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Karen Erickson CFP, RRC & Kayla Caruana BBA, CFP, RRC- IG Private Wealth ManagementFinancial advisor in Kelowna, BC

Karen Erickson CFP, RRC & Kayla Caruana BBA, CFP, RRC- IG Private Wealth Management is a financial advisor at Landmark 6, 1631 Dickson Ave Floor 6, Kelowna, BC V1Y 0B5, ranked #3 of 78 financial advisors in Kelowna and rated 5.0 from 95 Google reviews. Open Monday and Tuesday and Thursday and Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Kelowna, BCUpdated 0 paid placements in any rankingHow we rank

Call (250) 980-0045Website ↗

Key facts

Key facts about Karen Erickson CFP, RRC & Kayla Caruana BBA, CFP, RRC- IG Private Wealth Management
AddressLandmark 6, 1631 Dickson Ave Floor 6, Kelowna, BC V1Y 0B5Get directions
Phone(250) 980-0045
Websitekarenandkayla.ca
HoursMonday and Tuesday: 8:30 AM – 4:30 PM; Thursday and Friday: 8:30 AM – 4:30 PM
Google rating5.0 from 95 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Kelowna and 1 town within 40 km: West Kelowna.

Based in Kelowna, BCView on map

Opening hours

Opening hours for Karen Erickson CFP, RRC & Kayla Caruana BBA, CFP, RRC- IG Private Wealth Management
DayHours
Monday8:30 AM – 4:30 PM
Tuesday8:30 AM – 4:30 PM
WednesdayClosed
Thursday8:30 AM – 4:30 PM
Friday8:30 AM – 4:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Karen Erickson CFP, RRC & Kayla Caruana BBA, CFP, RRC- IG Private Wealth Management

How is Karen Erickson CFP, RRC & Kayla Caruana BBA, CFP, RRC- IG Private Wealth Management ranked in Kelowna?

Karen Erickson CFP, RRC & Kayla Caruana BBA, CFP, RRC- IG Private Wealth Management is ranked #3 of 78 financial advisors in Kelowna by RFA Score, with 77 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Karen Erickson CFP, RRC & Kayla Caruana BBA, CFP, RRC- IG Private Wealth Management’s hours?

Karen Erickson CFP, RRC & Kayla Caruana BBA, CFP, RRC- IG Private Wealth Management is open Monday and Tuesday and Thursday and Friday. Its listed hours are Monday and Tuesday, 8:30 AM – 4:30 PM; Thursday and Friday, 8:30 AM – 4:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Karen Erickson CFP, RRC & Kayla Caruana BBA, CFP, RRC- IG Private Wealth Management serve?

Serves Kelowna and 1 town within 40 km: West Kelowna. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Karen Erickson CFP, RRC & Kayla Caruana BBA, CFP, RRC- IG Private Wealth Management?

Karen Erickson CFP, RRC & Kayla Caruana BBA, CFP, RRC- IG Private Wealth Management has a rating of 5.0 from 95 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Karen Erickson CFP, RRC & Kayla Caruana BBA, CFP, RRC- IG Private Wealth Management?

Call Karen Erickson CFP, RRC & Kayla Caruana BBA, CFP, RRC- IG Private Wealth Management on (250) 980-0045. The business is at Landmark 6, 1631 Dickson Ave Floor 6, Kelowna, BC V1Y 0B5. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Karen Erickson CFP, RRC & Kayla Caruana BBA, CFP, RRC- IG Private Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Karen Erickson CFP, RRC & Kayla Caruana BBA, CFP, RRC- IG Private Wealth Management (this business)—775.0 (95)NoNo
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Matte & Associates Financial Solutions#2785.0 (130)NoNo2.2 km
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