Trust In Years Of Experience

Serre Financial is a successful group plans consulting firm with 50 years of extensive tax knowledge at our disposal and experience working with many financial institutions to develop new pension plan programs for all types of business needs.

Working closely with individuals and corporations, Serre Financial is focused on avoiding excessive fees and minimizing both taxes and future pension liabilities.

Serre Financial Services is a leader in helping business owners, corporations, senior executives and employees to customize their pension programs to meet their specific needs.

Contact Serre Financial Services to discuss how you, your company and your employees can benefit from any of the following group plans:

* Defined Benefit Pension Plans
* Defined Contribution Pension Plans
* Deferred Profit Sharing Plans
* Employee Profit Sharing Plans
* Group Education Savings Plans
* Group Registered Retirement Plans
* Individual Pension Plans
* Non-Registered Plans for Corporations

* Retirement Compensation Arrangement

  Contact Serre Financial

16765 Mississauga Road
Caledon ON
L7K 1M8

Tel:  519.927.0111
Toll Free: 1.866.927.0111
Fax: 519.927.0222

Email: service@serre.ca

 

 

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