Kayla is the co-lead of our practice, with a primary focus on the high-net-worth client experience and retirement income planning. She pursued post-secondary education at Okanagan College in Kelowna, BC, and Camosun College in Victoria, BC, obtaining a Bachelor of Business Administration (BBA) degree in Finance in 2016.

Kayla began her career with IG Wealth Management as an assistant, transitioning to a consultant in June 2016. In 2019, she obtained her CERTIFIED FINANCIAL PLANNER® (CFP) designation and was recognized as the youngest CFP professional in IG across Canada at the time. She is currently working towards her Chartered Life Underwriter (CLU) designation.

Kayla leads an award-winning practice and has received numerous accolades, including Young Entrepreneur of the Year (2019), Kelowna’s Top 40 Under 40 (2020), and Philanthropist of the Year (2019). In 2022, Kayla and Karen were named “Best Financial Advisory Team” in Kelowna. In March 2023, she completed the IG Wealth Management: Wharton Behavioral Finance for Private Clients Program with the University of Pennsylvania.

A strong advocate for title protection in the industry, Kayla promotes ongoing professional development. She serves as a Director on the local Advocis board and travels throughout Canada to champion title protection and elevate industry standards.