Volunteer & Community Involvement
Giving Back to the Community: The Heart Behind Karen & Kayla Private Wealth
At Karen & Kayla Private Wealth, service extends beyond financial planning; it's woven into every part of who we are. Integrity, care, and a deep sense of community drive our approach not only with clients, but with the people and organizations that make the Okanagan region such a special place to live.
Our team’s long-standing commitment to volunteering reflects our belief that true wealth lies in the ability to make a difference. Through years of active community service, board leadership, and advocacy, we’ve built relationships that strengthen both our community and the lives within it.
Karen’s Commitment: Supporting Seniors and Strengthening Community
Karen currently serves as a Board Member for the Seniors Outreach Centre in Kelowna, where she helps advance programs that empower seniors to live independently and stay connected to their community. Her dedication to improving the lives of others has been a lifelong pursuit, one that complements her decades of experience in financial planning.
Karen’s past volunteer work includes leadership roles such as:
Past President, Lake Country Rotary
Board Member for seven years, United Way Southern Okanagan Region
Organizer of “Swing Away for United Way” for over ten years
Contributor to the Alzheimer Society, Central Okanagan Food Bank, and Okanagan College Foundation
Karen’s approach to philanthropy mirrors her approach to financial planning: detail-oriented, people-focused, and driven by purpose.
Kayla’s Leadership: Advocating for Financial Professionals and Empowering Women
Kayla currently serves as Advocacy Chair for Advocis Thompson Okanagan, representing financial advisors and promoting excellence and integrity within the financial services industry. Her leadership ensures clients receive advice grounded in ethics, professionalism, and transparency values at the core of our practice.
Her past involvement includes serving as Past President of Advocis Thompson Okanagan and contributing her time and expertise to organizations such as:
Women in Leadership
Kelowna Women in Business
Dress for Success
Central Okanagan Foundation
Lake Country Food Bank
Motion Ball & GenNext
School District 23 (SD23)
Kelowna Women’s Shelter
Kayla’s volunteerism reflects her passion for empowerment helping women and families gain confidence, stability, and long-term security, both financially and personally.
A Legacy of Service and Stewardship
The philosophy that guides Karen & Kayla Private Wealth
Integrity. Excellence. Care.
The same philosophy that guides our work in the community. Whether it’s supporting seniors, empowering women, or building local networks of trust, our volunteer efforts mirror our professional mission: to simplify the complex, protect legacies, and ensure every detail is handled with care.
We’re proud to serve a select group of clients who share these values: active retirees, professionals, and business owners who believe in giving back while enjoying the wealth they’ve built.
Because true legacy isn’t just what you leave, it’s the impact you create while you’re here.
Speaking Engagements
At Karen & Kayla Private Wealth, education is at the heart of empowerment. We believe confident financial decisions begin with understanding, which is why we regularly speak at community events and educational forums across the Okanagan. Our presentations focus on simplifying complex financial topics, from retirement income strategies to estate and legacy planning, in a way that’s approachable, actionable, and relevant.
We’re proud to share our expertise with organizations such as the Municipal Pension Retirees’ Association (Kelowna & West Kelowna), Parkinson Senior Centre, Society for Learning in Retirement, Rutland Seniors Centre, and the RCA Creative Aging Festival, as well as through School District 23 and as co-hosts of TeslaTalks on KelownaNow.
If you’d like to be invited to our next seminar or exclusive educational event, we invite you to join our seminar mailing list, and take the first step toward making confident, informed financial decisions that support your life and legacy.
About Karen & Kayla Private Wealth
Located in Kelowna, BC, Karen & Kayla Private Wealth provides high-touch financial planning for affluent retirees and professionals across the Okanagan region. With a focus on estate planning, tax optimization, and wealth preservation, we deliver proactive, detail-driven strategies that give clients confidence their financial plan will work exactly as intended.
Elevating Wealth. Protecting Legacies.
