Dennis Serre
CFP, Pension & Taxation Specialist
As the President of Serre Financial Services, Dennis researches and develops
pension platforms and
new tax alternatives for your clients.
Early in his career, Dennis earned his Corporate Certificate in Accounting and Finance from Ryerson University. Since then, he has completed extensive industry related courses, including IFIC Sales/Compliance, CFP courses in Wealth Accumulation, Risk Management, Estate Planning, and has continually participated in diverse financial educational seminars in the last 18 years.
Dennis has worked with AIC, Berkshire, CI Funds, Mackenzie and M.R.S. Trust as a Compliance Manager, Pension Officer and a Pension Specialist. He is also an active member of several pension committees.
Contact your Business Development Manager to find out how Dennis’ expertise can bring your business to the next level.