IG Wealth Management rewards consultants for their ability to grow their business and serve high-net-worth families, while maintaining high financial planning standards. We are proud of the growing list of awards we’ve won, which include:

Best Financial Advisor- KelownaNow

Karen and Kayla have once again been named among the top 3 Financial Advisors in KelownaNow's Best of Kelowna for a third consecutive year. They had the honour of taking home Bronze in 2021, Gold in 2022, and Silver in 2023. These awards recognize them as one of the best financial advisors in the Okanagan, as voted by members of the community.

Herb Carnegie Award

Karen was awarded the prestigious Herb Carnegie award in 2021, which recognizes Financial Planners who demonstrate a strong commitment to community service, along with a focus on business excellence and outstanding client service.

Business Development Award

Kayla Caruana was awarded the Business Development award in 2017-2018, which recognizes the top AL 1-3 business producer in the Okanagan region.

IG Spirit Award

Kayla was awarded the IG Spirit award in 2017-2018, which recognizes those who actively advocate for IG and continually support IG efforts by brand building in the community.

Kelowna’s Top 40 Over 401

Karen received the top 40 over 40 award in 2019 from the Kelowna Chamber of Commerce.

Kelowna’s Top 40 Under 402

In 2020, Kayla was recognized by the Kelowna Chamber of Commerce in their yearly top 40 under 40 list. The list recognizes high-achieving professionals in the Kelowna community and showcases their accomplishments.

Lake Country Chamber of Commerce Business Excellence Awards: Young Entrepreneur3

Kayla won the Young Entrepreneur award in 2019. The award is given to an entrepreneur under 30 years of age, and who consistently provides reliable, friendly service with exceptional knowledge of their product or service. They go above and beyond to meet their customer’s needs, maintain, excellent customer relationships and stand behind their product or service. They take pride in their work, and are honest, ethical and extremely professional.

Presidents Council Award

The team one this award in 2019 and 2020, which recognizes leaders among IG Wealth Management consultants.

United Way Philanthropist of the Year Award, 2019

Kayla has been involved with the United Way for many years. She currently holds the position of Co-Chair of GenNext, United Way's young professionals group. In that capacity, Kayla helps raise $5000 a year that is invested in Youth Initiative Grants—projects that are developed and run by young people up to age 25. As well, Kayla has raised many thousands of dollars for United Way through her Swing Away for United Way event, a golf clinic for women. She has also helped coordinate IG's United Way workplace campaign.

 

1 More information can be found at https://www.kelownachamber.org/events-programs/top40/over40/
2 More information can be found at https://www.kelownachamber.org/events-programs/top40/bdo-top-40-under-40-honourees-2020/
3 More information can be found at https://www.lakecountrychamber.com/business-excellence-awards/