Kayla Caruana Cfp®, Bba, Rrc Email and Phone Number
Kayla Caruana Cfp®, Bba, Rrc's Contact Details
Kayla Caruana Cfp®, Bba, Rrc work email
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Kayla Caruana Cfp®, Bba, Rrc personal email
Kayla Caruana Cfp®, Bba, Rrc phone numbers
Kayla Caruana Cfp®, Bba, Rrc Work Experience Details
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Senior Financial ConsultantKaren & Kayla - Ig Private Wealth Management Jun 2016 - PresentKelowna, BcInvestors 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. -
PresidentRotary Club Of Lake Country Jun 2021 - Jun 2022Lake Country, British Columbia, Canada
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Chair Of The Board Of DirectorsGennext Kelowna Of United Way May 2017 - Dec 2019Kelowna
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Suit ExpertMexx Canada May 2009 - Aug 2012Kelowna, Bc
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Kayla Caruana Cfp®, Bba, Rrc Education Details
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Fp CanadaCertified Financial Planner Designation
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Okanagan CollegeBachelor Of Business Administration (Bba)
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Ifse InstituteLlqp
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Okanagan CollegeBusiness Diploma
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Start your free trialFrequently Asked Questions about Kayla Caruana Cfp®, Bba, Rrc
What company does Kayla Caruana Cfp®, Bba, Rrc work for?
Kayla Caruana Cfp®, Bba, Rrc works for Karen & Kayla - Ig Private Wealth Management
What is Kayla Caruana Cfp®, Bba, Rrc's role in his/her workplace?
Kayla Caruana Cfp®, Bba, Rrc's role in his/her workplace is Co-Lead At Karen & Kayla - Ig Private Wealth Management.
What is Kayla Caruana Cfp®, Bba, Rrc's email address?
Kayla Caruana Cfp®, Bba, Rrc's email address is ka****@****oup.com
What is Kayla Caruana Cfp®, Bba, Rrc's direct phone number?
Kayla Caruana Cfp®, Bba, Rrc's direct phone number is +125089*****
What schools did Kayla Caruana Cfp®, Bba, Rrc attend?
Kayla Caruana Cfp®, Bba, Rrc attended Fp Canada, Okanagan College, Ifse Institute, and Okanagan College .
What is Kayla Caruana Cfp®, Bba, Rrc's role in his/her workplace?
Kayla Caruana Cfp®, Bba, Rrc has skills like Customer Service, Team Leadership, Sales, Teamwork, Finance, Leadership, Public Speaking, Microsoft Office, Social Networking, Critical Thinking, Nonprofits, English, Microsoft Word, Business Communications, Microsoft Excel, Social Media, Creative Problem Solving, Social Media Marketing, Call Centers, Team Oriented, Powerpoint, Data Entry, Training, Problem Solving, Insurance, Mutual Funds, Marketing, Facebook, Product Marketing, Strategic Planning, Os X, Retail, Time Management, and Microsoft Powerpoint.
