Meet Your Guides
At Serviss Wealth, we are proud of our devoted team of experts, who are dedicated to securing and enhancing your financial prosperity. Our team consists of seasoned professionals with varied backgrounds, each contributing a distinct set of skills.
Dustin Serviss, CFP CLU CIM CHS
Architecting Wealth Strategies for High Achievers
Dustin Serviss is the founder of Serviss Wealth. With 19 years of experience in insurance and investment markets, Dustin brings a wealth of knowledge to his role as the founding partner at Serviss Wealth. He established the Serviss Wealth brand in 2005, focusing on corporate insurance solutions and investment options aimed at tax planning, for incorporated business owners. Dustin specializes in navigating complex situations for shareholders and families with legacy wealth. By using insurance as a strategic tool and optimizing estate organization for smooth succession to the next generation or a third party shareholder.
Dustin is a member, or has been a member of, the following organizations; Financial Planning Standards Council, Advocis, Strategic Coach, Million Dollar Round Table MDRT, TEC Canada, EOS – Entrepreneurs Operating System, Dale Carnegie Institute and, from 2015-2020 he led the Kelowna President's Monthly Mastermind. Winner of numerous Top 40 Under 40’s and Business Excellence Awards, Dustin is not shy to admit, he likes achieving along side his clients.
Outside the office, Dustin is an author of “The AND Paradigm”, a podcast host on "The Picture of Wealth". Recharging looks like, time on the ski slopes or chasing his two sons around the hockey scene.
Joey Thibault, CFA
Analyzing Investment Opportunities for Business Owners
Joey Thibault is an Associate with Serviss Wealth. He holds the Chartered Financial Analyst (CFA) designation; widely regarded as the top credentials in the global investment management industry. His primary duties are on the investment and financial planning side of the business. He has a particular focus on business owners and ensuring their wealth strategies align with their lifestyle goals and career ambitions. Joey also understands that investment options expand beyond the public markets (stocks and bonds); he loves brainstorming with clients on potential investment within their business, real estate, or other opportunities they may be evaluating. Joey enjoys working with ambitious western Canadian business owners who want to be part of a larger entrepreneurial network.
Prior to working in private wealth, Joey worked with a consulting firm focused on financial planning for municipal governments, as well as for a major institutional investment manager. He has a BBA in Finance with distinction from the University of Regina and is a member of the CFA Institute and CFA Society Okanagan.
*insurance products available through Joel Thibault