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Estate Planning 101: What We Learned Presenting to Kelowna Seniors at the Parkinson Senior Activity Center

Proudly Voted Kelowna’s Best CFP® Professionals and Best Investment Advisors for 2026

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Landmark 6, 6th Floor

1631 Dickson Avenue

Kelowna, BC

V1Y 0B5

PHONE: 250-980-0045

EMAIL: karen.kayla@igpwm.ca

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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.

IG Wealth Management Inc., Mutual Fund Division

www.ciro.ca

Insurance products and services are 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 | Mortgage Broker in Newfoundland & Labrador

© Karen Erickson & Kayla Caruana Private Wealth Management 2026. 
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Blogs

Estate Planning 101: What We Learned Presenting to Kelowna Seniors at the Parkinson Senior Activity Center

ELEVATING Wealth & PROTECTING LEGACIES

Contact us