Holly Plante

As the newest member of the Serviss Wealth Management team, Holly was brought on board as a consultant to develop a results-focused marketing strategy and to raise the profile of the SWM brand. She has over 15 year of experience and has supported over 300 different clients in a wide range of industries. She launched a marketing agency in Edmonton at the age of 23 and sold it seven years later. While living in Edmonton she had the honour to be included in the Top 20 Entrepreneur’s under 30. After moving out to the Okanagan she started a transportation business in 2010 and sold it in 2014. She loves business start-ups and working with entrepreneurs who are committed to social, environmental and economic prosperity. She recently launched her new business, www.essencecreative.ca. When Holly read about Serviss Wealth Management’s – Spreading the Holiday Warmth contribution to Kelowna’s Gospel Mission and the homeless she knew she wanted to work with Dustin and his team.

She also shares SWM’s passion for adventure and travel. Every year she tackles a new backcountry adventure and is proud to have finished treks like the West Coast Trail. She is also an avid soccer player, loves fishing and taking her daughter camping and on outdoor adventures.

Holly thrives on being a part of change in communities. From 2009-2013 she serves as a Board of Director for the South Okanagan Chamber of Commerce and in 2012/13 she served as President. Since moving to West Kelowna she has been a member of the Greater Westside Board of Trade since 2014.

One of Holly’s biggest accomplishments and inspirations is her daughter Hope. Although she is only 5 years old she has taught Holly so much about living in the moment and being present. Holly and Hope have frequent kitchen dance parties and enjoy going park/beach hopping throughout the Valley. They are proud to call Okanagan home.