Awards
Recognized for Excellence: Awards & Distinctions
At Karen Erickson & Kayla Caruana Private Wealth Management, recognition is not the goal, it’s the result of doing the right thing, the right way, for the right reasons. Each award we receive represents years of experience, relentless attention to detail, and a commitment to care that extends far beyond numbers.
Our clients trust us because we act with integrity in every decision and pursue excellence in every plan. That same dedication has earned our team local and national recognition for leadership, professionalism, and service to our community.
Best of Kelowna Awards
The Best of Kelowna Awards are among the most recognized community honors in the Okanagan, a reflection of public trust and professional excellence.
For five consecutive years, Karen Erickson & Kayla Caruana Private Wealth Management has been recognized as one of the region’s leading financial advisory practices:
Best Financial Advisor
Gold – 2025, 2022
Silver – 2023, 2024, 2021
Best Certified Financial Planner of the Year – Gold 2025
Best Investment Advisor of the Year – Gold 2025
These awards symbolize what matters most to us: trust, consistency, and care.
The 2025 Gold “Best of Kelowna” emblem featured prominently on our homepage, is there representing the community’s confidence in the experience, precision, and personal connection that define our practice.
National Recognition in Financial Planning Excellence
Beyond the Okanagan, our work has been recognized across Canada for its depth, precision, and client-first approach.
2025 Financial Planning Awards Semi-Finalist – Recognized by the Financial Planning Association of Canada and IAFP for comprehensive, client-focused planning.
Herb Carnegie Award (2021) – Karen Erickson
A prestigious, once-in-a-career recognition for planners who demonstrate exceptional community service, business excellence, and outstanding client care.
Business Development Award (2017–2018) – Kayla Caruana
Awarded to the top business producer (AL 1–3) in the Okanagan region.
IG Spirit Award (2017–2018) – Kayla Caruana
Recognizing ongoing brand advocacy and leadership within the community.
Philanthropist of the Year (2019) – Kayla Caruana
Honoring her long-standing commitment to charitable engagement and giving back.
Youngest Certified Financial Planner at IG Wealth Management (2019) – Kayla Caruana
A milestone achievement, reflecting early mastery and exceptional dedication to the craft.
OC Alumni Association Award Winner – Kayla Caruana
Recognizing professional accomplishment and leadership within the Okanagan business community.
Leadership & Community Recognition
Our leadership extends beyond financial planning, it’s reflected in how we mentor, serve, and strengthen the communities we call home.
Kelowna Women in Business – “Woman of the Year” Finalist (Top 4), 2024 – Karen Erickson
Top 40 Under 40 (2020) – Kayla Caruana
Top 40 Over 40 – Karen Erickson
Lake Country Chamber of Commerce – Young Entrepreneur of the Year (2019) – Kayla Caruana
Each recognition reaffirms our purpose: to serve with integrity, excellence, and care — both in our profession and within our community.
A Legacy of Excellence
Awards may celebrate what we’ve accomplished, but they don’t define us, our clients do.
We are proud to serve a select group of retirees, professionals, and families who value trust, discretion, and a proactive approach to preserving wealth and protecting legacy.
At Karen Erickson & Kayla Caruana Private Wealth Management, excellence is not an accolade: it’s our standard.
Because your legacy deserves certainty.
