David Serber, FCSI

Vice-President, Portfolio Manager & Wealth Advisor

416-974-3530 | Email me
416-974-0332 | Connect
1-800-766-1034

David applies his 25-plus years of experience, and deep knowledge of financial markets, to help his clients better-manage their financial assets.

David understands that clients have uniquely complex financial situations. He and his team take the time to listen, and to fully understand each client, in order to provide custom-tailored solutions.  As David likes to say "Our business is taking care of money, but often we are really in the business of taking care of families."

David and his team provide portfolio management services to high net worth clients, corporations and non-profit organizations. He draws on his extended network of internal and external professionals to provide a comprehensive Wealth Management experience for his clients.  This process ensures a smooth integration of each client's investment plan, retirement plan, estate plan, and tax plan. 

David has been an RBC Dominion Securities Vice President since 1999, one of the highest honors bestowed upon Portfolio Managers and Wealth Managers within our firm.

When not at work, David enjoys family time with his wife Lisa Vogel, and their three children -- Ella, Nathan and Gracie.  Aside from work and family, David’s interests include oil painting (landscape) and improving his Chess ranking by playing online against players from around the world. 
David lives in the North Toronto/Sherwood Park neighbourhood.

The Serber Team

Rosetta Perrino

Associate

416-974-1726 | Email me
416-974-0332
1-800-766-1034

Rosetta has been in the financial services industry for over 25 years. As a licensed Associate, she prides herself on delivering exceptional client service in a timely and professional manner. Rosetta assists clients with all administrative and day-to-day account servicing requests.

Rosetta’s industry courses include the Canadian Securities Course (CSC) and the Conduct and Practices HandBook (CPH).