Speakers

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Dustin Serviss: Navigating Business and Wealth with a Financial Expert

Dustin Serviss Keynote Speaker Profile

Introduction

Dustin Serviss keynote speaker Canada, is recognized for delivering impactful presentations that blend hands-on business expertise with a spirit of adventure. Known for his innovative approaches in wealth management, risk assessment, and financial advisory, Dustin Serviss guides organizations across Canada on how to build stronger businesses and personal financial foundations. As a forward-thinking speaker and active entrepreneur, Dustin Serviss offers practical, actionable insights for organizations seeking growth, resilience, and sustainable success.

Biography Summary

Dustin Serviss is more than a seasoned financial advisor—he is an adventure enthusiast and an award-winning entrepreneur whose strategies have empowered clients throughout British Columbia and Alberta. With his foundation in civil engineering, Dustin brings deep knowledge in risk management, operational efficiency, and strategic planning. His background includes over 15 years in insurance, investment, succession planning, and business advisory services, combined with a creative edge that drives unique solutions. As a chartered life underwriter (CLU), Dustin Serviss is considered one of Canada’s top specialists in wealth transfer and estate planning. Over his career, he has earned accolades such as being a two-time Top 40 Under 40 recipient and winning the 2019 Micro Business of the Year.

Through his business, Dustin Serviss has guided clients in managing over $100 million in assets, focusing on helping business owners, professionals, and legal organizations identify blind spots and capitalize on opportunities. His experience is hands-on—he understands the challenges and risks that organizations face because he has experienced them himself as a business owner, landlord, and tenant. Dustin Serviss is also deeply embedded in the legal community, acting as a trusted advisor to more than 1,100 lawyers and staff in BC. Beyond his professional achievements, he is committed to family, adventure, and contributing to the rich culture of Kelowna, BC.

Speaking Topics & Expertise

  • Wealth Coaching for Business Owners:
    Dustin Serviss shares actionable wealth-building strategies designed specifically for business owners. His approach focuses on practical steps to improve cash flow, safeguard business assets, and ensure business continuity.
  • Succession Planning and Wealth Transfer:
    Understanding that succession can make or break a business, Dustin offers frameworks and tools to help organizations plan for leadership transitions and secure their legacy with effective wealth transfer solutions.
  • Risk Management for Professionals:
    Drawing from his civil engineering background and experience managing his own ventures, Dustin Serviss highlights how to identify, evaluate, and mitigate risks within organizational and personal finance structures.
  • Leveraging Technology in Financial Planning:
    Dustin discusses how organizations can use digital tools and processes to streamline operations, enhance client experiences, and improve overall business efficiency within the financial industry.
  • Client-Centric Business Leadership:
    Emphasizing the value of involving teams in business decision-making, Dustin Serviss provides unique insights on building inclusive cultures where innovation thrives and staff engagement leads to superior client service.
  • Personal Finance Mastery for Professionals:
    Ideal for associations or professional groups, Dustin equips participants with monthly and annual planning tools to help manage expenses, plan investments, and set up sustainable financial habits.

Why These Topics Matter for Organizations

Each topic delivered by Dustin Serviss keynote speaker is designed to address pain points in business operations and financial health. Organizations benefit from Dustin’s mix of industry credentials and real-world stories, ensuring content is relatable, tactical, and directly applicable to their day-to-day challenges.

Impact & Recognition

Dustin Serviss speaker Canada, has consistently received recognition for his entrepreneurial accomplishments and contributions to the financial advisory field. Notable accolades include:

  • Two-time Top 40 Under 40 award winner
  • 2019 Micro Business of the Year, acknowledging outstanding performance and leadership in the small business sector
  • 2018 Runner-Up, Micro Business of the Year
  • Over 15 years of experience as a trusted advisor to 1,100+ legal professionals in BC

He holds the CLU (Chartered Life Underwriter) designation, recognized as Canada’s top accreditation for wealth transfer, succession planning, and estate management. Dustin Serviss is also known for pioneering the “Dashboard Process,” a unique client engagement methodology that enables measurable and sustainable financial outcomes.

Media & Appearances

Dustin Serviss keynote speaker has been featured in industry panels, finance innovation symposiums, business podcasts, and community leadership events across British Columbia and Alberta. His thought leadership on wealth management, business efficiency, and risk strategy is regularly sought by legal associations, financial publications, and entrepreneurial networks. Dustin’s practical tools and insights have also been spotlighted in business journals and client testimonials emphasizing his straightforward, actionable approach. To engage Dustin Serviss or inquire about his availability, visit the Speakers Bureau of Canada contact page.

