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Financial Planning

Karen Erickson & Kayla Caruana Private Wealth Management

Kelowna, BC

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Financial Planning in Kelowna

Karen Erickson & Kayla Caruana Private Wealth Management provides financial planning support. Confirm availability, start dates, and service options when you contact them.

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Families comparing financial planning in Kelowna, BC.
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About

CFP team focused specifically on retirees and snowbirds. Tax-efficient retirement income planning, estate planning and multi-generational wealth strategies

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Service Details

Service Area
Kelowna, BC

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Profile reviewed Mar 2026. Availability and prices should be confirmed directly.