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)

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..

Corporate Investing

Is it Still Valuable?

Dennis Serre - October 30, 2018

It’s fall, the leaves are all but down and Halloween is around the corner. Financial advisors and accountants are back to work in full swing. In the last two weeks, I received several emails and phone calls about passive investments inside a corporation. What should we do? What tools are available to help us?....read more..

Tackling Year-End both

Personally and Corporately

Dennis Serre - December 10, 2018

Stop procrastinating — year-end planning is here. Let’s spend the time to ensure things are in tip-top shape before the jolly man in red arrives, ties up our holiday calendar, and loads up our credit card debt. ....read more..

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..

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