Log in


Estate Planning Council of CANADA

Karen Erickson & Kayla Caruana

Karen & Kayla Consulting Ltd.

 

Member profile details

First name
Karen Erickson &
Last name
Kayla Caruana
Organization / Company Name
Karen & Kayla Consulting Ltd.
Province
British Columbia
City / Town
Kelowna
Picture / Headshot
Profession / Category
Financial Planner CFP/ PFP/ RFP
Phone number
250-980-0045
Office Address
600, 1631 Dickson Avenue
Kelowna, BC
V1Y 0B5
Firm website
Education / Professional Designation(s)
CFP, RRC
Areas of focus or specialization
50+ market focusing on retirement decisions, designing tax efficient retirement income & estate planning.

About EPCC

We promote cross-education, referrals and connection for the broad spectrum of Estate Planning and Estate Administration Professionals and foster a collaborative approach to all planning and share best practices.

We link and support Estate Planners across Canada and represent a global community online.



Featured members


2025 Copyright © Estate Planning Council of Canada.  All rights reserved.

View our policies:  Privacy Policy, Terms of Use, Cookie Policy