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Elevated Wealth Management

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Podcasts

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Blogs/articles

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videos

educational resources

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FINANCIAL PLANNING WITH PRECISION. SERVING WITH CARE.

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Who We Serve

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

Who we are

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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.

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let’s connect

Phone: (250) 980-0045

Email: karen.kayla@igpwm.ca

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ELEVATING Wealth & PROTECTING LEGACIES

Proudly Voted Kelowna’s Best CFP® Professionals and Best Investment Advisors for 2025

Contact us

Landmark 6, 6th Floor

1631 Dickson Avenue

Kelowna, BC

V1Y 0B5

PHONE: 250-980-0045

EMAIL: karen.kayla@igpwm.ca

Book an Appointment

Conditions of Use | Privacy |Disclosures

Mutual funds and investment products and services are offered through the Mutual Fund Division of IG Wealth Management Inc. (in Quebec, a firm in financial planning). Additional investment products and brokerage services are offered through the Investment Dealer, IG Wealth Management Inc. (in Quebec, a firm in financial planning), a member of the Canadian Investor Protection Fund.

IG Wealth Management Inc., Mutual Fund Division

www.ciro.ca

Insurance products and services are distributed through I.G. Insurance Services Inc. (in Québec, a Financial Services Firm). Insurance license sponsored by The Canada Life Assurance Company (outside of Québec).

Mortgages are offered by Investors Group Trust Co. Ltd., a federally regulated trust company, and brokered by nesto Inc.

Licences:
Mortgage Brokerage Ontario #13044 | Saskatchewan #316917 | New Brunswick #180045101 | Nova Scotia #202507230 | Mortgage Brokerage Firm Quebec #605058 | British Columbia, Alberta, Manitoba, Newfoundland & Labrador, PEI, Yukon, Nunavut, Northwest Territories

Mortgage advisors are licensed professionals and equivalent to the following titles per province:

Sub Mortgage Broker/Mortgage Broker in British Columbia | Mortgage Associate/Mortgage Broker in Alberta | Associate/Mortgage Broker in Saskatchewan | Salesperson/Authorized Official in Manitoba | Mortgage Agent/Mortgage Broker in Ontario | Mortgage Broker in Quebec | Mortgage Associate/Mortgage Broker in New Brunswick | Associate Mortgage Broker/Mortgage Broker in Nova Scotia | Mortgage Broker in Newfoundland & Labrador

© Karen Erickson & Kayla Caruana Private Wealth Management 2026. 
All rights reserved.