Serena Hak

Serena is a wealth advisor and educator who has helped business owners, professionals, and families achieve financial security, reduce taxes, and plan their charitable giving. She is deeply passionate about helping Canadians discover their own philanthropic potential through strategic wealth planning. She works alongside her clients' accountants, lawyers, and other trusted advisors to guide families through life's biggest transitions, including retirement, business succession, the sale of a business, and passing wealth to the next generation.

Serena is dedicated to breaking down the barriers between the for-profit and non-profit sectors. She has been featured in The Globe and Mail and the National Post's Guide to Charitable Giving, and she is a frequent speaker across North America for organizations such as the Association of Gift Planning Professionals and the Canadian Association of Gift Planners. She was named one of WXN's Top 100 Most Powerful Women in Canada and holds the Canadian Investment Manager (CIM®) and Master Financial Advisor – Philanthropy (MFA-P™) designations.

Serena currently serves on the boards of AMREF Canada and Outside the March, and she is Co-Chair of The Stop Community Food Centre's What's On The Table event. She has also given her time to SickKids Foundation, the National Ballet of Canada, MaRS Discovery District, the George Hull Centre for Children and Families, and the Cabbagetown We Read program. In her free time, she can be spotted trotting around Toronto with her Beagle, Bogart.