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Serviss Wealth ManagementFinancial advisor in Kelowna, BC

Serviss Wealth Management is a financial advisor at 1726 Dolphin Ave #702, Kelowna, BC V1Y 4N6, ranked #25 of 78 financial advisors in Kelowna and rated 5.0 from 11 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Kelowna, BCUpdated 0 paid placements in any rankingHow we rank

Call (778) 484-1435Website ↗

Key facts

Key facts about Serviss Wealth Management
Address1726 Dolphin Ave #702, Kelowna, BC V1Y 4N6Get directions
Phone(778) 484-1435
Websiteservisswealth.com
HoursMonday to Friday: 8:30 AM – 4:30 PM
Google rating5.0 from 11 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Kelowna and 1 town within 40 km: West Kelowna.

Based in Kelowna, BCView on map

Opening hours

Opening hours for Serviss Wealth Management
DayHours
Monday8:30 AM – 4:30 PM
Tuesday8:30 AM – 4:30 PM
Wednesday8:30 AM – 4:30 PM
Thursday8:30 AM – 4:30 PM
Friday8:30 AM – 4:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Serviss Wealth Management

How is Serviss Wealth Management ranked in Kelowna?

Serviss Wealth Management is ranked #25 of 78 financial advisors in Kelowna by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Serviss Wealth Management’s hours?

Serviss Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 4:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Serviss Wealth Management serve?

Serves Kelowna and 1 town within 40 km: West Kelowna. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Serviss Wealth Management?

Serviss Wealth Management has a rating of 5.0 from 11 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Serviss Wealth Management?

Call Serviss Wealth Management on (778) 484-1435. The business is at 1726 Dolphin Ave #702, Kelowna, BC V1Y 4N6. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Serviss Wealth Management compared with nearby businesses
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Serviss Wealth Management (this business)—695.0 (11)NoNo
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