Not Products. Customized Solutions.
Our CRA-approved PHSP sets the industry standard for low-risk, high-net-benefit medical plan solutions.
We're big believers in IPPs (and FPPs) as a vehicle to save for retirement, but they have to be the right fit. We know the best plans are customized top to bottom.
Serre Financial is one of Canada's most trusted providers of RCA solutions because we work with you to fully understand what individual clients want to accomplish short-term and long-term.
We focus on the details. In contrast to competitors, we're experts at structuring these trusts to satisfy both your client's specific long-term needs and CRA scrutiny.
Incorporation is an excellent way to limit your liability by segregating your personal and business assets.
Determining the fair market value of a business may be required for a variety of reasons, including sale value, establishing value of shares, insurance coverage and divorce proceedings.
Learn when and why a business Re-Organization is appropriate.
Balance the interests of all stakeholders in the company.
Customizing handling of your personal estate and distribution of personal assets.
Take advantage of certain tax planning opportunities.
A customized overview analysis and roadmapping of your corporation's financial future.