Kayla Caruana
Senior Financial Consultant @Karen Erickson & Kayla Caruana - Ig Private Wealth Management
Signup · Get unlimited contacts
WORK HISTORY
Senior Financial Consultant @Karen Erickson & Kayla Caruana - Ig Private Wealth Management
Kelowna, BC, CA
IG Wealth Management Inc. Mutual Fund DivisionPrincipal and Co-LeadWe serve Canadians aged 55+ with complex financial needs—retirees, snowbirds and high income content creators; Offering personalized, tax-efficient retirement income and estate planning strategies.As a 100% women-owned, award-winning practice, our mission is to deliver transparent, relationship-based financial planning that simplifies the complex, creates clarity, and evolves with our clients over time.We collaborate closely with our clients’ accountants and lawyers to ensure every financial decision is aligned—from intergenerational planning to business succession and beyond. Our written financial plans are living documents, updated regularly to reflect new opportunities, changes in the market, and evolving life goals.Clients come to us with complex challenges. They stay for the transparency, care, and confidence we bring to every conversation.
EDUCATION
Okanagan College
Business Diploma, Finance, General
FP Canada
CERTIFIED FINANCIAL PLANNER designation, Financial Planning and Services
IFSE Institute
LLQP, Insurance
Okanagan College
Bachelor of Business Administration (BBA), Finance, General
SKILLS
ABOUT KAYLA CARUANA
I’m Kayla Caruana, CFP® professional, entrepreneur, and co-founder of a 100% women-owned…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.