1. sf Serre Financial
www.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 benefits and proven strategies within the Income Tax Act.
Whether targeting one, two, or even all of these
quadrants, the benefits 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 satisfied in knowing
that their individual needs will be met.
Serre Financial believes in providing flexible
plans based on these unique needs and situations.
With over a decade of providing first-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 offers 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
Benefits & Tax
Minimization
Consulting Services
The Bottom Line

2. Serre Financial1-866-927-0111 www.serre.ca
Dennis Serre
President & Chief Executive Officer
Shari Leroux
Business Manager
Sales & Marketing
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Robert Prince Chief Operating Officer
Robert’s strong leadership skills enable operational efficiency, ultimately resulting in satisfied 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 Officer
Lisa has over 20 years of experience in management accounting, and oversees all of Serre Financial’s
government filings and auditing procedures. Her focus on accuracy and precise deliverables ensures
that operations are running in an efficient and cost effective manner.
Jules Caza Senior Technical Officer
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).
BackOffice
Your Team
Brooke McAree Business Development Specialist
Brooke has over 3 years of experience in the Back Office of Serre Financial. Her focus is providing friendly
and efficient 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.
FrontOffice
East Coast
Central Ontario
West Coast
Prairies
Actuaries
Lawyers
Business Valuators
Technology
Regulatory Affairs
IPP / RCA
MT / PHSP / Benefits
LIV
Corporate
Reorganization
Consulting / Projects
Tina Spencer
Office Operations Manager
Jules Caza
Senior Technical Officer
Lisa Serre
Finance Manager
Operations Regulatory Affairs
Finance
Trust Services
Accounting
Trust Services & Finance
Robert Prince
Chief Operating Officer
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 finish for all clients.
Lisa Serre
Chief Financial Officer
Brooke McAree
Business Development Specialist
Government Filing
1.21.15
Tina Spencer Office Operations Manager
Tina’s focus on effective problem solving and 12 years experience in administration, accounting, finance
and customer service creates an empowered, accountable Back Office Team that prides itself in client
satisfaction and measurable results.