Since 1994, Serge has been implementing holistic approach to help individuals, families and business owners crystalize, achieve and protect their long-term objectives. In building his own practice, he has a concrete understanding of how to implement tax efficient growth and distribution strategies in working years and retirement. His experience and ongoing education bring valuable insight to his clients in areas of retirement planning and deferred compensation, investment advisory services, business continuation and succession planning, estate and legacy planning, and comprehensive benefit management.