Kelowna Financial Advisor - Welcome to www.serviss.ca
Dustin T Serviss, RHUand The Peacock Sheridan Group are a team of Kelowna Financial Advisors who share extensive experience in working with business owners, professionals and high net worth families.
Being process driven financial advisors we are able to help clients clarify and crystallize their financial objectives, as well as life and family goals. We pride ourselves in taking that extra step up front to get to know our clients so an appropriate financial strategy can be recommended and then implemented. With an office located in Kelowna BC we are well positioned to share financial advice throughout the Okanagan.
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