Company Logo
Email
karen.kayla@igpwm.ca
Phone
Landmark 6, 600, 1631 Dickson Avenue
Kelowna BC V1Y 0B5
Canada
First Name
Karen
Last Name
Erickson
Insurance Licensed States
Alberta
British Columbia
Newfoundland and Labrador
Ontario
Company Description
At Karen Erickson & Kayla Caruana - IG Private Wealth Management, we are dedicated to providing comprehensive financial planning services to help you achieve your financial goals. As Certified Financial Planners (CFPs®) based in Kelowna, BC, our experienced team specializes in retirement planning, estate planning, tax strategies, and investment management.
Our ideal clients are individuals aged 55 and older who are preparing for retirement and seeking expert guidance on preserving and growing their wealth. With a personalized approach, we ensure that each client's financial plan is tailored to their unique needs and objectives. Our firm prides itself on a fiduciary duty to recommend the best products and strategies, collaborating closely with your accountants and lawyers for seamless financial management.
Whether you're an individual, family, or business owner, Karen Erickson & Kayla Caruana - IG Private Wealth Management is committed to delivering exceptional service and creating a clear path to your financial success. Discover the peace of mind that comes with expert financial planning and management.
Our ideal clients are individuals aged 55 and older who are preparing for retirement and seeking expert guidance on preserving and growing their wealth. With a personalized approach, we ensure that each client's financial plan is tailored to their unique needs and objectives. Our firm prides itself on a fiduciary duty to recommend the best products and strategies, collaborating closely with your accountants and lawyers for seamless financial management.
Whether you're an individual, family, or business owner, Karen Erickson & Kayla Caruana - IG Private Wealth Management is committed to delivering exceptional service and creating a clear path to your financial success. Discover the peace of mind that comes with expert financial planning and management.