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Wealth Management
Investment Management
Insurance
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Lawyers Financial (CBIA)
Tax Planning
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Estate Planning
Family Office
Testimonials
About Us
Dustin Serviss CFP CLU CIM CHS
Meghan Hicks
Jody Serviss
Consultants
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
GET STARTED
Services
Wealth Management
Investment Management
Insurance
Business Advisory
Lawyers Financial (CBIA)
Tax Planning
Succession Planning
Estate Planning
Family Office
Testimonials
About Us
Dustin Serviss CFP CLU CIM CHS
Meghan Hicks
Jody Serviss
Consultants
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
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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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