Dustin Serviss CFP CLU CIM CHS
Life-long learning is a core belief for Dustin, and while he has many letters behind his name, he strives to acquire new knowledge and is eager to share it to the benefit of his clients and friends. Helping others in the business realm, as evidenced in assisting with the Advocis Eduvacation for financial advisors in 2013, Dustin is committed to community service as well: business mentoring of S.D. 23 high school students, volunteering with Junior Achievement, Ambassador for the Chamber of Commerce, past member of Central Okanagan Search and Rescue, and supporter of KGH Foundation. He enjoys hosting client events designed to get people involved and active, have fun and where local charities are the benefactors of any proceeds.
Dustin, his wife and two sons enjoy an active and adventurous Okanagan lifestyle, participate in a variety of outdoor and cultural activities, and appreciate the people, amazing food and wine and the vibrant culture of Kelowna.
Designations:
- Certified Financial Planner (CFP)
- Chartered Life Underwriter (CLU)
- Chartered Investment Manager (CIM)
- Certified Health Specialist (CHS)
Community and Media
- Peer to Peer Real Estate Podcast
- Business Creators Radio Show
- The World Financial Review Magazine
- Finance Monthly Magazine
- Hosted Top 20 Under and Over 40 Programs in Salmon Arm in 2023
- Top 40 Under 40 in 2020
- Top 40 Under 40 in 2014
- Kelowna Daily Courier – Keeping the Homeless Warm Coat Give Away
- Kelowna Chamber of Commerce Micro Business of the Year 2019
- Kelowna Chamber of Commerce Top 3 Micro Business of the Year 2018
- KGH Foundation Secret Santa
- Kelowna Invitro Fertilization Donation
- Cseking Interview with Nikki Csek
- iHeart Radio Interview
- Downtown Kelowna Association
- Protect The Family Business Event (Castanet)
- 3 Best Kelowna Financial Firms