Joey Thibault

Joey is a part time outdoor enthusiast and full-time financial nerd. He is always striving for improvement in all aspects of his life from fitness and sport to career and business.

Joey is involved in multiple aspects of the Serviss Wealth offering including financial planning, investments, and risk mitigation. He has a particular focus on construction business owners and loves working with like minded individuals who are always on the pursuit of scaling their business while improving their lifestyle. Prior to joining the Serviss Wealth team in 2022, Joey spent 3 years working for a Kelowna based consulting start-up that was focused on financial optimization for municipal governments. Joey also spent a year working for a major institutional investment manager on both the Fixed Income Trading, and Commercial Real Estate Investment teams. Joey has a Bachelor of Business Administration with Distinction and a major in Finance from the University of Regina. He has also been pursuing his Chartered Financial Analyst (CFA) designation since 2019, and is currently a LIII candidate.

Outside of the office you can find Joey at the mountain on his bike or snowboard.