WEDNESDAY, OCTOBER 21, 2020 | 12:00 PM 1:00 PM

Dennis Serre cofounded Serre Financial with his wife Lisa. Together they have built a resilient business with a unique business model. Their model has allowed them to take a strategic approach to build a business that is both scalable and saleable.

In this webinar, we will illustrate how you can leverage your expertise to build a business that is scalable and saleable. 

We will discuss:

  • How you leverage your expertise to create value over time. 
  • How you make yourself the centre of an ecosystem designed to attract, engage and retain the people you seek to serve. 
  • How to leverage and diversify your business to make it bulletproof.


Dennis Serre
President & Founder
Serre Financial

Since 1990, Dennis and Lisa Serre 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. Time and time again, the team’s results have earned them recognition as one of Canada’s top tax authorities.


Norm Trainor

Norm Trainor
Founder & CEO

To contribute to the growth of a learning organization, yours and mine.

Keita Demming

Keita Demming, PhD
Development & Innovation
Generating added value to drive new and existing relationships.