Our mission is to assist clients to preserve capital, reduce tax and increase their net worth by providing a comprehensive written financial plan with regular updates, complete with full transparency.
Karen Erickson and Kayla Caruana are a mother-daughter CERTIFIED FINANCIAL PLANNING® (CFP) professional team that offers you a sophisticated and detailed approach to managing your wealth by creating tailored strategies with tax efficient planning.
As a team, we support several causes and contribute to a variety of organizations in the Okanagan and beyond. We believe that the community benefits, and we grow as individuals and a team as a result.
With an enhanced team-based approach that provides both local and national industry expertise, we provide you with an elevated level of advice and resources. We offer comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.
Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.
We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.
Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.
Karen and Kayla have been our trusted financial planners for many years. Their genuine concern for our family’s well-being, and kind, thoughtful, holistic approach to developing our financial plans is what impressed us most. We also love that they give back to the community in creative ways. We have recently retired. It was through their expertise in constructing a personalized financial plan we moved from saving for retirement to the next stage of our lives with the confidence knowing we were financially ready to retire. These plans not only included our investments but also our budget, insurance, tax strategies and future care of our family. We have two young granddaughters whom we love dearly. They provided us with a plan that includes Critical Illness and Whole Life Insurance for our granddaughters to ensure their well-being and as a way pass on our wealth in a tax efficient manner. We are grateful to have them as our financial planners and for the excellent counsel and professional advice we receive.
High interest and bond rates impact equity values and fixed income returns. Find out what the IG Investment Strategy Team thinks in the Q3 2023 review.
The IG Investment Strategy Team discusses the key themes to expect in 2024, including rolling recessions, attractive valuations and higher bond yields.
What can we expect from 2024?
