Many high net worth investors understand the need to delegate the day-to-day management of their investments to a professional.  That is where the Serber Team fits in.  As your Personal Portfolio Manager, we help design and manage your Investment Plan, while accessing the resources of RBC’s comprehensive Wealth Management Platform to prepare and review your long-term Financial Projections, tax-efficient Retirement Plan and your Estate Plan.

The clients we specialize in assisting include:                                                    

  • Entrepreneurs, Professionals, and Senior Executives
  • Retirees
  • Corporations, Charities, and Foundations
Our comprehensive Wealth Management service is designed for select families and organizations who typically have $1 million or more in investable assets. We have been providing investment advice and wealth management for over 25 years, and are proud of the concierge-level, high-value service we provide to our clients. You can read a summary of the client benefits we deliver here.  
 
Every client has unique goals, past experiences and aspirations.  Accordingly, every one of our clients enjoys the benefits of a custom-designed portfolio built exclusively to meet their objectives, needs and attitudes.  We also provide in-depth explanations and investment education so our clients always feel comfortable and confident with our disciplined investment process.  We call this The Comfort Zone Investment Program.
If you would like personal guidance with your investment portfolio, we would be pleased to provide a complimentary consultation.  Please call
(416) 974-3530 or email me to ask any questions or to book an appointment.
 

The Serber Team

David Serber, FCSI

Vice-President, Portfolio Manager & Wealth Advisor

416-974-3530 | Email me