resources

Elevated Wealth Management

Podcasts

Blogs/articles

videos

educational resources

Step 1 – Sign up for MyCRA
Click here
Step 2 – Designate your advisor
Click here for instructions
* Email us at karen.kayla@igpwm.ca to obtain our representative code
Sign up to view and update your information for:
- Canada Pension Plan (CPP)
- Old Age Security (OAS)
Click here for instructions

FINANCIAL PLANNING WITH PRECISION. SERVING WITH CARE.

Who We Serve

Kelowna’s leaders in comprehensive wealth management, retirement, and estate planning for affluent families.

Who we are

Advisors delivering proactive, tax-efficient financial planning with care and precision.

giving back

Through years of active community service, board leadership, and advocacy, we’ve built relationships that strengthen both our community and the lives within it.

let’s connect

Phone: (250) 980-0045

Email: karen.kayla@igpwm.ca