Dustin T Serviss - Testimonials

- Stephen Whiting - www.CenturiaResales.com

Dustin has proved as an invaluable source of support and wisdom for my business. I must admit from dealing with previous financial planners in the past I underestimated his thorough approach and expertise. Dustin truly has exceeded every expectation of mine in setting up valuable protection for my business and myself. A detail is never missed and I feel sure that he is always available to offer advice.

I absolutely recommend Dustin‘s Financial Services, he so much more than any financial advisor I have ever met.

- Dr. Brett R. Phillips, B.Sc., L.Ac., N.D.

Dustin Serviss has provided me tremendous help with my business planning. His insight and strategic thinking has put me ahead of the curve in both my business awareness and monetary gains. In the decade that I have known Dustin, he has shown me nothing but hard work, confidence and dedication. In my opinion, Dustin’s breathe of knowledge and skills are far superior to that of the regular financial planner.”

- Greg Carlin and Rocky Becker - Partners in Grayhawk Industries

Dustin was a pleasure to deal with regarding our partnership insurance. His extreme attention to detail and his energetic personality made business dealings a refreshing experience. Greg.

- Jordan Tetreau - Royal Lepage - Mint Insider .com

Since we began working with Dustin our business has seen significant growth. Dustin has taken care of all our partnership planning and has been there for many changes along the way - corporate and personal. In turn we have been able to focus on the thing what we know best, recreational real estate sales and marketing. Jordan.

- Troy Hunnie - Owner of Spincaster Productions Inc.

Dustin has a sense of looking ahead and making sure nothing gets missed. If there is a way to get things done he will find it. He is an extremely hard worker and will make sure your best interest is always kept at the forefront. Troy.

- Terry Oatway - Oatway Contracting

Dustin and the team at the Peacock Sheridan Group were able to help us take care of our planning while maintaining an extremely busy workload inside our business. The service was more than financial advice, we were introduced to specialists who were able to help us restructure our existing company to enhance our wealth accumulation program.

Kelowna Financial Advisor

Business Succession Planning

specialist to entrepreneurial business people