Serviss Wealth Management is one of the largest independent financial planning firms in Kelowna BC. Serviss Wealth Management provides custom wealth management services to business minded clients, manages over $100 Million in client networth in Kelowna and Okanagan. Dustin has been featured as the number 1 Top 40 Under 40 leader in 2014 (and again in 2020) by the Kelowna Chamber of Commerce.
We INCLUDE real estate into the financial plan and have in house Residential and Commercial Real Estate Professionals. Your advisory experience includes getting access to a tax-focused Chartered Professional Accounting team and a Corporate/Estate planning Lawyer. My wife and I have found the Serviss Wealth Management experience much more than financial.
We INCLUDE real estate into the financial plan and have in house Residential and Commercial Real Estate Professionals. Your advisory experience includes getting access to a tax-focused Chartered Professional Accounting team and a Corporate/Estate planning Lawyer. My wife and I have found the Serviss Wealth Management experience much more than financial.
Services
It is not a secret we all are in a unique Life-stage and designing our ideal Lifestyle. Sometimes dealing with financial decisions or planning can get in the way of living our full desires. This is the world we help people with day in and day out. Determining all of your financial issues and creating your financial dashboard can pinpoint as to where your gaps are located along with your opportunities.
Would you appreciate having a more meaningful conversation with your current investment advisor?. If you would like to start living your best lifestyle, it starts with having a wealth plan you understand. Numerous clients have a substantial nest egg or come to us with significant net worth - maybe they just sold their Okanagan Business.
Term life insurance is the most straightforward option. You decide on a death benefit amount or how much money will be paid to your heirs upon your death. Next, you decide on a term or length of time you want the coverage to be in place. For instance, you may choose a 20 year term for a $500,000 policy.
Our business consulting services specialize in helping dynamic companies manage initiatives and improve less efficient areas to achieve the best possible business outcomes. We help companies create a solid growth foundation while supporting the requirements of our clients through their growth lifecycle.
Dustin leads a team who helps over 1100 lawyers and legal staff in British Columbia with their financial strategies. Serviss Wealth Management is as an Authorized Representative for Lawyers Financial (formerly the Canadian Bar Insurance Association or CBIA). This group facilitates insurance protection in regards to law firms, law firm staff, legal professionals, partners and their families.
Reviews (6)
Matthew Livingston
Aug 31, 2020
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Jeff Krawchuk
Oct 19, 2019
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I have been a client of Serviss Wealth Management for years now. Dustin and his team have always provided me with sound and unbiased advice through multiple business purchases and sales, personal/family planning and have given me a road map that I am confident will lead to financial freedom. Its seeing the big picture and dealing with multiple strategies to accumulate wealth that has made the difference for me and makes me look forward to working with this team for many years to come!
Alyssa Regier
Aug 29, 2019
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Everything is always clearly explained to me in plain terminology that ensures I understand exactly what I'm getting. Unique options are offered that I never knew existed but are often being suggested because they would be a good fit for our planning. Meaning, they are also listening and learning who we are and what matters to us quite well in order to make suggestions that are of value to us.
Melissa Simpson
Jun 10, 2019
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Meghan and Dustin were a great help in educating me and assisting me with creating a plan to match my goals. I would recommend working with the team, they are the first financial planners I felt actually listened to me and provided feedback on what would be best for me as opposed to what would make them the most money. I appreciate and recommend working with their team.
Chris Stephens
Oct 25, 2017
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Anthony Berdan
Oct 15, 2016
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