What We Do
Since 1990, we've been providing expert advice to financial professionals, new andexisting business owners and executives to navigate and fully mine the complexbenefits of the Canadian Income Tax Act. While each solution is customized, ourproven strategies focus on four quadrants of opportunity:
Whether targeting one, two, three or even all four quadrants, we lead teams offinancial planners, lawyers and accountants to one end — finding the optimal custom tax strategy for each client's unique circumstances.
(Serre Financial does not manage investments or make investment fund recommendations)
Dennis and Lisa Serre’s passion for tax strategy dates back decades to their firstmeeting in basic training at H&R block. Even then, these two recognized somethingothers in this business missed. Their clients amounted to more than line items on a legersheet. They had families and jobs, education dreams for their kids and retirementstrategies. In short, they had lives. This big-picture understanding, they knew, was something they could build on.
Dennis decided to dig deeper, and learn the business from the inside out. He joinedwhat was in 1990 Revenue Canada (now Canada Revenue Agency), focusing onpension reform, RSPs and trusts. His goal: to learn as much as possible about theincome tax act — and he did.
He went on to consult for various mutual funds companies, implementing variousproducts. He worked too as a compliance officer and tax manager. Time and again,trusted advisors would ask him for tax planning advice for professional clients. Withthe demand overwhelming, Serre Financial finally turned their entire focus to taxplanning.
Today, Dennis continues to advance his tax planning knowledge and expertise. Hiswork for business owners and financial industry professionals has earned him recognition as one of the top tax authorities in the country.
Over the past decade, the Serre Financial team has grown to include many talentedtax experts, each crafting superior solutions for each of the several thousandSF clients.
Their work universally, however, is guided by one basic principle: Finding value with anet benefit to the end client. In short, the Serre Financial business model works like this— if you win, if your clients win, SF wins.
Our working philosophy starts with extraordinary people. We think it only makessense that Serre Financial staff will treat our clients as they are treated—three-dimensional people with businesses goals, families, hopes and aspirations.
The end result? Superior service and integrity are our hallmarks. We set theindustry bar for knowledgeable supportive staff, as well as continuous Income Taxcompliance and maintenance. Further, we invest in our people with ongoing industryeducation and in the tools they need to ensure continuous improvement.
Meet our people:
President & CEO
Chief Financial Officer
Mary Danielle Gillies
Director of Operations
Dennis brings over 25 years of industry experience to the table for his clients and Advisors, and is a member of a variety of pension committees. Dennis remains a leader in the industry by researching and providing new tax alternatives for business owners.
Lisa has over 25 years of experience in management accounting, and oversees all of Serre Financial’s government filings and auditing procedures. Her focus on accuracy and precise deliverables ensures that operations are running in an efficient and cost effective manner.
Mary Danielle’s brings a 15-year long track record in being exemplary among her peers for delivering a triple-bottom line. Having started in day to day banking and moving upwards through investing services to managing in-depth credit structures, and most recently advising business owners on start-ups, exit financing, mergers and acquisitions, it’s clear she understands the various elements of corporate structures intimately.
Our Management Team
Senior Technical Officer
We're grateful for our loyal clientele and the opportunity to succeed. And with that, giving back to our community is important. This includes support for:
Special Olympics - Brampton
Princess Margaret Cancer Centre - Ride to Conquer Cancer
Canadian Diabetes Association
Headwaters Health Care Foundation
Family Transition Place - Orangeville