Vice President, Portfolio Manager & Wealth Advisor
David started his career with RBC Dominion Securities Inc. in April 1991. He applies his deep knowledge of financial markets when dealing with complex investment situations, which is greatly enhanced by his 20 plus years of experience and his designations as a Certified Investment Manager (CIM) and as Fellow of the Canadian Securities Institute (FCSI).
David provides portfolio management services to high net worth clients, corporations and non-profit organizations.
Since 1997, David has been a member of the RBC Dominion Securities Executive Council, a special group formed to recognize the firm's leading Portfolio Managers and Investment Advisors. David has also been a frequent guest speaker for the New Advisor training program throughout RBC Dominion.
In 1999, David was appointed Vice President, one of the highest honors bestowed upon Portfolio Managers and Investment Advisors at RBC Dominion Securities.
From 1999 to 2005 David was a member of the Toronto Mendelssohn Choir, and served for one year on its Board of Directors. In addition, David has created a portfolio management software application called FolioSoftTM which he and his team use to manage all aspects of what he calls The Comfort Zone Investment ProgramTM.
When not at work, David enjoys family time with his wife Lisa Vogel, and their 3 young children Ella, Nathan and Gracie. Aside from work and family, David’s interests include classical music, oil painting, and playing Chess online with players from around the world.
David lives in the North Toronto/Sherwood Park neighbourhood.
Melissa joined David’s team in July 2006 after working as an Investment Broker Executive Assistant at another securities firm.
Born and raised in Toronto. Melissa graduated from University of Western Ontario in 2005 with an honors degree in Social Science. In 2007, Melissa became licensed as an Investment Representative after successfully completing the Canadian Securities Course and the Conduct and Practices Handbook exam. Melissa also recently attended Ryerson University part-time and completed an additional diploma in Marketing and Business Management.
Melissa is experienced in all categories of client service. Her commitment to excellence is critical to our business and ensures every client and professional contact feels they are "well taken care of”.
Outside of the office, Melissa enjoys playing squash, snowboarding, volunteering with Special Olympics Canada, Big Brothers Big Sisters of Toronto, Daily Bread Food Bank and spending time at her family cottage in Lakefield. Melissa, her husband Shay and their two son's like to travel the world and experience new adventures whenever they can.
Elvis Henrique, CFP, FMA, FCSI
Financial Planning Consultant
Elvis is a valuable member of your advisor’s team, helping you create and preserve your wealth.
Elvis’ career in the financial services industry began in 1994. His experience includes working at two large financial services providers as a Financial Consultant and Advisor, focusing on client’s financial planning and wealth building objectives. He has used the preparation of a comprehensive financial plan for each and every client as the cornerstone of his relationship with clients. A financial plan can provide a clear picture of where you are now and create a strategy for what you need to do to have peace of mind for the future.
In 2007 Elvis joined RBC Dominion Securities and has been providing sophisticated financial planning advice to clients of RBC as a valued member of RBC Wealth Management Services.
Elvis has acquired extensive knowledge in financial planning, tax planning and wealth management. He has attained numerous industry designations, including the Certified Financial Planner (CFP) designation, Financial Management Advisor (FMA) and Fellow of the Canadian Securities Institute (FCSI), which is reserved for an elite group of financial professionals who have met exacting standards for industry experience, advanced education and solid endorsements from their peers and superiors.
Elvis’s role is to work with and support The Serber Team in preparing and presenting comprehensive financial plans.
COMPREHENSIVE FINANCIAL PLANNING
Comprehensive financial planning approach addresses your issues and concerns and helps you to clarify your objectives. Your personalized Financial Plan will provide specific recommendations focused on your particular needs, including cash flow, tax strategies, investments, retirement, and estate planning and will ultimately assist you in maximizing your situation and achieving your goals. This personalized report should serve as a roadmap to help you make financial decisions in the future.
Anna Kubicek, CFP, CLU
Estate Planning Specialist
Anna is a valuable member of your advisor’s team, helping you create and preserve your wealth.
Anna began her career in the insurance industry in 1996 working for one of the largest financial planning companies in Canada. In 2011, she joined RBC.
Anna attended Ryerson University and earned her degree in Hospitality & Tourism. She acquired her Certified Financial Planner (CFP) designation in 1998 and her Chartered Life Underwriter (CLU) designation in 2012. Additionally, she is a member of Advocis, Canada’s largest membership of professional financial advisors.
COMPREHENSIVE INSURANCE PLANNING
Working closely with your advisor, Anna employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them. For more complicated situations, she works with your other professional advisors in the development of appropriate solutions.
Anna Kubicek can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity, and living benefits solutions. She can also assist you in structuring your insurance contracts to ensure your wealth is transferred to your heirs in accordance with your wishes. To help you receive high-quality, cost-effective insurance solutions, Anna evaluates various insurance offerings from Canada’s top-ranked insurance providers.