If your investments were a CAR?

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Would you describe your investment style or personality as a Ferrari, Jaguar or a Cadillac? Or a GMC Denali pick up truck? The way people invest and plan financially, says something about the intentional lifestyle…

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Canadian Lifestyle Update

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“Stand up out of your decision wheelchair and run through your ultimate lifestyle, yet being responsible for your future.” – Dustin Serviss To make changes or set new directions or accomplish new goals a person…

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What is the Best Life Insurance

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… one that fits your goals and budget. How can you find the best life insurance when there are literally 100’s of policy types and variations? Simple, ask yourself “why am I buying it?”…  buying…

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Introducing Net Net TOUGH

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If before March 1st 2020 were you feeling under control financially, but now you are feeling like you are walking through a fog of unknown. Then, this course will give you peace of mind that…

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“Cseking In” with Dustin Serviss

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Last week, I had the pleasure of sitting down with Nikki Csek of Csek Creative and NowMedia Group for the latest episode of “Cseking In”, her video series featuring interviews with Okanagan business owners and…

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Dr Tom Deans COMING to Kelowna

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I am excited to announce we have secured Tom Deans world recognized speaker and author of the book(s): Every Family’s Business – 12 Common Sense Questions Could Save Your Family Willing Wisdom –  7 Questions…

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