Our team, led by Karen & Kayla, has the expertise and experience to address the most complex and evolving needs of clients. With an enhanced collaborative approach, we are able to provide you with local attention and national support. Your financial well-being is at the centre of everything we do and we will tailor our approach to meet your unique needs. This may include working with professionals such as accountants, tax and estate lawyers, actuaries and pension experts, as well as IG regional insurance, wealth and mortgage planning specialists.

 

 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.  

Angela Moore, Consultant (PWM mentee)



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!

 


Our Leadership

Client Services

PWM Mentorship

Corporate Experts

Regional Specialists

Mortgage Planning Specialist, I.G. Investment Management Ltd.