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David Serber

Vice President, Portfolio Manager and Wealth Advisor at RBC Dominion Securities

David Serber is a highly regarded financial advisor with nearly 30 years of experience, known for his honesty, sincerity, responsiveness, and calmness under pressure. Clients praise his expertise in consulting on various financial matters such as corporation consulting, home financing, estate planning, and tax advice. His clients appreciate his ability to simplify complex financial concepts and his dedication to understanding their unique needs and objectives. David customizes portfolios for entrepreneurs, corporations, charities, and high-net-worth individuals, focusing on building and protecting investments. He offers a Comfort Zone Investment Program to ensure clients feel safe and confident in their financial strategies. David keeps his clients informed through a quarterly newsletter on economic trends and investment insights, reflecting his commitment to transparency and client-focused service.

David Serber
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Location

Toronto, Ontario, Canada