The Team

Meet Dayton Janz

Upon graduating high school, Dayton started a career in the construction industry, but a motor-vehicle accident made him rethink his life course, which ultimately led him to finance. Following the accident, Dayton joined IG Wealth Management (IG) in Kelowna, BC. Since starting at IG, Dayton has exceeded all expectations by reaching the top of his tenure every year.

He’s also received the Pillar award annually, recognizing his achievements in hitting performance targets. He is determined to continue raising the bar and focused on attaining future goals with excellent attitude and diligent work ethic. Dayton is a QUALIFIED ASSOCIATE FINANCIAL PLANNER and REGISTERED RETIREMENT CONSULTANT®. He is currently studying to earn his CERTIFIED FINANCIAL PLANNER® designation and will continue to expand his knowledge in the financial planning field moving forward.

As a young man coming into his own and becoming firmly established in his organization, Dayton has taken it upon himself to affect changes within IG. Considering his Indigenous roots, his primary objective is to bring light to truth and reconciliation. This journey has started with territorial acknowledgements on all email signatures, which has been welcomed by many practices across Turtle Island. In addition, he helped implement land acknowledgements on various Power Financial Corporation company websites. Some of these include IGM, IPC and Mackenzie Investments.

Meet Ben Petreny

Ben grew up in the small town of Osoyoos, BC, and attended Osoyoos Secondary School, graduating in 2014. Much of his childhood was spent playing sports including golf in the summer months and hockey during the short winters. In addition to sports, he spent lots of time camping with family and traveling to see relatives in Europe. His love and commitment to golf led him to 12 years of employment at the Osoyoos Golf Club. In 2016, Ben made the move up the valley to Kelowna and started the Bachelor of Business Administration (BBA) program at Okanagan College.

After four years of schooling, Ben holds a Bachelor of Business Degree with distinction. In addition to his degree, he successfully attained his QUALIFIED ASSOCIATE FINANCIAL PLANNER (QAFP) Certification from FP Canada.

Starting at IG Wealth Management in 2020, Ben prides himself in ensuring that all of the practice’s clients are well taken care of and that a professional standard is maintained throughout the practice. Personally, Ben continues to enjoy a busy and active lifestyle and looks forward to whatever adventure comes next.

PWM Mentorship

  • Our team has the expertise and experience to address the most complex and evolving needs of clients. With an enhanced collaborative approach, we provide you with local attention and national support. Outside of our immediate team, we have direct access to dedicated specialists in the areas of estate, insurance, wealth, and mortgage planning. If your situation is more complex, the IG Private Wealth Planning Experience offers advanced support provided by an industry-leading multidisciplinary team, which includes tax accountants, estate lawyers (and notaries in Québec), financial planning specialists, pension specialists and individuals with various types of advanced expertise.

    We focus on helping the 55+ market and retirees manage the complex and evolving needs of their wealth.

    Click here to learn more

  • We have access to Advanced Financial Planning professionals who have the knowledge and experience to address even the most complex situations. They are supported by a team of over 20 CPAs, lawyers and other specialists coast to coast. The Advanced Financial Planning team is lead by the following individuals

  • Our team has access to seasoned regional specialists who can provide additional insight and strategies to enhance your IG Living Plan

Kayla Caruana

BBA, CFP®, RRC

Senior Financial Consultant

Karen Erickson

CFP®, RRC

Executive Financial Consultant

Regional Specialists

Vivian Li

Mortgage Advisor, nesto inc.

Corporate Experts

Christine Van Cauwenberghe

Head of Financial Planning

Kevin Van Raalte

Wealth Specialist,
Investors Group Securities Inc.

Scott Woodburn

Regional Estate and Insurance Specialist,
I.G. Insurance Services Inc.

Jack Courtney

Vice-President, Advanced Financial Planning

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