sf Serre Financialwww.serre.ca 75 International Blvd., Suite 301 Toronto, ON M9W 6L9 1-866-927-0111

sf Serre Financial

Serre Financial’s services add excellent value. Our knowledgeable, supportive representatives and continuous Income Tax Act compliance

and maintenance are industry benchmarks.

Serre Financial is a Financial Services company that focuses its expertise in aiding professionals, new and existing business owners and executives by master-

ing and utilizing complex bene�ts and proven strategies within the Income Tax Act.

Whether targeting one, two, or even all of these quadrants, the bene�ts to your clients are

achieved by working with the client’s trusted and established team of

Financial Planners, Lawyers, and Accountants.

Providing fully customizable service allows

clients to be satis�ed in knowing that their individual needs will be met.

Serre Financial believes in providing �exible plans based on these unique needs and situations.

With over a decade of providing �rst-class solutions and great service, Serre Financial makes their clients more money!

Serre Financial does not manage investments or make investment fund recommendations.

Serre Financial o�ers specialized consulting that saves clients money. This is accomplished by providing all aspects of the opportunities in the four quadrants.

About Us

Immediate Tax Savings

& Cash Flow Increase

Business Exit Strategies & Planning

Estate Planning

Increase Retirement Bene�ts & Tax Minimization

Consulting Services

The Bottom Line

Serre Financial1-866-927-0111 www.serre.ca

Dennis SerrePresident & Chief Executive O�cer

Shari LerouxBusiness Manager

Sales & Marketing

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Robert Prince Chief Operating O�cer

Robert’s strong leadership skills enable operational e�ciency, ultimately resulting in satis�ed clientele. His skills have been recognized through the accumulation of customer awards in the areas of quality, quality improvement and cost reduction.

Lisa Serre Chief Financial O�cer

Lisa has over 20 years of experience in management accounting, and oversees all of Serre Financial’s government �lings and auditing procedures. Her focus on accuracy and precise deliverables ensures that operations are running in an e�cient and cost e�ective manner.

Jules Caza Senior Technical O�cer

Jules’ main role is to ensure products and services are kept current with regulatory body compliance, rules and regulations. He has over 14 years of experience in software design, development and management, and has Bachelor degrees in both mathematics (Queens) and engineering (Ryerson).

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Your Team

Brooke McAree Business Development Specialist

Brooke has over 3 years of experience in the Back O�ce of Serre Financial. Her focus is providing friendly and e�cient service and assistance to advisors and their clients. Brooke continues her education in Business Studies.

Dennis G. Serre President & CEO

Dennis brings over 20 years of industry experience to the table for his clients and Advisors, and is a member of a variety of pension committees. Dennis remains a leader in the industry by researching and providing new tax alternatives for business owners.

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East Coast

Central Ontario

West Coast

Prairies

Actuaries

Lawyers

Business Valuators

Technology

Regulatory A�airs

IPP / RCA

MT / PHSP / Bene�ts

LIV

Corporate Reorganization

Consulting / Projects

Tina SpencerO�ce Operations Manager

Jules CazaSenior Technical O�cer

Lisa SerreFinance Manager

Operations Regulatory A�airs

Finance

Trust Services

Accounting

Trust Services & Finance

Robert PrinceChief Operating O�cer

Shari Leroux Business Manager

Shari’s over 10 years of managerial skills has proven her attention to detail and her drive to provide all clients with service excellence. Her indepth knowledge of Serre Financial ensures a smooth process from start to �nish for all clients.

Lisa SerreChief Financial O�cer

Brooke McAreeBusiness Development Specialist

Government Filing

1.21.15

Tina Spencer O�ce Operations Manager

Tina’s focus on e�ective problem solving and 12 years experience in administration, accounting, �nance and customer service creates an empowered, accountable Back O�ce Team that prides itself in client satisfaction and measurable results.