Change your cover photo
Upload
Kayla Caruana | Certified Financial Planner | Kelowna
Change your cover photo
Kayla Caruana

Certified Financial PlannerIG Private Wealth ManagementKelowna, British Columbia

Mother-Daughter team that specializes in Estate Planning and Retirement Income Planning.

Dealer: Investors Group Financial Services Inc.

This user account status is Approved

Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Estate Planning Retirement Income Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Planner

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Alberta British Columbia

Certification/Additional Courses ?

CFP® RRC

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Exchange Traded Fund (ETF) Mutual Fund Segregated Fund

Subscribe now and get 12 Smart Questions Everyone Should Ask Their Financial Advisor