community

giving back to our

THE HEART BEHIND KAREN & KAYLA

community commitments

Karen’s Commitment

Supporting Seniors and Strengthening Community

Kayla’s leadership

Advocating for Financial Professionals and Empowering Women

impactful knowledge

Speaking Engagements, Informational/Educational Sessions

karen & kayla’s philosophy

Client Solutions Inspired by a Legacy of Excellence.

A Legacy of Excellence

About Us

At Karen Erickson & Kayla Caruana Private Wealth Management, 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.

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recognition where it counts

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At Karen & Kayla 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. 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.

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  • "Karen & Kayla are friendly, polite, respectful and eager to assist with and explain sound financial goals and practices.."

    Eva G.

  • "We are so thankful for Karen & Kayla's guidance, help, and advice in managing our funds and estate plan."

    Paul & Brenda D.

  • "Do not hesitate to put your faith in Kayla and Karen."

    Karen J.

  • "We've been working with Karen and Kayla for a long time and we are proud to be their clients. They are always looking out for our interests and find many opportunities to help grow our money. And they do this with care and a great sense of humour. They are like family."

    Steven & Dawn H.

  • "Karen and Kayla have been fantastic to deal with. They care deeply about their clients and always provide sage advice and ensure our plan is on track and we are well informed. I have the utmost trust and respect for them and would highly recommend them to anyone looking for financial planning."

    Marianne & Brad D.

  • "Kayla & Karen have a way of turning investment concepts that are over my head into something I can understand and they always take the time to make sure I'm informed and feel comfortable. Their expertise and amazing customer service are invaluable!”

    Jonelle A.