Serviss Wealth Management Company Profile, Contacts & Intelligence

Financial ServicesKelowna, British Columbia, Ca4 employeesFounded 2014
1 contact with email or phone data1 with email data
View verified contacts Compare competitors
Employees
4
Company source estimate
Reachable Contacts
1
Visible contacts with email or phone data
Contacts With Email
1
1 of 3 visible contacts
Departments
1
Mapped contact coverage

Serviss Wealth Management Overview

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

Headquarters
Kelowna, British Columbia, Ca
Website
servisswealth.com
Industry
Financial Services
Founded
2014
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Wealth Management Investments Life Insurance

Serviss Wealth Management Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

1 contact with contact data
1 with email data in the visible sample.
1 department represented
Visible contacts with email or phone data are mapped to these departments.
General
1

Serviss Wealth Management People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

J
Joey Thibault, Cfa
Helping Western Canadian Business
J
James Grieve Cmc, Fea, Cepa, Mba
Experienced Strategic Business Advisor
A
Ashley Stocks
Development Services Clerk at City
E

Serviss Wealth Management Workforce Composition

Seniority breakdown across 4 visible profiles.

Individual contributor
4

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