Choosing the right financial advisor is no easy task. Most are knowledgeable, many are personable but few have as much to offer as David Serber and his seasoned team. Just ask his clients. They single him out for his honesty, sincerity, responsiveness and calmness under fire, among other attributes.
“For nearly 30 years, David has been our steady rudder through all the important passages of life —consulting on our corporation, financing of homes, estate planning and tax advice,” say couple Raymond Heard and Gillian Cosgrove.
For his part, Paisley Products president Randolph Paisley credits David with “patiently making complex matters understandable.” Says Paisley: “David’s substantial knowledge, trustworthiness, empathy and responsiveness have helped me to effectively tend to and grow our family’s investment capital.”
Noting that David can call upon a wide range of RBC services to supplement his expertise, long-time client Ms. K. Larkins adds: “David explains clearly and in detail exactly how my personal and family trust portfolios have performed—with steady growth over the long term.”
Recognizing that every client is different, with unique past experiences and objectives, David custom-designs your portfolio accordingly. Whether dealing with an entrepreneur, a corporation, charity or high-wealth individual, David’s goals are the same: to build and protect your investments. Above all, he ensures that clients feel safe and confident through his specially designed Comfort Zone Investment Program.
Through his quarterly newsletter, David provides clients with his overview of economic trends and what they mean to his investors. It’s part of his commitment to transparency and ensuring his clients leave their money worries mostly to him. Says David: “It’s all about calmly taking care of business for my clients and their families—the business of wealth protection and management.”