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Description

We do full service Financial and Retirement Planning and are a truly Independent Firm that can sell all available products. We also offer a free 2 hour financial consultation to review your current holdings. This will give you an unbiased review so you know where you stand. We also discuss management fees and how through F Class eligible Funds you can write off your management expenses for eligible accounts. We also teach you how to use software to review your current holding to see how well you are doing against your funds underlying peer-group.
With 40+ years of experience we are here to help you figure out the maze of financial products. Please contact us today to se how we can help you with your financial goals.
We have been featured in many publications including a Book called Unstoppable which came out Oct 1 2019. We are listed as a Consultant with Bank Of Montreal for the purposes of Retirement Planning for Advisors as we had an article published by them explaining my unique retirement plan for my practice. this has attracted a lot of attention and I have been asked by BMO to speak on the subject at their national conference in Halifax Nova Scotia in Oct 2019.

Thanks,
David Gorveatte

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Additional Information

Business contacts: David Gorveatte

In business since: 1978

Number of staff: 2-10

Type of clients: Local company

Registration & Certifications CFP CPCA CSA

Business awards: Cover of Investment Executive

After-hour services available: Yes

Details of these costs: By Appointment only

Payment options: Direct Deposit

Trading times: 9 AM to 5 PM

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Business Categories

This business offers the following services or products:

• Financial Planning
• Succession Planning
• Wealth Creation & Management