Photo: Contributed
Dustin Serviss studied civil engineering, completed his diploma and then moved to Alberta to work in the surveying and engineering field.
While doing this, he was also studying stock trading, real estate investing and business operations and marketing. After advancing through his positions with an engineering firm, Serviss moved back to Kelowna in 2005 and started providing financial advice to business owners.
In 2014 he founded Serviss Wealth Management, which has since won numerous awards for client service and, most importantly, having a history of successfully helping our clients hit their goals. Serviss manages a team of three internal staff and co-ordinates approximately 15 staff outside of the office. Past leadership roles have included teaching entrepreneurship seminars to both School District 23 and University of British Columbia Okanagan.
Serviss Wealth Management has conducted do-it-yourself investment seminars for non-business owners and non-high net worth families. In 2018 it focused on raising awareness around families who have experienced in-vitro fertilization struggles. Events held led to the donation of a full treatment to a Kelowna family needing the support to try to make having a family a reality. Serviss’ current volunteer efforts are around teaching finance to people who are interested but may not have a million dollars to invest.
Serviss has also provided support via the fertility community by speaking with couples who need conversations with people who have overcome the having-a-baby road block. Serviss never shies away from an opportunity to take a friend’s, client’s or colleague’s child for coffee and teach about life, money and business.
Serviss has a civil engineering diploma and currently holds three of the highest respected credentials in the financial advice industry: certified financial planner, chartered life underwriter and chartered investment manager.
Recent awards and accomplishments include:
• Top 10 Wealth Builder of the Year (2017)
• IPC Financial, 2018
• Micro Business of the Year, Kelowna Chamber of Commerce (2019)
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