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Dennis and Lisa Serre’s passion for tax strategy dates back decades to their first meeting in basic training at H&R block. Even then, these two recognized something others in this business missed. Their clients amounted to more than line items on a leger sheet. They had families and jobs, education dreams for their kids and retirement strategies. 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 joined what was in 1990 Revenue Canada (now Canada Revenue Agency), focusing on pension reform, RSPs and trusts. His goal: to learn as much as possible about the income tax act — and he did.
He went on to consult for various mutual funds companies, implementing various products. 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. With the demand overwhelming, Serre Financial finally turned their entire focus to tax planning.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
2 - 9
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Locations
Mississauga, Canada
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Year founded
Founded 1990
1 Locations
- Mississauga , Canada
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