Services
Testimonials
Take the Test
About Us
Learn

Services
Testimonials
Take the Test
About Us
Learn

Our Services

Wealth Management
Investment Management
Insurance
Lawyers Financial (formerly CBIA)
Business Advisory
Tax Planning
Succession Planning
Estate Planning
Family Office

Share this Page

Click to share on Facebook (Opens in new window)
Click to share on Twitter (Opens in new window)
Click to share on LinkedIn (Opens in new window)
Click to print (Opens in new window)

Contact Us

We are located downtown Kelowna in the Nest office building.

1605 Pandosy Street
Kelowna BC V1Y 1P6

P 778-484-1435
F 778-484-1436

Share this Page

Click to share on Facebook (Opens in new window)
Click to share on Twitter (Opens in new window)
Click to share on LinkedIn (Opens in new window)
Click to print (Opens in new window)

Get in
Touch.

Have questions? We have the answers. We’d love to hear from you and can help you succeed. To request a consultation or learn more about our services, please contact us.

We are settled into the Nest!

Our address:
1605 Pandosy Street
Kelowna, BC V1Y 1P6

First Name *

Last Name *

Phone

E-mail *

Details *

Website

Copyright © 2020 Serviss Wealth Management — All Rights Reserved.