DUSTIN SERVISS

Business Risk Analyst | CFP CLU CHS

Upon meeting Dustin for the first time it does not take a person very long to realize that “Adventure” is a major part of Dustin’s life. Adventure resides inside his practice with taking roads less traveled in the financial industry including, the use of technology, client experience processes and including staff in overall business decisions. Outside his practice he is never shy of experiencing something unique with his clients. From fishing 200lb Sturgeon Fish to Racing Exotic Cars in Las Vegas, Dustin always try’s to fit something new in.

After graduating with a diploma in Civil Engineering, risk management, efficiency and strategy are deep rooted in Dustin’s background. This experience provided the base for him to launch into the financial and business consulting field. Currently a business owner himself involved in commercial real estate, partnerships and is stewarding over $100 million in networth for business owner clients in BC and Alberta. Dustin’s hands on experience is much more than text book learning. He is a landlord and a tenant, he has a successful wealth management business operating for more than 13 years. He has stories and battle scars of his own, he understands staffing, projections, operations and where the blind spots lie for business owners. He is very well connected in the legal community as he is the trusted advisor to over 1100 lawyers and legal staff in BC. He holds a Chartered Life Underwriter (CLU) designation which is Canada’s premier wealth transfer and estate planning designation.

Catalyst Strategies welcomes Dustin’s can-do approach and providing clients a unique experience. Using visual teaching methods it doesn’t take long to appreciate Dustin’s quick, easy to understand findings of your business.

Dustin, his wife Jody and two sons Arlo and Jasper enjoy an active Okanagan lifestyle, participate in a variety of outdoor and cultural activities, and appreciate the people, amazing food and wine and the vibrant culture of Kelowna.

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