative partner in supporting decision making - his breadth of knowledge , expertise and experience is shared with integrity and understanding , never too busy to meet with - Thanks again David for all your support!

Alan Scott

Helps us navigate the complex details of financial paperwork.

Monica Lombard

David took the time to educate and explain in a way that we could understand. Very knowledgable and he encouraged questions. would highly recommend.

Lynn Cochrane

We are very pleased to have David as our financial advisor. His advice is always honest and sound. His interest in educating us as clients is very apparent as he takes the time to review the investments in relation to the markets, the past performances, etc. He takes great care to understand our needs and we feel he considers our interests foremost when we review our investments. For anyone looking for a financial advisor, we would definitely recommend David.

Mike Symonds

Extremely knowledgeable team. Very professional and well prepared.

John Attard

David Gorveatte has been our financial advisor for three years. He came to us at an important juncture in our lives as we were planning for retirement within the foreseeable future. We needed someone to attend to the security of our investments and to help maximise returns on them as we look toward a steady stream of income after retirement. David understood the financial situation we were in at the start of our association and proceeded to help us to arrange our finances. He helped us understand better the investments we were already committed to and introduced us to a variety of other financial products. At every stage, he explained with patience and clarity the benefits and risks associated with alternate investment decisions, and their consequences in the immediate and long term future. We feel that David is keeping us informed as to our investment options as well as looking after our financial interests. We look forward to a long association with him as our financial advisor.

Pat Crossman

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 .

Samantha Savoie

I had a meeting David a Few weeks ago and I was extremely impressed. Not only did he give me the exact, outlined next steps of what my financial business plan is, he also provided me with the resources needed in order to achieve those next steps. I'm a Women's Portrait photographer at Addisen Rose Photography and David just so happens to have a son that is also a photographer so our first financial business planning session (that he provided for free!!) turned into making some other awesome connections within the community that I work for as well, so it was very refreshing to be able to chat with someone that is very well rounded in providing information from all different types of sources! Thanks David ! I'll be returning once I meet my goals and I'm more eager to do so than ever now that I've got the knowledge and the resources to do so.

Bonnie Boudreau

David is extremely knowledgeable, interested in you and he makes every effort to do everything he can to make sure that you've covered all your bases with regards to your retirement, investments, estate, etc. I've been with him for ten years now, since 2011, and have been very satisfied with the help and direction that he has provided. I wish I would have found him earlier! He's a very good educator and will make sure you understand, so all types of questions are welcomed and well received.

Chris m

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.

DANA CASLAKE

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