SF One Page Intro
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Transcript of SF One Page Intro
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
sf
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).
Back
O�
ce
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.
F
ront
O�
ce
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.