Dustin Serviss
Dustin Serviss
Serviss Wealth Management


British Columbia

1605 Pandosy Street
Kelowna, BC V1Y 1P6



Located in beautiful Kelowna, BC, Dustin has been providing insurance, investment, succession planning and business advisory services for more than 15 years. Using a 'Dashboard Process', Dustin is able to assess a client’s financial needs, provide actionable recommendations and measure their progress. When not helping lawyers with their insurance and investment needs, Dustin spends time enjoying the bucket list item he’s already achieved – being a dad.

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Meet The Team

David Hodgson
British Columbia & Yukon
Ryan Graham
British Columbia & Yukon