Serviss Wealth Management Employee Directory

Serviss Wealth Management corporate office is located in 1605 Pandosy St, Kelowna, British Columbia, V1Y 1P6, Canada and has 1-10 employees.

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Serviss Wealth Management Global Presence

Location	People at location
North America	1-10

Key Employees of Serviss Wealth Management

JS
Julie Scott
Support Executive & Associate
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Index of contact profiles from Serviss Wealth Management

Hundreds of professionals searching for Serviss Wealth Management have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

JG
James Grieve
Email Direct
Business Consultant
Canada , British Columbia , Kelowna

JS
Julie Scott
Email Direct
Support Executive & Associate
Canada , British Columbia , Kelowna

Former Employees at Serviss Wealth Management

Explore people who held key positions, contributed to Serviss Wealth Management's success, and advanced their careers.

RJ
Reid Johnston
Commercial Account Exe... at Summit Commercial Solu...
Worked as Client Servicing Specialist
at Serviss Wealth Management (2022-2024)
Email Direct
AS
Ashley Stocks
Administrative Office ... at City of Kelowna
Worked as Manager, Client Experience
at Serviss Wealth Management
Email Direct

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Frequently Asked Questions Regarding Serviss Wealth Management Employees

How many employees does Serviss Wealth Management have?

Serviss Wealth Management has 1-10 employees

Who are Serviss Wealth Management key employees?

Some of Serviss Wealth Management key employees are Julie Scott

Where is Serviss Wealth Management located?

Serviss Wealth Management’s headquarters are located at 1605 Pandosy St, Kelowna, British Columbia, V1Y 1P6, Canada

How do I contact Serviss Wealth Management?

Serviss Wealth Management Contact Info: Phone number: (778) 484-1435 Website: www.servisswealth.com

What does Serviss Wealth Management do?

Serviss Wealth provides tailored financial guidance specifically designed for driven business owners navigating life's transitions. With a focus on innovative solutions, the firm has successfully managed over $300 million in total net worth and achieved more than 5,400 client goals. Their expertise in financial planning and risk management has earn... Read More

Is Serviss Wealth Management a public company?

Serviss Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about Serviss Wealth Management Employees