What’s New

September 27, 2022
special needs, children

How to Tax Deduct Your Children’s Tuition With Learning Differences

A Brief History In 1991 a student’s parent of Fraser Academy (a private school for children with special needs and learning disabilities) challenged CRA and The […]
September 27, 2022
homeopathy, vitamins

Alternative Coverage Benefits

Effective January 1st 2018, Serre Financial added a new expense category to the Private Health Services Plan (PHSP) named “Alternative Coverage Benefits”. Permitted under the Income Tax Act (subsection 248), […]
September 27, 2022
pregnant, belly

Fertility Patients: Your Journey to Conceiving

How much would you spend for the chance to have a child? What is it worth to you to expand your family? Melissa Leong, reporter for […]
September 27, 2022
telus, healthcare

A Healthy Life Is A Choice You Make… Telus Healthcare Makes It Easier!

Are you a Business Owner? Learn how to fully tax-deduct annual fees and private medical services by enrolling in a Private Health Services Plan The Private […]
September 27, 2022
healthy, running, lifestyle

Healthy Lifestyle Benefits within your Private Health Services Plan

Putting your employees’ well-being first! This new approach can be liberating and the results uplifting for employees.  In turn, this will have a healthy impact on […]
September 27, 2022
dental, braces, gums

Business Owners: 100% Tax-Deduct Dental Treatments

FACT…did you know you can 100% tax-deduct Bone Grafting, Implants, Crowns and all other dental expenses and fees??? HOW? By enrolling your business into a Private […]
September 27, 2022
shareholder, stocks

PHSP for Active Shareholder/Employee Receiving a T5 Dividend Income

There is no question Private Health Services Plans have become an attractive alternative for business owners to augment a group benefit plan or replace it all […]
September 27, 2022
periodontics, dental, dentist

Periodontic Expenses: A Tax Deduction Often Missed

Are you a business owner with a costly periodontal surgery approaching? With a Private Health Services Plan (PHSP) you can fully tax-deduct all dental expenses and […]
September 27, 2022
savings, piggy bank

Set Aside Pre-Tax Money for Future Eligible Medical Expenses

A Private Health Services Plan (PHSP) allows business owners the flexibility to plan ahead for unforeseen healthcare costs by starting a monthly contribution to their Trust […]
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