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Kayla Caruana | Certified Financial Planner | Kelowna
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Kayla Caruana

Certified Financial PlannerIG Wealth ManagementKelowna, British Columbia

We commit our time and expertise to developing a personalized plan for retirees and retiring executives. We take a long-term approach to planning. We believe that with a detailed plan, reviewed and updated regularly, you will have the financial resources to realize your goals and stay on track. We believe that building long-term relationships with clients is the best way to help you and your family to explore the financial options that are best for you at each stage of your life. With our advice, your plan will help you to set savings targets, choose the best financial vehicles, and ensure you have the right mix of investments. Research has proven that individuals who follow a plan are more likely to start saving earlier and with more commitment, leading to a higher net worth.

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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

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

Alberta British Columbia

Certification/Additional Courses ?


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

Annuity Exchange Traded Fund (ETF) Guaranteed Investment Certificate (GIC) Mutual Fund Segregated Fund

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