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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

Prestige VIP

Dennis Serre - May 20, 2020

The COVID-19 pandemic has touched the lives of nearly everyone. Thanks to many of us staying home, working remotely, and self-distancing we have begun to curve this pandemic, and our worlds are slowly shifting back to normal. Although, the coronavirus has brought many hospitals, clinics and private health care facilities to a halt, an individual's sickness and health stemming from before or during this pandemic, has not. As a result, many patients are left waiting, which hinders with their potential for a successful recovery. In response, we have worked tirelessly to find a solution for many of your clients to help them seek the help they need wherever, whenever....read more..

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..

The latest from Serreous Money

COVID-19 FINANCIAL ASSISTANCE GUIDE

Dennis Serre - April 7, 2020

We strongly recommend taking advantage of any assistance for which you qualify to sustain yourself while the economy re-balances ....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..

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