Our family and company have had a banking relationship with The Royal Bank (RBC) that dates back to the inception of our family enterprise in February 1949. When over the years our family assets grew beyond the ability of our local RBC branch to serve us well and with RBC’s acquisition of Dominion Securities we were presented with the opportunity to have a dedicated RBC/Dominion Securities financial advisor introduced to us.
After meeting with him and selecting him to establish a working relationship for over the past 25 years, David Serber has been the lead financial advisor for me personally and for assisting me in my role in administering as financial investment decision maker for our “family office”.
He also acts as a patient teacher and thoughtful trainer in the world of investments and patiently makes complex matters understandable.
Throughout that time frame David’s substantial financial instrument knowledge, meticulous financial back office clerical skills, trustworthiness, transparency, empathy, sincerity, responsiveness, imperturbable nature and loyalty have been second to none and have helped me to effectively tend to and grow our family investment capital. .
I would not hesitate for a moment to commend David (and the team he has developed to support his efforts) to anyone seeking these qualities in a long term investment advisor.
Randolph Paisley, President, Paisley Products of Canada
We recommend David unreservedly for his honesty, candour and understanding of financial markets. For nearly 30 years, he has been our steady rudder through all the important, and sometimes turbulent, passages of life -- births, deaths, financing of homes, consulting on our corporation, tax advice, estate planning, re-writing our wills and ensuring a stable long - term financial future. We have told our loved ones that when we die, there is only one person to call: David Serber.
Raymond Heard and Gillian Cosgrove
David Serber and his team have been managing my financial affairs for many years. David created an individualized portfolio for my investments and ensures we have regular contact to discuss the performance, the composition of the portfolio and my immediate and future requirements. His excellent team are equally responsive and attentive to all my needs. Being with RBC, David is also able to provide a wide range of associated services which I have taken advantage of. It is very reassuring to know that David and his team have my financial well-being at heart.
S.T., Retired
For more than 20 years, I have been a client of David and his team at RBC. He, and they, have always been helpful, knowledgeable, trustworthy and approachable. Our meetings together are very informative. David explains clearly and in detail exactly how my personal and family trust portfolios have performed, with steady growth over the long term. Good advice and access to other professionals with estate and retirement planning expertise have also been most welcome. I am very happy to recommend David as a financial advisor.
K. Larkins, Penetanguishine
David Serber has been my Financial Advisor for more than 10 years. In fact, I am a second generation client as David was the trusted Advisor for my mother, too. He has always given excellent advice and has expertly managed my Portfolio through the financial turbulence of this decade. I have great confidence that I can depend upon him to continue this service for many years ahead.
Barbara P.
Shirley and I have been clients of David Serber and RBC Wealth Management since 2000. I first met David when he gave a presentation to the Independent Business Branch Managers of Royal Bank in our Toronto District in the late 90s. Sometime after that, when we decided we needed an investment manager, David seemed like the perfect fit.
When I retired early from RBC in 2001 and moved to London, Ontario, we maintained our relationship with David which continues to this day. He is knowledgeable, easy to converse with, professional, competent and very good at what he does. David keeps us very well informed, meets with us in person and by phone when necessary, provides regular updates, quarterly reports and other information that he thinks appropriate for our investing knowledge.
Gary and Shirley West
