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About Us
Dustin Serviss CFP CLU CIM CHS
Meghan Hicks
Jody Serviss
Consultants
Our Clients
Contact Us
Learn
PODCAST
Services
Wealth Management
Investment Management
Insurance
Business Advisory
Lawyers Financial (CBIA)
Tax Planning
Succession Planning
Estate Planning
Family Office
Testimonials
Take the Test
How Ready is Your Estate Plan?
Are You Ready to Sell Your Business?
How Financially TOUGH Are You?
About Us
Dustin Serviss CFP CLU CIM CHS
Meghan Hicks
Jody Serviss
Consultants
Our Clients
Contact Us
Learn
PODCAST
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Contact Us
Offices in Kelowna and Salmon Arm
P 778-484-1435
Mailing Address 1605 Pandosy Street Kelowna BC V1Y 1P6
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