Kayla Caruana

Kayla Caruana

CFP, BBA, RRC CFP Certified

Financial Consultant

Investors Group Financial Services Inc.

Investors Group

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About —

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Those who are approaching retirement know that it is not an event, rather a transition stage that is as unique as they are. It's an opportunity to explore new challenges and enjoy what matters most to them. Ultimately, everyone asks "Am I going to be ok?" Our clients are mature and focused. They are wanting to preserve their wealth and reach their goals in a tax-efficient manner.

Our process is collaborative - we recognize that your dreams and goals are as important as the assets that will help you realize them.

Team —

Explore all of retirement’s possibilities.

RSPs are only a part of your retirement picture. At IG Wealth Management, we synchronize your retirement goals with your IG Living Plan, including your RSPs, TFSAs, investments, and pension, so that you can see your whole retirement picture.

Associations and Community —

Associations

Board Member - Advocacy, Advocis
2018 - Present
Marketing Director, GenNext with United Way
2016 - Present
Member, JCI Kelowna
2018 - Present

Community

Volunteer, Junior Achievements
2017 - Present
Volunteer, KCR
2017 - Present
Committee Member, Kelowna Women in Business
2018 - Present
Volunteer, United Way
2010 - Present

general inquiries —

Landmark 6, Floor 6, 1631 Dickson Avenue
Kelowna, BC V1Y 0B5

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Investors Group

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