Hi. My name is David Serber. And I'm a vice president, portfolio manager, and wealth advisor here at RBC Wealth Management. I've been helping clients and their families to better manage their financial lives for nearly three decades. Over that period, I've worked with hundreds of clients, through bull and bear markets, financial crises, and even their personal crises. I've seen a lot, and I've learned a lot.
But don't take my word for it, here's a direct quote from one of my long term clients. "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." For more, see the testimonials tab on my website.
When I started, the industry was mostly just a brokerage business. We'd call clients with trade ideas, and that was about it. In the '90s, we developed into portfolio managers. We increasingly helped clients to properly diversify their holdings, to meet their financial objectives. In the 2000s, we moved towards holistic wealth management. That means we also began helping clients with retirement and estate planning, life insurance, and, of course, tax planning.
I'm passionate about helping clients prepare a proper projection of their financial lives, from the present all the way through their retirement years. To help do that, I use our proprietary software called my GPS. It's a fabulous system. It allows me to sit down with clients and go through all kinds of what if scenarios.
This helps them to clearly see how each piece of the puzzle impacts the whole. My clients love this process. One said it's like a financial full body MRI. And here's my special offer. I think this is so important, and, so useful that I will do your initial financial projection for free. To get started, just give me a call, or send me an email.
This video is provided by RBC Wealth Management for informational purposes only. The comments contained in this video are general in nature, and do not constitute legal, investment, trust, estate, accounting or tax advice. RBC Dominion Securities Inc.*, Royal Trust Corporation of Canada, The Royal Trust Company, RBC PH&N Investment Counsel Inc., RBC Wealth Management Financial Services Inc. are affiliated corporate entities and member companies of RBC Wealth Management, a business segment of Royal Bank of Canada. *Member – Canadian Investor Protection Fund. Please visit www.rbc.com/legal/ for further information on the entities that are member companies of RBC Wealth Management. ®/TM Trademark(s) of Royal Bank of Canada. Used under license. © 2021 Royal Bank of Canada. All rights reserved.