Karen & Kayla - IG Private Wealth Management

Karen & Kayla - IG Private Wealth Management Mutual Funds Division Our practice is focused on developing tailored solutions and serving the 50+ market and business executives.

Award-winning Mother-Daughter CFP® professional team
Voted Kelowna's Best Certified Financial Planner 2025 & 2026
Wealth Management, Tax & Estate Planning

Titles: Executive Financial Consultants
Dealer: IG Wealth Management Inc. We are all about building exceptional relationships. Our mission is to assist clients to preserve capital, reduce tax and increase their net worth by providing a compreh

ensive written financial plan with regular updates, complete with full transparency. We pride ourselves on keeping clients informed of market opportunities. We proactively adjust your plan as opportunities are identified, and deliver tax efficient strategies across all aspects, creating peace of mind and improved financial well-being. Ultimately creating a positive client experience for our high value clients.

Technology is changing almost every industry, including wealth management.And we believe that’s a good thing.Artificial ...
06/08/2026

Technology is changing almost every industry, including wealth management.

And we believe that’s a good thing.

Artificial intelligence can help us analyze information, organize data, identify planning opportunities, and create efficiencies behind the scenes.

But what AI cannot replace is understanding you.

Your retirement goals.
Your family dynamics.
Your fears and priorities.
The legacy you want to leave behind.

Financial planning has never been just about numbers. The numbers are only one piece of a much bigger picture.

We believe the future of financial planning isn’t AI or people.

It’s using technology thoughtfully so we can spend more time on what matters most: conversations, strategy, and helping our clients make confident decisions.

AI + human perspective = better planning.

Every year we are reminded how special this community is. 💙Our team has been grateful to volunteer with the Alzheimer’s ...
06/04/2026

Every year we are reminded how special this community is. 💙

Our team has been grateful to volunteer with the Alzheimer’s Walk in Kelowna for many years, and it continues to be an event that means so much to us.

A huge thank you to all of the organizers, volunteers, participants, donors, families, and supporters who make this day possible. Whether you walked, donated, shared your story, or simply showed up to support someone you love, every contribution matters.

Alzheimer’s impacts so many families in our community, and it is inspiring to see people come together to raise awareness, fund support, and remind those affected that they are not alone.

Thank you to everyone who continues to make this event so meaningful year after year. 💙

You've spent years saving for retirement. Now it's time to make sure your retirement works for you.Join Karen Erickson, ...
05/31/2026

You've spent years saving for retirement. Now it's time to make sure your retirement works for you.

Join Karen Erickson, CFP®, at the Creative Aging Festival to learn practical strategies for retirement income planning, tax efficiency, and estate planning.

Retirement Without Regret: Financial Wellness for Your Next Chapter

📅 June 18, 2026
🕤 9:30 AM – 11:30 AM

Free to attend. Register today using the link below.
https://buff.ly/gaYvWON

To everyone that took the time to vote, support us, cheer us on, and trust us with such personal parts of your lives – t...
05/28/2026

To everyone that took the time to vote, support us, cheer us on, and trust us with such personal parts of your lives – thank you. We never take that trust for granted.

This year, we were incredibly honoured to receive:

🥇 Gold – Best Certified Financial Planner® Professional
🥇 Gold – Best Investment Advisor
🥇 Gold – Best Financial Planner
🥇 Gold – Best Insurance Advisor – Alora Harrichhausen

To say we're grateful would be an understatement.

This is the most awards we've ever received in one year, which makes this recognition even more meaningful. Knowing these awards come from the incredible community we're so fortunate to live and work in means everything to us. Every conversation, every referral, every kind word, and every opportunity to help someone work toward their goals is something we deeply value.

This recognition is a reminder that leading with care, putting people first, and showing up consistently truly matters – and we couldn't do it without all of you.

From the bottom of our hearts, thank you for allowing us to do what we love. We are beyond grateful. 💛

Karen, Kayla, Megan & Alora

What would your family inherit if you passed away?The calculation may not be simple, but it's important:- How much would...
05/27/2026

What would your family inherit if you passed away?

The calculation may not be simple, but it's important:

- How much would tax and probate fees take?
- Would they need to sell valuable assets?
- Could their lifestyle be at risk?

These are questions worth answering. Explore them with our "Intergenerational Wealth Transfer Guide". Message us to receive your complimentary copy today

Estate Planning 2.0: Beyond the Basics.A full room and an engaged audience. We’re incredibly thankful for the continued ...
05/26/2026

Estate Planning 2.0: Beyond the Basics.

A full room and an engaged audience. We’re incredibly thankful for the continued support from our community, clients, and professional network.

These conversations matter. Estate planning is about far more than documents. It’s about protecting family, minimizing unnecessary tax, preserving wealth, and making sure your wishes are carried out the way you intended.

Thank you to everyone who joined us and asked thoughtful questions throughout the event!

If you would like a link to our upcoming seminars and speaking locations, send us a DM.

Please note that some venues require advance registration and/or membership with the hosting facility.

05/25/2026

Estate planning is not always as simple as having a Will.

Once you add in blended families, corporations, trusts, business ownership, charitable goals, or foreign property, things can become much more complex than people realize.

Join us for our upcoming seminar:

Estate Planning: Beyond the Basics

📍 Okanagan Golf Club
📅 May 26, 2026
🕑 Presentation begins at 2:00 PM
☕ Coffee, tea, and desserts served

We are also pleased to welcome special guest speaker Aurèle Courcelles, CPA, CMA, TEP, CFP®, FP Canada™ Fellow, Vice-President, Tax and Estate Planning at IG Wealth Management.

Topics include:

• Tax considerations at death
• Trust and estate planning strategies
• Blended family considerations
• Insurance and estate liquidity
• Charitable giving and legacy planning

This will be our final event this year featuring one of our head office specialists in person, and these sessions do not happen often.

There is no cost to attend, however registration is required as seating is limited.

Link to register in bio!

1 week to go until ! Our team is raising money in support of the Alzheimer Society by taking part in the IG Wealth Mana...
05/24/2026

1 week to go until !

Our team is raising money in support of the Alzheimer Society by taking part in the IG Wealth Management Walk for Alzheimer's in Kelowna on Sunday, May 31, 2026.

Over 55 million people worldwide are living with Alzheimer's and other forms of dementia. By participating, you're supporting Alzheimer Society programs, services, and research that help change the lives of those living with Alzheimer's and bring hope to families who need it most.

To register or donate, click the link below ⬇️

https://support.alzheimer.ca/site/TR?team_id=32577&pg=team&fr_id=5495

Join us on Tuesday, May 26, 2026 for an exclusive session with special guest speaker Aurele Courcelles, where we'll expl...
05/21/2026

Join us on Tuesday, May 26, 2026 for an exclusive session with special guest speaker Aurele Courcelles, where we'll explore the ins and outs of effective estate planning.

This complimentary speaker event is designed to help you navigate the key decisions that shape your estate plan. Learn how proactive planning can protect your loved ones, preserve your legacy, and ensure your wishes are honoured with care and intention.

We welcome you to bring a friend or anyone who may benefit from an introduction to our team.

Register today by clicking here: https://www.eventbrite.ca/e/1984935623884?aff=oddtdtcreator

Event Details:

📍Venue: The Okanagan Golf Club - Bear and Quail - 3200 Via Centrale, Kelowna, BC V1V 2A4

🕑Arrival: 2:00 PM onwards
🗣️Presentation: 2:30 PM - 3:30 PM

Light snacks will be served.

We hope to see you there!

Address

600-1631 Dickson Avenue
Kelowna, BC
V1Y0B5

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

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