The Importance of a comprehensive viewpoint with Dennis Serre, President and CEO of Serre Financial
This episode of the Polestar Podcast features:
· How has the pandemic changed people’s priorities?
· What defines a successful in life and in business?
· Why should business owners and entrepreneurs consider specialized consulting services?
· Individual pension plans for entrepreneurs and Tax-advantageous structures.
· Key things to enhance the financial performance of the business.
· Insights about the private health services plan (PHSP) and the importance of employee retention.
· And 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.
Disclaimer
The information expressed in the podcast is designed for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security or investment product.
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