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
Wealth Management
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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.
Investment Management
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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.
Insurance
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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.
Business Advisory
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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.
Lawyers Financial CBIA
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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.
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