Dustin Serviss CFP, CHS

Dustin Serviss CFP, CHS
Senior Financial Planner

Dustin has spent nearly a decade understanding and building Wealth Accumulation Plans for BC and Alberta business owners. Dustin leads a team of specialists dedicated to building each part of the Strategic Wealth Plan. These plans are tailor made for the individual client need and situation. The Peacock Sheridan Group team of advisors rely on Dustin to continually push the envelope of innovation and find creative financial solutions for their clients.

Dustin's PSG Financial Education Portal

Dustin's Facebook Financial Coaching Page

Dustin has a strong back ground in corporate structuring with respect to Real Estate, Investments, Life Insurance, Trusts, Partnerships and Tax Minimizing Strategies for business owners and successful professionals. Being an entrepreneur himself it is easy for him to not only, ask the right questions, but also ask your other trusted advisors crystalizing questions on your behalf.

Dustin is a Certified Financial Planner (CFP), a Certified Health Specialist (CHS) and has completed the Law Course of the Charter Life Underwriter (CLU) Designation.

With a background in Welding, Millwrighting and a past career in Civil Engineering Dustin has a natural connection to the Blue Collar Business Community, specifically making a name for himself in the manufacturing, industrial engineering, heavy equipement and trades sectors.

Outside of the office, Dustin enjoys a wide range of outdoor sports and is usually found one day a weekend with his wife Jody riding some sort of motorized vehicle in the back country. He is an enthusiastic volunteer in School District 23 teaching Entrepreneurship and takes pride in being a member of the Central Okanagan Search and Rescue team.