Dustin Serviss CFP CLU CIM CHS

Upon meeting Dustin for the first time it does not take a person very long to realize that “Adventure” is a major part of Dustin’s life. Adventure resides inside his practice with taking roads less traveled in the financial industry including, the use of technology, client experience processes and including staff in overall business decisions. Outside his practice he is never shy of experiencing something unique with his clients. From fishing 200lb Sturgeon Fish to Racing Exotic Cars in Las Vegas, Dustin always try’s to fit something new in.

THE PICTURE OF WEALTH PODCAST – hosted by Dustin Serviss

Work ethic and academic achievements were recognized early on in being awarded a scholarship from the Kelowna Golf and Country Club, which he applied to an education in Civil Engineering, leading him to an initial career in Calgary. However, his Okanagan roots remained grounded, and in 2005 Dustin moved back to Kelowna to pursue a new professional path in the financial services industry. After 8 prosperous and valuable years working as a senior associate with a large, local independent advisory group, Dustin launched Serviss Wealth Management in November, 2014.

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)

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