Custom financial solutions

LEADING TAX STRATEGIES SINCE 1990

The Covid-19 crisis affects all of us in many unfortunate ways. Due to this unprecedented event and the concerns it has raised, all businesses must take drastic actions in order to keep all their employees and clients safe. Serre Financial has implemented its business continuation plan over the last few weeks. Although Serre Financial is considered an essential service, we will continue to operate at full capacity, albeit remotely. Thanks to technology, our employees will be working remotely from the safety of their homes. Management will be rotating into the office on a daily basis to ensure smooth transitions. Mail, courier and phone will continue to be operational. Meetings will continue as scheduled but via video conference. It will be business as usual with the outside world. Benefit payments will continue as normal. Please stay safe and together we will end this pandemic sooner than later.

At Serre Financial,we know money equals opportunity—for business, for family, for life.

That's why for over 15 years we've partnered with professionals, new and existing business owners, and executives to deftly navigate and mine the complex benefits of Canada's Income Tax Act.

Our approach is uniquely holistic, totally customized. No one-size-fits-all products — rather, we roll up our sleeves to work with trusted advisors of business owners and professional clients across Canada. Our goal: finding maximum value and benefits in each client's individual business, personal, and family situations. As we see it, your success or your clients' success is our success in the four Quadrants of Opportunity mentioned below.

Count on superior service and integrity in our best-in-class solutions. It's all to one end - to deliver every advantage and opportunity that comes with building the bottom-line.

Learn more about us, about our solutions, and what our clients say about us.

The latest from Serreous Money

(our blog)

The latest from Serreous Money

Serreous Changes

Dennis Serre - January 22, 2020

We’ve always said that at Serre Financial, we endeavor to find the most innovative ways to let the client, your practice, and our team/solutions grow together. In keeping to that theme, we’ve grown our team and solutions significantly over the last few months, with plans to bring about market-leading solutions into the future.

In addition to our many new staff, we are proud to announce ....read more..

Going Green

Going Sustainable isn’t just for tree huggers, it’s for Advisors too

Dennis Serre - July 31, 2019

After repeated badgering from my son, a millennial, I'm coming to terms with how out of touch I was, and our generation is, with green practices. Sure, we tell ourselves that we are well-educated in the inner-workings of ‘the global green; but often we lack the scope over current issues and cumulative impacts. My son introduced me to the idea of bounded rationality, which argues people only concern themselves with things temporally and spatially close to them, and interaction with issues/concepts decreases as time into the future increases or space away from the issue increases. Our collective conversations, coupled with his green-sector expertise, brought me to the revelation about how sustainability thinking is so important in the workplace and our day-to-day operations here at Serre Financial. The idea that building sustainability thinking into our practice, can reach huge environmental benefits while unlocking economic opportunities...read more..

Succession Planning

Kickstarting Your Own/Your Client’s Succession Plan

Dennis Serre - October 9, 2019

The fall has finally come, and everyone is back to a routine since summer’s end. Even though we’re back, many of us are starting to think about the times when we won’t be, such as when we will be more concerned about where to vacation beachside or whatever form our retirement takes. But troubling to many, is how to bridge their current work life to their retirement. For some, that transition is not far away.

After countless talks with advisors and trying to break down the market’s current and future needs, we’ve found a gap and why there is fear with succession planning.....read more..

Life Insurance Transfers

What you Need to Know

Dennis Serre - May 23, 2019

It’s May now and I have just returned from CALU held earlier this month in Ottawa. The CALU convention brings together the top insurance industry gurus in the country allowing them to share actual case experiences. One of the topics this year was the tax nightmares associated with life insurance policy transfers between corporations and shareholders....read more..

Professional Memberships