As we continue to work with Lawyers (over 900 in BC) we have noticed there is a lot of confusion with regards to Disability Insurance (Income Protection), how it is effectively used to protect you…

Last year you may have seen we donated a full target shooting kit to a teenager who survived a paralyzing ATV accident. The year before we secret santa’d the whole Renal Floor at Kelowna General…

Hands on Learning Workshop – Hosted by Serviss Wealth Coaching When: Wednesday May 30th at 4:00 – 6:00pm (Happy Hour after in the Nest Lounge) Where: The NEST – 1605 Pandosy Street (upstairs), Kelowna. How to…

The hottest financial commodities in existence are the various cryptocurrencies, the most popular of which is Bitcoin. Stories about Bitcoin’s meteoric rise to prominence can make it seem like a very appealing investment, especially for…

Everyone knows divorces are difficult. They take a mental and emotional toll on everyone involved. While it’s important to take care of your mental health in such trying times, it’s equally important to ensure you…