Karen Erickson CFP, RRC & Kayla Caruana BBA, CFP, RRC- IG Private Wealth Management - Kelowna, BC

Karen Erickson CFP, RRC et Kayla Caruana BBA, CFP, RRC de IG Private Wealth Management sont des planificatrices financières compétentes et chevronnées, qui se sont engagées à aider leurs clients à atteindre leurs objectifs financiers. Leur adresse est Landmark 6, 1631 Dickson Ave Floor 6, Kelowna, BC V1Y 0B5, Canada. Vous pouvez les contacter par téléphone au 2509800045.

Leur site web, karenandkayla.ca, contient des informations utiles sur leurs services et spécialités, qui comprennent la planification financière et le courtage d'assurances. Elles sont fiers de s'identifier comme une entreprise dirigée par des femmes, offrant des rendez-vous en ligne, une assistance dans d'autres langues et un accès facile pour les personnes à mobilité réduite, y compris des places de parking et des toilettes adaptées.

Avec plus de 75 avis sur Google My Business, cette entreprise a une excellente réputation, avec une note moyenne de 5/5. Les clients apprécient leur professionnalisme, leur expertise et leur approche personnalisée pour aider les gens à atteindre leurs objectifs financiers.

Karen Erickson CFP, RRC et Kayla Caruana BBA, CFP, RRC offrent un service complet de planification financière, y compris l'analyse de vos besoins financiers actuels et futurs, la création d'un plan financier personnalisé pour atteindre vos objectifs, et la gestion de vos investissements. Elles sont des courtières d'assurances agréées, ce qui signifie qu'elles peuvent vous aider à trouver la meilleure assurance pour vous protéger ainsi que votre famille.

En plus de leur expertise en planification financière et en courtage d'assurances, Karen et Kayla sont également connues pour leur engagement envers leurs clients. Elles offrent des rendez-vous en ligne pour faciliter la planification, et sont heureuses d'offrir une assistance dans d'autres langues pour répondre aux besoins de leur clientèle diversifiée. Leur bureau est entièrement accessible en fauteuil roulant, avec des places de parking et des toilettes adaptées.

Avis de Karen Erickson CFP, RRC & Kayla Caruana BBA, CFP, RRC- IG Private Wealth Management

Melanie Hall

5/5

KAREN and her team are the perfect trifecta of what you want in planning your financial course through life: they are charming and gracious, have exceptional, credentials, education, are extremely knowledgable, and to bring it all together, and have State of the Art financial planning software, which provides personal digital access my plan, investment summaries, including tax receipts, documents& statements.
It’s always a pleasure to deal with them. I’ve had no hesitation in referring friends and neighbours to them over the years who would no doubt attest to the same.

Rocdocedbc

5/5

Having recently met with them for a financial review, I reiterate my earlier remarks that Kayla and Karen are consummate financial professionals, yet also kind & warm persons to deal with. The retirement investments for my wife and I, have never been better managed. Many thanks K. & K.

Gaetane Daigle

5/5

Karen and Kayla are very knowledgeable financial advisors, my experience with them is always informed and professional and up to date on everything !! Thank you Ladies for such an amazing job !

Steve C

5/5

Karen and Kayla are excellent in all areas. They have good products to work with and maximize the best of them for their clients. I feel that my financial future is safe with them. Thank you

Donna Saugstad

5/5

Karen, Kayla and the team at IG Private Wealth Management are amazing. I'm very happy with the relationship we've built. Initially I was skeptical about handing over my investments when I felt comfortable managing them on my own. I'm so glad that I did. They are thorough and professional and have made sure all the I's are dotted and T's are crossed with my entire retirement plan. They've shown that they always have MY best interests at heart. If you are considering a wealth management firm, I'd highly recommend this team.

Alissa Watt

5/5

It was such a relief to find a reliable source of advice that didn't make me feel stupid for having zero financial knowledge. Kayla was so kind and patient with me, and taught me so much! I was given comprehensive advice based on my particular point in life, even if it wasn't of direct benefit to them; I didn't ever feel I was getting biased advice, getting a sales pitch or being manipulated (which was a fear of mine since I had limited knowledge). I would 1000% recommend reaching out to Kayla and Karen. They are wonderful, kind, and trustworthy people.

Samantha Anderson

5/5

I was in a very unsure spot financially and Karen and Kayla fully reviewed my situation and helped me make some really great tweaks to my plan that I’m really happy they presented to me. I felt very comfortable dealing with all employees, and I feel much more confident after reaching out for their services. I would 100% recommend them to anyone!

Sue Phillips

5/5

Team Karen & Kayla have been fantastic in every way possible. Aside from their expertise, they go above and beyond creating a great financial plan. They are friendly, caring, professional, trustworthy, honourable, and comfortable just to name a few. I’m so fortunate to have found them!