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)

Converting HWTs to PHSPs

Making Sense of the 2018 Budget Changes

Dennis Serre - March 21, 2018

Thankfully, the 2018 Budget changes softened significantly from those of last July. They’re important, but far less devastating. Here’s an overview, including a solution to one major change that involves your clients’ Health and Welfare Trusts (HWT)....read more..

Canada Has Spoken! Has Finance Minister Listened?

Dennis Serre - February 6, 2018

We’re now well into the New Year and the Department of Finance has kept a low profile in recent weeks. Last July we were all astonished with the controversial proposed tax changes that would have propelled the Canadian economy into a deep recession.

The last time we fielded tax changes of this scale was 1972. Several years of consultation with the Finance Department led up to those changes. ...read more..

The Myth of IPP vs PPP

Dennis Serre - December 14, 2017

As December 31st approaches, many entrepreneurs and accountants are reaching out last minute, looking for quick planning before yearend. Quote requests for IPPs in the past month have spiked noticeably. Many accountants are worrying about what the federal government will be coming out with in the New Year, and many fear the worst.

Here is a quick federal update on the subject ...read more..

Why Family Trusts Still Matter — In Spite of the Federal Liberals

Dennis Serre - November 8, 2017

Now eight weeks until the New Year, the Liberals maintain a low profile and for good reason. Watchdogs are discovering more undisclosed information, corporate holdings and offshore accounts. Meanwhile, the rest of us have stayed the course, resuming our regular business affairs, but with some big questions still looming.

Among these, here’s one of the most common. What precisely is a Family Trust and why would I need one given all the recent changes? Here’s my answer:...read more..

Professional Memberships