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LEADING TAX STRATEGIES SINCE 1990
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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 few weeks. 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.


Life Insurance Transfers

What you Need to Know

Dennis Serre - May 23, 2019

It’s May now and I have just returned from CALU held earlier this month in Ottawa. The CALU convention brings together the top insurance industry gurus in the country allowing them to share actual case experiences. One of the topics this year was the tax nightmares associated with life insurance policy transfers between corporations and shareholders....read more..



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