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          •  RBC Wealth Management
          • RBC Dominion Securities Inc.
          • Sign in
            • Client Login
            • Online Banking
          • Home
          • About us
            • Meet the team
            • The Comfort Zone Investment Program
            • About RBC Wealth Management
            • Providing Value for our Clients
            • Online services
            • Your DS statement
          • Our RBC partners
          • Testimonials
          • Serber Speaking
            • Serber Speaking Newsletter
          • Achieve your goals
            • Create your family legacy
            • Estate planning
            • Simplify complex financial affairs
            • my GPS
            • Articles of interest
            • Family wealth management
            • Commentary
            • Manage wealth tax-efficiently
            • Strategies to reduce taxes
            • Family Trust
            • TFSAs
            • Corporate & Individual insurance
            • Optimize your business
            • Business owners
          • Blog
          • Contact Us

          Articles of interest

          David quoted in the Press

          Advisor Roundtable

          Risk and the High Net Worth Client

           

          Market Updates

          U.S. Midterm madness and markets (2018)

           

          Tax Planning

          Tax planning basics

          The spousal loan strategy

          Using a family trust for income splitting

          Estate freeze

          Income taxes at death

           

          Estate Planning

          Alter ego and joint partner trusts

          Estate planning for your RRSP/RRIF        

          Charitable donations

           

          Contact information

          David Serber

          Senior Portfolio Manager & Wealth Advisor
          david.serber@rbc.com
          Phone: 416-974-3530
          Fax: 416-974-0332
          Toll-Free: 1-800-766-1034

          Vicky Leung

          Administrative Assistant
          vicky.vl.leung@rbc.com
          Phone: 416-960-6832
          Fax: 416-974-0332
          Toll-Free: 1-800-766-1034

          The Serber Team
          of RBC Dominion Securities Inc.

          david.serber@rbc.com


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