Related Questions Answered

Who is Dustin Serviss?
Dustin Serviss is an award-winning financial advisor, keynote speaker, and entrepreneur based in Canada, known for working with business owners, legal professionals, and organizational leaders to strengthen financial health, manage risk, and drive innovation.
What is Dustin Serviss known for?
Dustin Serviss is known for his expertise in wealth management, risk mitigation, succession planning, and delivering engaging keynote presentations that combine real-world experience with actionable financial strategies.
What is Dustin Serviss’s background?
Dustin Serviss has a diploma in civil engineering and over 15 years of experience in financial services. He has extensive expertise managing personal and business assets, and he holds a Chartered Life Underwriter (CLU) designation, Canada’s leading credential in estate planning and wealth transfer.
What topics does Dustin Serviss speak on?
Dustin Serviss keynote speaker covers topics including wealth coaching for business owners, succession planning, risk management, leveraging technology in financial planning, client-centric business leadership, and personal finance mastery for professionals.
Is Dustin Serviss a good speaker?
Dustin Serviss is regarded as a highly effective speaker for professional and business audiences in Canada. He delivers practical solutions, relays engaging stories, and provides customized tools, earning strong feedback from clients and attendees.
Is Dustin Serviss worth their value?
Organizations consistently rate Dustin Serviss as a valuable investment for financial and organizational development. His tailored presentations and actionable insights offer measurable benefits to teams and leaders.
What organizations have booked Dustin Serviss?
Dustin Serviss keynote speaker has worked with a diverse portfolio of clients, including law firms, business owner groups, financial associations, and small to midsize enterprises in British Columbia and Alberta.
Why do organizations book Dustin Serviss?
Organizations engage Dustin Serviss for his depth of practical experience, commitment to delivering results-driven outcomes, and reputation for fostering innovation in financial and business operations.
What is Dustin Serviss currently working on?
Dustin Serviss is expanding his advisory practice to support business owners with digital strategy integration and is continuing to serve as a steward for clients managing over $100 million in assets, while also running workshops and trainings on risk management and business efficiency.
What awards or recognition has Dustin Serviss received?
Dustin Serviss has been recognized with awards such as the Top 40 Under 40 (twice), 2019 Micro Business of the Year, and has earned professional respect for his achievements in the Canadian financial advisory and business consulting sectors.
What is Dustin Serviss’s expertise and background?
Dustin Serviss brings together civil engineering, business operations, real estate, and financial planning experience, offering clients well-rounded expertise in risk management, succession, wealth transfer, and business growth strategy.
What type of organizations book Dustin Serviss?
Both private sector businesses and professional associations, particularly in legal, financial, and entrepreneurial communities, seek out Dustin Serviss for his keynote presentations and advisory services.
What can attendees expect from Dustin Serviss’s keynote presentation?
Audience members can expect engaging, practical presentations with real-world case studies and immediately applicable tools, focused on improving financial outcomes and business leadership skillsets.
Who has interviewed Dustin Serviss?
Dustin Serviss has appeared on numerous business podcasts, finance panels, and legal association webinars, providing insights into wealth management, entrepreneurship, and risk strategy for both regional and national audiences.
How can I contact Dustin Serviss or his booking agent?
To inquire about Dustin Serviss’s availability or to book him as a keynote speaker, use the Speakers Bureau of Canada contact page for all direct contact and booking arrangements.
How do I book Dustin Serviss?
Booking Dustin Serviss is simple—connect with the Speakers Bureau of Canada through their Contact Us form for personalized assistance.
Why book through Speakers Bureau of Canada?
Booking through the Speakers Bureau of Canada guarantees seamless communication, transparent terms, and expert support throughout the process. All arrangements for Dustin Serviss keynote speaker are managed by the Bureau, ensuring reliability and professionalism. For more details, visit the Speakers Bureau of Canada contact page.

Booking Information

Dustin Serviss keynote speaker Canada is available for keynote presentations, custom workshops, and in-depth consulting with business and professional organizations. To check Dustin Serviss’s availability, discuss your event details, or start the booking process, fill out the inquiry form on the Speakers Bureau of Canada contact page. Their team will provide prompt, professional guidance to ensure your event’s success.


If your organization is ready to benefit from Dustin Serviss keynote speaker’s practical financial solutions and proven strategies, connect directly through the official Speakers Bureau of Canada contact page for all inquiries and bookings.


Dustin Serviss keynote speaker, with a distinguished background in finance, business efficiency, and risk management, continues to deliver highly rated presentations and consulting services across Canada. For the latest availability and customized keynote topics, visit the Speakers Bureau of Canada contact page to ensure you secure Dustin Serviss for your next event.