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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 year. 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.

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