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Kayla Caruana CFP®, BBA, RRC

Kayla caruana cfp®, bba, rrc

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location of Kayla Caruana CFP®, BBA, RRCKelowna, British Columbia, Canada
Phone number of Kayla Caruana CFP®, BBA, RRCView Mobile No.
Followers of Kayla Caruana CFP®, BBA, RRC3000 followers

  • Timeline

  • About me

    Co-Lead at Karen & Kayla - IG Private Wealth Management

  • Education

    • Fp canada

      2017 - 2019
      Certified financial planner designation

    • Ifse institute

      2015 - 2015
      Llqp

    • Okanagan college

      2013 - 2017
      Bachelor of business administration (bba)

    • Okanagan college

      2011 - 2013
      Business diploma

  • Experience

    • Ig wealth management

      Apr 2009 - Nov 2012
      Executive assistant to division director

    • Mexx canada

      May 2009 - Aug 2012
      Suit expert

    • Toyota canada inc.

      Jul 2009 - Mar 2010
      Receptionist/administrative assistant

    • Shaw communications

      Aug 2011 - Mar 2013
      Customer solutions expert

    • Bell

      Mar 2013 - Aug 2015
      Communications specialist

    • Ig wealth management

      Dec 2015 - Jun 2016
      Executive assistant to regional director

    • Karen & kayla - ig private wealth management

      Jun 2016 - now
      Senior financial consultant

      Investors Group Financial Services Inc. Principal of Karen & Kayla - IG Private Wealth Management. Entrepreneur. Industry Advocate for Ethical Standards. Public Speaker. Relationship Builder.At Karen & Kayla Private Wealth Management, we are dedicated to providing elevated wealth management services tailored for the discerning over-55s and retiring business executives. Our practice is built on forging deep, personal relationships with our clients, helping them to protect and enhance their wealth. We offer clear, comprehensive wealth strategies that are regularly refined to adapt to changing markets and maintain complete transparency. Our expertise in tax-efficient planning and estate planning ensures that we optimize every opportunity to benefit our clients’ financial lives. Our commitment is to maintain a close, intimate client base, allowing us to focus on delivering personalized service and peace of mind, ensuring our clients not only meet their financial goals but exceed them. Show less

    • Gennext kelowna of united way

      May 2017 - Dec 2019
      Chair of the board of directors

    • Rotary club of lake country

      Jun 2021 - Jun 2022
      President

  • Licenses & Certifications

    • Registered retirement consultant

      Canadian institute for financial planning
      Jan 2018

    • Bachelors of business degree, finance major

      Okanagan school of business
      Apr 2016

    • Ig wealth management: wharton behavioral finance for private clients program

      Wharton executive education
      Mar 2023
      View certificate certificate

    • Cfp® certified financial planner designation

      Financial planning standards council (fpsc)
      Jan 2018