General Information
Official company information
- Registry ID
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BC1006639Registry ID - A unique identifier for this business
- Company Age
- 10 years
- Registration Date
-
- Registered Address
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1726 Dolphin Ave #702, Kelowna, BC V1Y 9R9
- Business Number (BN)
- 806336772
- City
- Kelowna
- Phone
- Website
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Official company website with more information about products, services, and contact details.
About SERVISS WEALTH MANAGEMENT INC.
Company profile and description
At Serviss Wealth Management, our mission is to provide our clients with a simple process to wealth accumulation, preservation, and generational transfer. Serviss Wealth is a financial services firm based in Kelowna, BC, specializing in wealth management and investment advisory services for driven business owners. Offering constructive conversations around what your secure “Pre-Retirement” looks like. They are proud of their devoted team of experts, who are dedicated to securing and enhancing your financial prosperity.
Category
Business category and classification details
- Primary Category
- Business & Finance
- Description
- Organizations providing commercial, financial, consulting, marketing, and administrative services primarily to other businesses.
Additional Information
Detailed company information and status
- Version
- 1798506734270021766
- Hierarchy
- parent
- Entity Type
- BC Company
- Display Date
- 2014-06-27
- Jurisdiction
- BC
- Status Notes
- Active
- Business Number
- 806336772
- MRAS Entity Type
- BCA
Company Contacts
Key contacts and leadership 3 total contacts
| Name & Position | Contact Number | Fax Number | |
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D
Dustin Serviss
Director / Founder
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J
Joey Thibault
Associate
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J
Julie Scott
Executive Support Associate
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In the News
Recent media coverage and press mentions
No recent media coverage
No recent news articles found for SERVISS WEALTH MANAGEMENT INC.
