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Index/Finance/The Polestar Podcast
The Polestar Podcast artwork

The Importance of a comprehensive viewpoint with Dennis Serre, President and CEO of Serre Financial

The Polestar Podcast · 2022-06-15 · 30 min

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Topics in this episode

velawealthfinancialplaningwealthphspwealthmanagement

Episode notes

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 .

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