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About Us

As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, we have the experience and resources to meet your needs.

Dealer

Dave Gorman

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650 Montgomery Street
Fredericton

Dave Gorman

Account Executive
Dave Gorman Financial Strategies

Phone: 506.462.0203


With over 25 years in the financial and insurance industry, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

My passion is to work closely with individuals applying key principles to all areas of their life: time, wealth wisdom, relationships and reputation. These are all important facets of life that lead to financial success.

Over my career, I have had the opportunity to deal with business professionals, business owners and entrepreneurs, in regards to investing, income protection and pension plan creation. A great deal of my business has been built on referrals from satisfied clients, as I am dedicated to serving the needs of my clients throughout New Brunswick.

For the past nine years I have been a qualifying member of the Million Dollar Round Table. Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 42,000 of the world's leading life insurance and financial services professionals from more than 470 companies in 71 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. I can help you make the right decisions about your wealth, and help you build the future you desire.

If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

Servicing all of New Brunswick. . . . . . .no account minimum.

Paula Curtis

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650 Montgomery Street
Fredericton

Paula Curtis

Account Assistant
Dave Gorman Financial Strategies

Phone: 506.462.0205

Paula manages the day-to-day operations of the office.

Paula has 20 years of administrative experience that is key for her role of timely and accurate processing of individual account activities.

Over the last 13 years, our clients have come to appreciate her efficiency and dedication, as she is the primary contact for all account servicing needs.

Brett Hatheway

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30 Hughes Street
Fredericton

Brett Hatheway

Wealth Advisor
Dave Gorman Financial Strategies

Phone: 506.206.7744

While completing his business degree at the University of New Brunswick, Brett worked within the Credit Union system as a Member Service Representative at Progressive Credit Union.

Working at Progressive Credit Union allowed him to build relationships with the Credit Union members as well as the staff.

Brett started with Dave Gorman Financial Strategies in April of 2017, Brett is passionate about helping clients meet their financial goals and is looking forward to an exciting career in the financial services industry.

Barbara Lapointe

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30 Hughes Street
Fredericton

Barbara Lapointe

Insurance Advisor
Dave Gorman Financial Strategies

Phone: 506.206.3121

I have been in the financial services industry since 1991.

Working together closely, we’ll develop a plan to help protect you, your loved ones, and for entrepreneurs - your business - from the financial impact of the unexpected.

I have extensive experience in financial and insurance products and services that will help you achieve financial security. I also provide complimentary advice and information about your group benefits, RRSPs and pension plans to make sure you are taking full advantage of what is already available to you.

Whether you are single, have a family or run your own business, I can help provide you with peace-of-mind.