Blogs

Stay in the know with everything Karen & Kayla

Karen Erickson CFP®, RRC

Whatever Else 2025-10-21 Whatever Else 2025-10-21

Karen Erickson CFP®, RRC

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Kayla Caruana BBA, CFP®, RRC

Whatever Else 2025-10-21 Whatever Else 2025-10-21

Kayla Caruana BBA, CFP®, RRC

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Megan Schott, BBA

Whatever Else 2025-10-19 Whatever Else 2025-10-19

Megan Schott, BBA

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Alora Harrichhausen

Whatever Else 2025-10-19 Whatever Else 2025-10-19

Alora Harrichhausen

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Volunteer & Community Involvement

Whatever Else 2025-10-01 Whatever Else 2025-10-01

Volunteer & Community Involvement

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Testimonials

Whatever Else 2025-09-28 Whatever Else 2025-09-28

Testimonials

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Awards

Whatever Else 2025-09-28 Whatever Else 2025-09-28

Awards

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Holistic Financial Management

Whatever Else 2020-05-04 Whatever Else 2020-05-04

Holistic Financial Management

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Investment Strategy & Asset Management

Whatever Else 2020-05-04 Whatever Else 2020-05-04

Investment Strategy & Asset Management

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Retirement Planning

Whatever Else 2020-05-04 Whatever Else 2020-05-04

Retirement Planning

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Tax Optimization

Whatever Else 2020-05-04 Whatever Else 2020-05-04

Tax Optimization

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Legacy and Estate Structuring

Whatever Else 2020-05-04 Whatever Else 2020-05-04

Legacy and Estate Structuring

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Wealth Protection and Risk Management

Whatever Else 2020-04-30 Whatever Else 2020-04-30

Wealth Protection and Risk Management

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Retirees

Whatever Else 2020-04-29 Whatever Else 2020-04-29

Retirees

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Snowbirds and U.S. Property Owners

Whatever Else 2020-04-28 Whatever Else 2020-04-28

Snowbirds and U.S. Property Owners

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Retiring Executives

Whatever Else 2020-04-27 Whatever Else 2020-04-27

Retiring Executives

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Content Creators

Whatever Else 2020-02-01 Whatever Else 2020-02-01

Content Creators

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ELEVATING Wealth & PROTECTING LEGACIES

Proudly Voted Kelowna’s Best CFP® Professionals and Best Investment Advisors for 2025

Contact us

Landmark 6, 6th Floor

1631 Dickson Avenue

Kelowna, BC

V1Y 0B5

PHONE: 250-980-0045

EMAIL: karen.kayla@igpwm.ca

Book an Appointment

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IG Wealth Management Inc., Mutual Fund Division

www.ciro.ca

Insurance products and services distributed through I.G. Insurance Services Inc. (in Québec, a Financial Services Firm). Insurance license sponsored by The Canada Life Assurance Company (outside of Québec). Mortgages are offered by Investors Group Trust Co. Ltd., a federally regulated trust company, and brokered by nesto Inc. Licences: Mortgage Brokerage Ontario #13044, Saskatchewan #316917, New Brunswick #180045101, Nova Scotia #202507230; Mortgage Brokerage Firm Quebec #605058; British Columbia, Alberta, Manitoba, Newfoundland/Labrador, PEI, Yukon, Nunavut, Northwest Territories, Mortgage advisors are licensed professionals and equivalent to the following titles per province: Sub Mortgage Broker/Mortgage Broker in British Columbia, Mortgage Associate/Mortgage Broker in Alberta, Associate/Mortgage Broker in Saskatchewan, Salesperson/Authorized Official in Manitoba, Mortgage Agent/Mortgage Broker in Ontario, Mortgage Broker in Quebec, Mortgage Associate/Mortgage Broker in New Brunswick, Associate Mortgage Broker/Mortgage Broker in Nova Scotia, or Mortgage Broker in Newfoundland & Labrador

Mutual funds and investment products and services are offered through the Mutual Fund Division of IG Wealth Management Inc. (in Quebec, a firm in financial planning). Additional investment products and brokerage services are offered through the Investment Dealer, IG Wealth Management Inc. (in Quebec, a firm in financial planning), a member of the Canadian Investor Protection Fund.

© Karen Erickson & Kayla Caruana Private Wealth Management 2026. 
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