Our team has the expertise and experience to address the most complex and evolving needs of clients. With an enhanced collaborative approach, we provide you with local attention and national support. Outside of our immediate team, we have direct access to dedicated specialists in the areas of estate, insurance, wealth, and mortgage planning. If your situation is more complex, the IG Private Wealth Planning Experience offers advanced support provided by an industry-leading multidisciplinary team, which includes tax accountants, estate lawyers (and notaries in Québec), financial planning specialists, pension specialists and individuals with various types of advanced expertise.
I am a strong believer that the service we provide for clients enhances their overall well-being. I am proud to be part of a team that provides comprehensive advice and is committed to act in your best interest. The sense of accomplishment when our clients achieve their financial goals is priceless.
It gives us great pleasure to announce that Karen Erickson & Kayla Caruana IG Private Wealth Management have been recognized as 2022's Best Financial Advisors in Kelowna as voted by their community.
This achievement would not have been possible without the support of clients and for that we thank you!