We are diving into the subject of financial health; it's more than having a great retirement plan and the right budget or insurance (which we all know are important). Financial health is just one component to success and Dustin Serviss shares how having the right mindset and perspective around money are critical, and even how having too much focus on money can affect important relationships.

I appreciate how Dustin gets real and candid about how struggles with fertility to start a family and business upsets set him on a path to understanding his priorities and what really matters at the end of the day. Some of the hardest places he found himself in are exactly what connects him to his clients today. The magic in what he does lies in a holistic approach and understanding with his clients — wealth is not all about the money. It's so much more.

More about Dustin:

Dustin Serviss is a financial advisor living in Salmon Arm, British Columbia, Canada, who has been working with high net worth business owner families since 2005. He has won numerous awards throughout his career and his years of community focus has earned him a Court of the Table seat in the Million Dollar Round Table. He and his partners have generated over $400M in wealth for their clients across Canada.

With a background in civil engineering, he has used a combination of science and psychology to help his clients realize dreams they never dreamed of. He is also an advocate for Fridays off and living more NOW.

Where you can find Dustin: Serviss Wealth

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