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 is a Financial Planning provider serving the Kelowna, British Columbia area, helping seniors and their families navigate the challenges of aging in place.

Clients rate them highly, with an impressive 5.0 out of 5 stars from 92 verified reviews.

Families working with Financial Planning providers like Karen Erickson CFP, RRC & Kayla Caruana BBA, CFP, RRC- IG Private Wealth Management can expect support with retirement income planning, estate planning, and long-term care insurance advice.

Understanding what government programs cover, how to structure retirement income, and when to consider long-term care insurance are questions every Canadian family should be asking sooner rather than later.

To get started, call (250) 980-0045 or check out their website for more details. You will find them at Landmark 6, 1631 Dickson Ave Floor 6, Kelowna, BC V1Y 0B5.

Whether you are planning ahead or responding to an immediate need, local providers like Karen Erickson CFP, RRC & Kayla Caruana BBA, CFP, RRC- IG Private Wealth Management are here to help.