“Thank you Dustin for being our financial bodyguard in all aspects of our life. You have been there through the break through’s and challenges of our business. We appreciate the fact we can reach out anytime to run ideas by, get prompt answers and more importantly council my wife and I through an area of life we used to not understand. ” Brad – Partner/President of Versatile Fab & Machine
Dustin Serviss understands entrepreneurs. Being business owners himself, he was able to quickly identify my financial planning priorities and offer creative solutions. Innovative would be a keyword I would use to describe Dustin and his team. Scott Terris – Former Partner/Owner Spartan Metal Processing
Dustin and Meghan are a pleasure to deal with regarding our partnership insurance. Their extreme attention to detail and their energetic personalities made business dealings a refreshing experience. Greg Carlin and Rocky Becker – Partner/Owners of Grayhawk Industries
As you will already know, we have received several mailings from Value Partners and today we received one that I can easily see the gain – I think! Unless I’m reading this wrong, this is exciting – both that I can read it and that there is evidence of gain! It makes me want to look for more cash to send your way. Too bad it has taken me so long to recognize how much I needed to get involved. Thanks, Myrt. Myrt Duncalfe – Owner of Grand Openings Window and Door
I just wanted to say thank you to your team- you guys went over and beyond in getting my account set up. Not only was I impressed by the Serviss team’s professionalism and quick response time the service was over and beyond anything I have experienced in this type of business. MT Northside Services – Partner/Former Owner John Miller
“Dustin has been a key asset in working with/in our business to help to transition partners to retirement as seamless as possible. He is not afraid to work collaboratively with our legal and tax accountants to find outside of the box solutions.” Craig Simla – Partner/Owner Mearl’s Machine Works
“I have been extremely impressed by the service & the speed. Everything was done efficiently. Apart from the excellent service we received, the premiums were fantastic!!”.
Bob Herron Electric (2014) Ltd.
“When I first contacted Dustin Serviss, I was immediately put to ease by their breadth of knowledge and willingness to help me navigate the complex world of insurance. Any question or concern was answered in clear, concise, and understandable language. The Serviss Wealth Management team made something I believed to be complex and daunting, into any easy, straight-forward, and relaxing process.” Jeff McCallum Partner/Owner – ABK Restoration
We have worked with Serviss Wealth Management for over a year now and are delighted with the work carried out so far. Our company NorHaz Solutions does hazardous material clean up and we have to maintain the highest quality, which is what we get with Serviss Wealth Management. They understand the high standards that our company has and are most efficient in delivering well within time limits. I would highly recommend working with them.” Jeffrey Dolan, Partner/Co-Founder Norhaz Solutions
Serviss Wealth and their investment team have given my wife and I peace of mind through various market conditions and ultimately are helping/have helped us get financially and mentally organized for retirement in the next few years. Kent, Business Leader, Mining/HHP Cummins Filtration
When we met Dustin, we had a problem, a good problem but we wanted to live a certain lifestyle and didn’t know if it was possible. Within a couple of meetings, Dustin had us feeling at ease while navigating through a sudden wealth situation. More importantly, over the years we have regularly leaned on Dustin and the Serviss Wealth Management network for major financial milestone decisions in our business and personal life. He is attentive, available, and explains things in plain language. James & Kristi, Proprietors, Wiseacre Farm Distillery
I met with Dustin Serviss a few years ago and have received nothing but top-notch client experience. I have always found him to be client-focused, and willing to go that extra mile in helping me to achieve my financial goals. I have no hesitation in referring him to someone looking for a financial planner that is willing to put his clients first. Dr. Katrina Saina – Dentist for Penticton Dental Centre
What impressed me about Dustin is how much time he spent with me early on in our relationship listening to my particular goals and objectives. I have always found that he truly understands what I’m working towards with my career, my investments, and my personal goals. What pleasantly surprised me was the follow up he does with his clients once the plan is in place to ensure we continue to be in line with my goals and objectives. Dr. Rex Hawthorne – Former Owner/Dentist of Cornerstone Dental Group.
