Dustin Serviss

Dustin Serviss is a Certified Financial Planner, Chartered Life Underwriter, Chartered Investment Manager, and Certified Health Specialist. He has been a student of wealth research and planning, and he has personal experience in investing (real estate, stock, and crypto) and complex insurance strategies for business owners for nearly two decades.

Dustin, his wife, and two sons enjoy an active and adventurous Okanagan lifestyle, participate in various outdoor and cultural activities, and appreciate the people, fantastic food and wine, and vibrant West Coast culture.