Money equals opportunity—for business, for family, for life.
For over 30 years, we've partnered with professionals, business owners, and executives to navigate the complex benefits of Canada's Income Tax Act with custom, holistic solutions.
30+
Years Experience
100%
Customized
CAN
Canada-Wide
Our Solutions
Comprehensive Tax Strategies
Four pillars designed to maximize value across your business, personal, and family finances.
Corporate Tax Planning
Optimize your corporate structure with strategies that maximize tax efficiency and protect your assets.
- Corporate reorganizations
- Holding company structures
- Tax-efficient dividends
Personal Tax Optimization
Comprehensive personal tax strategies tailored to your unique financial situation and goals.
- Income splitting
- Retirement planning
- Capital gains strategies
Business Succession
Plan for the future with seamless succession strategies that protect your business legacy.
- Lifetime capital gains exemption
- Estate freezes
- Family trusts
Wealth Preservation
Protect and grow your wealth with sophisticated strategies designed for long-term success.
- Insurance solutions
- Investment structures
- Asset protection
About Serre Financial
Three Decades of Trusted Expertise
At Serre Financial, we know that money equals opportunity—for business, for family, for life. That's why for over 30 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 and 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. Your success is our success.
1990
Founded
Toronto
Headquarters
Integrity First
We uphold the highest standards of professional conduct and ethical practice.
Client-Centric
Your unique situation drives our approach—no cookie-cutter solutions here.
Excellence
Best-in-class strategies backed by decades of specialized expertise.
Innovation
Constantly evolving to leverage the latest opportunities in tax law.
Our Approach
Four Quadrants of Opportunity
Our uniquely holistic approach examines every aspect of your financial picture to uncover maximum value and benefits.
Corporate Opportunity
Maximize corporate tax efficiency through strategic planning, restructuring, and innovative solutions that align with your business objectives.
Key Strategies
- Tax-efficient business structures
- Corporate reorganizations
- Holding company strategies
- Inter-company transactions
Compare
The Serre Difference
Advanced tax planning vs generic accounting vs DIY approaches.
Client Success
What Our Clients Say
"Serre Financial transformed our approach to tax planning. Their holistic methodology uncovered opportunities we never knew existed, resulting in significant savings."
Michael T.
Business Owner, Manufacturing
Annual Savings
$180,000
Professional Memberships & Affiliations
CPA
Association
CALU
Member
Advocis
Financial Advisors
TEI
Tax Executives
Let's Connect
Ready to Unlock Your Tax Opportunities?
Book a free 30-minute strategy call. We'll review your current situation, identify opportunities, and show you how our holistic approach can maximize your tax efficiency.
Phone
(416) 555-0190
info@serre.ca
Location
Toronto, Ontario