Kayla Caruana BBA, CFP®, RRC
Kayla is the co-lead of our practice. The high-net-worth client experience and retirement income planning is her number one priority. She went to post-secondary at Okanagan College in Kelowna, BC and Camosun College in Victoria, BC. She obtained a Bachelor of Business Degree (BBA) in Finance in 2016. Kayla started her career with IG Wealth Management as an assistant and transitioned to a consultant June 2016. In 2019, she obtained her CERTIFIED FINANCIAL PLANNER® (CFP) designation and was named the youngest CFP professional in IG across Canada at the time of reception. She is currently working towards her Chartered Life Underwriter (CLU) designation. Kayla leads an award winning practice, has since been named 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 of 2023 she completed the IG Wealth Management: Wharton Behavioral Finance for Private Clients Program with The University of Pennsylvania. Kayla is a huge supporter of title protection in our industry and encourages ongoing professional development. She is a Director in our local Advocis board and travels throughout Canada to promote title protection and raising the bar in our industry.