Serviss Wealth Management
Financial Services
Kelowna, British Columbia, Ca
4 employees
- Employees
- 4
- Contacts
- 1
- Emails
- 1
Serviss Wealth Management Overview
- Headquarters
- Kelowna, British Columbia, Ca
- Website
- servisswealth.com
- Industry
- Financial Services
- Employees
- 4
- Founded
- 2014
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Serviss Wealth Management
At Serviss Wealth Management, our mission is to provide our clients with a simple process to wealth accumulation, preservation, and generational transfer of assets by designing and implementing strategies that are personally customized to their individual goals. The Serviss Wealth Management mantra is very simple. Tell the Truth Make it Simple Word of Mouth
Serviss Wealth Management Contact Details
- People in AeroLeads
- 3
- With contact data
- 1
- Email contacts
- 1
- 33.3% coverage
Serviss Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Joey Thibault, Cfa | Helping Western Canadian Business |
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|
| James Grieve Cmc, Fea, Cepa, Mba | Experienced Strategic Business Advisor |
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|
| Ashley Stocks | Development Services Clerk at City | Kelowna, British Columbia, Canada |
Email
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Employees by Management Level
Individual contributor
4 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 1 | 1 | 0 |
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