Serviss Wealth Management
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Serviss Wealth Management
  • GET STARTED
  • Services
    • Wealth Management
    • Investment Management
    • Insurance
    • Business Advisory
    • Tax Planning
    • Succession Planning
    • Estate Planning
    • Family Office
    • Lawyers Financial (CBIA)
  • Testimonials
  • About Us
    • Dustin Serviss CFP CLU CIM CHS
    • Joey Thibault
    • Meghan Hicks
    • Jody Serviss
    • Our Clients
    • Contact Us
  • Learn
    • Tools
      • Get Real Results Now – Update Your File!
      • How Ready is Your Estate Plan?
      • Are You Ready to Sell Your Business?
      • How Financially TOUGH Are You?
  • PODCAST
  • BOOK Meeting

Author: Stephany Mesa

The Key to Mastering Your Finances and Achieving Your Dreams

On May 12, 2023, In Podcast

In this episode, Dustin discusses financial strategy and efficiency. He emphasizes the importance of having a plan and monitoring progress toward financial goals. He shares a personal story about achieving a financial goal by laying…

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Creative Strategies to Boost Employee Productivity and Happiness

On May 8, 2023, In Podcast

In this episode, Dustin gives listeners insightful advice on how law corporations can invest in their employees and their own financial growth. He covers various financial strategies that can be implemented by corporations to achieve…

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Insider Tips for Incorporating Life Insurance into your Law Corporation

On May 8, 2023, In Podcast

In this episode, Dustin provides financial strategies for lawyers and law firms to manage their finances and protect their partnerships. He introduces the spending accelerator tool, which automates monthly expenses, and discusses insurance policies for…

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How to Save Thousands on Taxes Using Incorporation Strategies

On May 8, 2023, In Podcast

In this episode, Dustin discusses tax strategies for individuals and small business owners. He talks about the pros and cons of incorporation and the importance of cash flow management. He then emphasizes the benefits of…

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The Glow Zone, A New Way to Measure Success

On May 8, 2023, In Podcast

In this episode, Dustin discusses the relationship between happiness and wealth and introduces the concept of the “glow zone.” He explains that as one progresses in their career and makes more money, they may experience…

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Unlocking Financial Wellness: Strategies for Success

On April 25, 2023April 25, 2023, In Podcast

In this podcast episode, Dustin shares insights from his 18 years of experience and discusses strategies for improving financial wellness. He introduces the Life Clarity Summit, a tool for assessing financial goals and risk management.…

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Utilizing Social Media Marketing To Generate More Clients, Cash, And Energy

On April 17, 2023April 17, 2023, In Podcast

In the modern era of digitalization, social media platforms have become a valuable tool for businesses to reach out to their potential customers and create brand awareness. In this week’s podcast episode, Dustin sits down…

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Using Gold Investments to Build Wealth in a Dynamic Economy: With GoldCore CEO Stephen Flood

On April 11, 2023April 11, 2023, In Podcast

The global economic environment is constantly changing, and investors are always looking for ways to build and preserve their wealth. In this podcast episode, host Dustin Serviss speaks with Stephen Flood, the CEO of GoldCore,…

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778.484.1435

Offices in Kelowna and Salmon Arm

Mailing Address:
1605 Pandosy Street
Kelowna, BC V1Y 1P6

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