Business Details
21 Years
experience
Emergency
services
Trusted Financial Advisers for Business Owners in Kelowna
Since 2005, Serviss Wealth has been dedicated to empowering visionary business owners through tailored financial guidance. Our approach combines strategic wealth management with lifestyle optimization, ensuring clients achieve both professional success and personal fulfillment. With a focus on transparency and independence, we integrate private healthcare, tax planning, and estate management into comprehensive solutions. Our team of experts, including CFPs and CFAs, specializes in navigating complex financial landscapes for high-net-worth individuals. By fostering strategic alliances with accountants and legal professionals, we deliver coordinated retirement strategies and risk management solutions.Our commitment to continuous support is reflected in 5400+ client goals achieved and $300M in managed net worth. We prioritize client-centric service, offering 24/7 accessibility for urgent financial consultations. Through innovative tools like our Asset-Map Report, we provide visual clarity on financial planning. Our expertise extends to corporate insurance solutions, investment portfolio analysis, and executive wellness programs. Recognized through multiple Top 40 Under 40 awards, we maintain rigorous professional standards while adapting to evolving financial landscapes.
Services
Wealth Management
Retirement Planning
Investment Analysis
Insurance Solutions
B2B Financial Training
Details
- Year established: 2005
Highlights and features
- 19 years of specialized experience in business owner financial planning
- CFA-led investment portfolio risk assessment and strategy development
- Strategic coordination with accountants and legal professionals
- 24/7 accessibility for urgent financial consultations
- Proven track record with $300M+ net worth managed
Associations and certifications
- CFP
- CIM
- CLU
- CHS
- CFA
- MDRT
- TEC Canada
What people say
Financial bodyguard
Creative solutions
Extreme attention to detail
Proactive guidance
Seamless coordination
Services
Wealth Management
Our comprehensive wealth management services create customized strategies that align financial resources with personal and business objectives. We analyze current assets, liabilities, income streams, and future goals to develop integrated plans that optimize tax efficiency, investment growth, and estate preservation. Our approach combines technical expertise with lifestyle considerations to ensure sustainable wealth creation and protection.
Retirement Planning
Specialized retirement planning services help business owners transition from active ownership to secure financial independence. We develop phased retirement strategies, optimize income streams, and implement tax-efficient withdrawal plans. Our Asset-Map Report provides visual clarity on financial positioning while coordinating with estate planning professionals to ensure smooth business succession and wealth transfer.
Investment Analysis
CFA-led investment analysis evaluates portfolio composition, risk exposure, and strategic alignment with long-term objectives. We assess both traditional and alternative investment opportunities, providing actionable recommendations for optimization. Our services include third-party analysis of complex insurance solutions and ongoing performance monitoring to ensure continued alignment with evolving financial goals.
Insurance Solutions
Custom insurance solutions protect business assets and personal wealth through strategic risk management frameworks. We specialize in corporate insurance structures, legacy planning, and executive benefits programs. Our approach ensures adequate coverage while optimizing tax advantages and coordinating with overall estate planning objectives to preserve wealth across generations.
B2B Financial Training
We provide specialized financial training programs for accounting firms and professional advisors. Our curriculum covers retirement strategy implementation, whole life insurance applications, and wealth management frameworks. These educational services enhance advisors' capabilities to serve high-net-worth clients through comprehensive, coordinated financial solutions tailored to complex business environments.
People
Dustin Serviss
Founder & Wealth Strategist
With 19 years in financial services, Dustin established Serviss Wealth in 2005. A CFP, CIM, CLU, and CHS designee, he specializes in corporate insurance solutions and estate planning for business owners. Recognized in Top 40 Under 40 awards, Dustin hosts 'The Picture of Wealth' podcast and authored 'The AND Paradigm'.
Joey Thibault
Investment Associate
CFA charterholder Joey Thibault focuses on investment analysis and financial planning for business owners. With institutional investment experience, he evaluates public and private market opportunities while maintaining CFA Institute membership. Joey helps clients align wealth strategies with entrepreneurial ambitions and lifestyle goals.
Julie Scott
Executive Support Associate
Julie brings 15+ years of financial services experience to client support operations. Fluent in English and French, she manages insurance and investment documentation while optimizing office workflows. Her banking and risk mitigation background ensures efficient client service delivery for Serviss Wealth's high-net-worth clientele.
Questions
What financial services do you specialize in for business owners?
We focus on wealth management, retirement planning, tax optimization, estate strategies, and insurance solutions tailored specifically for business owners' unique needs.
How do you coordinate with my existing advisors?
Our team actively collaborates with accountants, lawyers, and tax professionals to ensure comprehensive, coordinated financial strategies aligned with your overall objectives.
What areas do you serve?
While based in Kelowna, we serve business owners across Western Canada and maintain professional networks nationwide through strategic partnerships.
How does your investment review process work?
Our CFA-led analysis evaluates portfolio risk, strategy alignment, and long-term suitability, providing clear recommendations tailored to your financial goals.
What makes your approach different from other financial advisors?
We combine technical expertise with lifestyle integration, offering private healthcare coordination, executive wellness programs, and business transition strategies alongside traditional financial planning.
