Our Clients Say It Best

A sampling...


Over the past 6 plus years Serre Financial has become a solid partner... Serre Financial's software for the Private Health Services Plan is by far superior, a well-oiled machine that provides current "live" information to brokers, plan administrators and employees. The process of enrolling clients, ease of submitting claims, prompt reimbursement is streamlined and straightforward which continues to maintain very happy clients.

June Borle
Private Health Services Plan & Trust Specialist
The John Robinson Group and Trusted Advisor


Dennis Serre and his staff at Serre Financial are considered by my clients and my firm as Professionals who have highly unique expertise in Corporate Financial Planning Business. As an advisor with 30 years experience and 5 financial planning designations, I consider Serre Financial to be my Trusted Advisor, just as my clients see me as theirs.

Chuck Caruana, CLU, CFP, CH.F.C, RRC
Managing Partner of WSC Insurance Group


Before working with Serre Financial, we struggled to find a firm that could assist us with the implementation of some of our advanced financial planning strategies… We very quickly realized that there were two types of firms in this marketplace. Firms who could complete the job, and then Serre Financial. A firm that took ownership of the entire process and ensured the job was done right.

Scott Plasket, CFP
Senior Financial Planner & CEO
IRONSHIELD Financial Planning Inc.

Smart Investing

My experience working with Dennis and his team has been excellent. They have helped my corporate clients reduce taxes, improve cash flow and organize their corporate affairs properly. My client’s have received excellent and professional service from the entire team at Serre and they have added great value to my practice.

Brian Golly

We began our relationship with Serre Financial at the conclusion of a nation-wide search for a company that could provide our clients with a competitive program, incomparable ethical and service standards and we haven’t looked back in 7 years and counting. Our unwavering confidence in Serre’s knowledge, ability and client service has made this one of the easiest business relationships to maintain.

Serre Financial Client


Very good service… They’ve taken on compliance and given me far more advanced tools, especially for the corporate market..

Alain Pereux
Newcombe Wealth Management