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VELA Podcasts

Curated thoughts, relevant ideas, and significant news

The Polestar Podcast: The Importance of a comprehensive viewpoint with Dennis Serre, President & CEO of Serre Financial

In this episode, Jason Boudreau speaks with Dennis Serre, President and CEO of Serre Financial, a company providing expert advice to financial professionals, new and existing business owners, and executives to navigate and fully mine the complex benefits of the Canadian Income Tax Act.

Dennis shares his passion to help entrepreneurs and business owners through advantageous tax structures and talks about the change in clients’ priorities, the positive impact of using consulting services, individual pension plans, private health service plans, and much more.

 

 

About the Guest – Dennis Serre

Since 1990, Dennis Serre and his wife Lisa have built and curated a team of leading tax experts with one truth in mind — every client’s situation is unique. With the Income Tax Act as their playbook, Dennis and his knowledgeable team have provided expert advice to industry professionals and business owners alike, all to find value with a net benefit to the end client. Over the past decade, the Serre Financial team has grown to include many talented tax experts, each crafting superior solutions for each of the several thousand clients. To read more, please visit the Serre Financial website.

About the Host – Jason Boudreau

Jason has built VELA Wealth into an established life and estate planning firm, guiding families as they make meaningful choices at the intersection of life and wealth. Jason’s areas of expertise include intergenerational wealth transfer and estate planning with a focus on advanced insurance-based solutions that incorporate philanthropy and legacy planning. Leveraging these specialties, Jason brings a fresh perspective and outside-the-box thinking to the strategic planning process. To read more, please visit the VELA team page.

 

The episode is also available on:

    

Read the transcript of the Polestar Podcast here.

 

Disclaimer

The information expressed in the podcast is designed for general informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or investment product.