I am grateful for the hard work and exemplary service provided by Dustin. They not only helped us organize and better manage our business operations but have provided us tools to look at our business more strategically. Dr. Anthony Berdan – Owner/Dentist of Vernon Dental Centre
When I met Dustin and his Canadian Bar Insurance Association team I was paying the bank for mortgage life insurance. After Dustin found the appropriate policy for my family he was able to get us double the coverage for almost half the monthly premium. Karl Marsden Partner Lawyer @ Cherkowski Marsden LLP
Serviss Wealth/Lawyers Financial and their team have given my family peace of mind through various financial decisions. They explained our options in a simple and understandable way, focusing on our specific needs. Their approach has made the process of becoming more financially organized simple and smooth. Chelsea Wilson, Lawyer – Farris
I would endorse Dustin and his Canadian Bar Insurance Association team for helping my family get the right insurance in place for our financial plan. Dustin had initially recommended Critical Illness protection but we didn’t make it a priority, and after my husband’s recent health scare we now have a new appreciation for Critical Illness insurance. Elise – Partner Lawyer
“Dustin knows lawyers and the legal profession in general. He visited our office and shared valuable information with our staff. Not only has he educated them on the insurance dangers in the market place, but he has saved them from inflated insurance premiums.” – Montgomery Miles & Stone Law Firm
“I wanted to take a moment to mention to you that every interaction I have had with your staff has been excellent. They walked me through a complex process and prodded my husband and me along the way. I am very happy with the coverage you helped us obtain, and I feel well informed.” – Leah Schurian, Lawyer @ Woodhaven Law
Serviss Wealth management and Lawyers Financial has continued to provide support, advice, and insurance services to our team for many years. They are straightforward, answer questions clearly, and promptly and as an administrator, I would recommend them for your law firm employee benefit needs. Lynn – Cundari Siebel LLP
The Serviss Wealth Consulting team has given our law firm staff and management a new level of engagement. We are very happy with the level of service, the simple explanations, and the way Serviss Wealth makes our lives easier. Dave and Monika – Hillside Law
“We have thoroughly enjoyed working with Dustin and his team at Serviss Wealth Management and appreciate his professional integrity, honesty and level of commitment to his clients. We recommend him without hesitation to our friends, family, and professional contacts.” The Krugers
“Dustin and his team at Serviss provided great customer service as well as knowledgeable advice that was specifically tailored to our needs. It was an interesting and practical learning experience for us without being overwhelming. I would highly recommend Dustin – his ability to connect the dots for both myself and my (carpenter) husband helped us make some important life decisions. Thanks for everything Dustin! ” Tana Jones – Marketing Manager for Fulton Law
After many years of working as a management employee making a good income, building a pension and having certainty, I took the leap and started my own real estate business. Serviss Wealth Management walked me through this exciting yet nerve-racking career/lifestyle change. They showed me the pros and cons of insurance and investment options and I have total confidence in recommending Dustin and his team to other entrepreneurs. Diana Sposato Realtor Walker Real Estate
Sam’s story – I may not have seen the value when I was 8 years old but I sure do now at age 35. My grandmother set up whole life policies on my brother and I when we were very young. We have not paid into those policies for many years and the cash value continues to grow, the death benefit continues to grow and I am using the policy for my own family life insurance needs. Thx Nana
Sam – Accountant
The comment would be something simple like .. Serviss Wealth/Lawyers Financial and the team have given my spouse and I peace of mind through various financial decisions, market conditions, and ultimately are helping/have helped us get financially and mentally organized. Brett Squair – Lawyer Davidon Pringle
Meghan has been an amazing resource for us. She has met all of our insurance needs. She did all of the heavy lifting to ensure that our family was covered. She really knows her clients’ needs and she was able to build the best portfolio for our family. We had a lot of questions and she has been patient and knowledgeable. We have complete confidence in her and we would recommend her to anyone. Ben Austring Lawyer at Gillespie Lawyers
I want my focus to me on the ice but still allowing my financial goals to be achieved. Dustin allows me to do that. I’m confident in his work and what he has done for me which allows me to focus on what I love and do best at. David Roy – Owner and Director of Pursuit of Excellence Hockey Academy
I should put more thought into the important decisions about the money, but I have just left it in your capable hands and feel complete trust that you will manage the funds to my best advantage. Loraine, Retired Business Owner
Thanks, Dustin. Your service has been great, and I will certainly let others know! Will
Simple, direct and easy to understand. Thank you you are the best! Terri
Thanks Meghan – this sure beats my last insurance company. I’m so constantly impressed by you guys! Megan
I usually have to pry for this information, so I really appreciate your proactive approach. Corey – Accountant
Letter of Reference from a happy client:
Dustin and Meghan:
I really enjoyed my conversation with each of you last week, and appreciated your advice on life insurance and financial planning.
While Meghan had indicated that you would be able to send me a financial planning tool, I did not expect to get the comprehensive package that I did.
I wanted to take some time to review the documents closely before replying.
However, I can’t tell you how much I appreciated the analyses attached to the e-mail. It provided calculations that I could never do on my own, and it is so helpful to have something that projects into the future based on income and savings. I spent about an hour with my wife reviewing the calculations.
There is one thing that stands out in my mind. First and foremost, the analyses you sent me were done as a courtesy-it wasn’t part of our discussion around insurance coverage. I can’t tell you how much I appreciate that.
And, what your work did was allow me to actually assess whether I had enough to get to the finish line. Both the analyses provided showed that if I want, I could retire today and still be ok.
There was always an unanswered question in my mind about how long I needed to work before I could address the next phase of my life, whatever that might be. With the information you gave me, I have been able to answer that and it has changed really my entire outlook on my work and plans for the future.
I wanted to let you know how much I appreciated all of this, and how your work will help me plan the future.
My thanks again.
Lawyer in BC, name on request