Kelowna Financial Advisor Serviss

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This is designed for the members of the Kelowna community can be updated in the respective fields of, life insurance planning, tax planning, wealth mangement and strategies available to business owners and entrepreneurs.

Latest Blog Posts

  • HST and how it affects Real Estate on Nov 18, 2009

    The B.C. Harmonized Tax – BC HST Will Raise New Home PricePlease comment on this blog post regarding your opinion and thoughts on how the new BC HST will influence the British Columbia and Greater Vancouver real estate home prices next year. Announ...

  • Kelowna Real Estate Statistics - October 2009 on Nov 18, 2009

    Central Okanagan Real Estate SummaryYear = 2009 Month = October8 Condo/Apt -- Sales 739 Condo/Apt -- New Listings 19510 Condo/Apt -- Current Inventory 108311 Condo/Apt -- Sell/Inv. Ratio 6.74%12 Condo/Apt -- Days to Sell 8113 Condo/Townhouse -- Sales...

  • Coffee Shops for sale in Kelowna on Nov 18, 2009

    Here are two links to local shops that are for sale:Kelowna Coffee Shop #1 Kelowna Coffee Shop #2Will Conley Contributing Writer to EHOW shares tips on how to run an effective coffee shop:Step 1 Open your coffee shop in the right location. Target a...

  • Kelowna online business owners on Nov 13, 2009

    Just a quick blog entry today for the business owners of Kelowna. I came across the Alexa website today. It shows the most viewed webpages on the net. Have a look:ALEXADustin ServissFinancial Advisor Kelowna BC...

  • Planning Considerations For Students - Kelowna on Nov 4, 2009

    Information provided by: Advocis - CLU Institute - Comment Newsletter Sept/Oct 2009Every year, parents across the country send theirchildren off to university and college in search of highereducation. Sometimes the student will be far awayfrom home,...

  • Ponzi Scheme Explained to Kelowna on Sep 23, 2009

    I wrote this article for the financial community of Kelowna. I wanted to explain how the scheme works and how people lost so much money from what looked like a good idea.See a youtube video on how it works.The Benefit: A promise that the investment...

  • Fun inexpensive activities for the family in the Okanagan on Sep 23, 2009

    Kelowna you have a number of inexpensive fun activities to do with the family. You just have to be creative. Here is a list our family came up with:1) Hiking, biking or exploring. Look around at the number of parks and trails within the city or pi...