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

This user account status is Approved
Overall Rating
Nobody has reviewed this user yet.
You are not logged in. Please or register to review this Advisor.
This user did not receive any reviews yet.

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